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First Solar, Inc.

FSLR Technology
$197.53 $-2.33 (-1.17%)
Market Cap: $21.2 B
Gurus Holding
8
Popularity Rank
#864
% of Shares Held
0.88%
Net Activity (Q4 2025)
-$215.3 M

Guru Ownership Trend

Guru Analysis for First Solar, Inc. (FSLR)

First Solar, Inc. (FSLR), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $187.1 M.

Top institutional holders include Cliff Asness and John Rogers.

Institutional sentiment is currently Bearish. This is evidenced by a $215.3 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 107.0%. Conversely, Steven Cohen reduced exposure by 87.3%.

Key Holders

Top 5 by Value

$105.24 M
$65.72 M
$35.26 M
$11.74 M
$8.59 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$73.13 M
Total Buy Value
New Buys 1
Additions 3
-$288.42 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for First Solar, Inc. (FSLR)

Major holders include Cliff Asness ($105.24 M), John Rogers ($65.72 M), Jeremy Grantham ($35.26 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 947,205 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $215.3 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited FSLR. The total reported sell value was $288.42 M.

Yes, 1 managers opened new positions in FSLR, and 3 increased their existing holdings. The total reported buy value was $73.13 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 107.0% 402,871 $105.24 M Q4 2025
0.71% Reduce -22.7% 251,565 $65.72 M Q4 2025
0.09% Reduce -50.9% 134,967 $35.26 M Q4 2025
0.04% New Buy 44,947 $11.74 M Q4 2025
0.04% Add 96.9% 32,883 $8.59 M Q4 2025
0.03% Add 55.5% 29,673 $7.75 M Q4 2025
0.01% Reduce -87.3% 28,221 $7.37 M Q4 2025
0.00% Reduce -11.5% 22,078 $5.77 M Q4 2025
Date
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Transaction
Value
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Position / Chg
SEC Form