Guru Ownership Trend
Guru Analysis for Flex Ltd. (FLEX)
Flex Ltd. (FLEX), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $63.71 M.
Top institutional holders include Cliff Asness and Ray Dalio.
Institutional sentiment is currently Bullish. This is evidenced by a $11.46 M net inflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Mario Gabelli reduced exposure by 37.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.01% | Add 85.1% | 368,471 | $21.29 M | Q3 2025 | |
| 0.06% | Reduce -9.8% | 277,572 | $16.09 M | Q3 2025 | |
| 0.10% | Reduce -10.8% | 166,754 | $9.67 M | Q3 2025 | |
| 0.03% | New Buy | 99,948 | $5.79 M | Q3 2025 | |
| 0.00% | New Buy | 50,283 | $2.91 M | Q3 2025 | |
| 1.46% | Reduce -18.2% | 27,224 | $1.58 M | Q3 2025 | |
| 0.00% | Reduce -18.0% | 19,448 | $1.13 M | Q3 2025 | |
| 0.00% | Reduce -37.8% | 3,950 | $228,982 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Flex Ltd. (FLEX)
Top Guru holders include Cliff Asness ($21.29 M), Ray Dalio ($16.09 M), Chuck Royce ($9.67 M). Collectively, tracked Gurus hold 1.01 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $11.46 M, with 3 Gurus buying and 7 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 2 Gurus sold out of FLEX completely. Total sell value was $7.03 M.
Yes, 2 Gurus opened new positions in FLEX, and 1 added to their existing holdings. Total buy value was $18.49 M.