Guru Ownership Over Time
Guru Analysis for QUALCOMM Incorporated (QCOM)
QUALCOMM Incorporated (QCOM), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $994.66 M.
Top institutional holders include David Tepper and Ken Fisher.
Institutional sentiment is currently Bearish. This is evidenced by a $461.9 M net outflow during the quarter.
Recent activity highlights David Tepper who increased their stake by 255.7%. Conversely, Ray Dalio reduced exposure by 30.5%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.81% | Add 255.7% | 1,245,000 | $207.12 M | Q3 2025 | |
| 0.07% | Reduce -6.5% | 1,189,799 | $197.94 M | Q3 2025 | |
| 0.10% | Reduce -17.1% | 900,377 | $149.08 M | Q3 2025 | |
| 1.02% | Reduce -30.0% | 653,933 | $108.79 M | Q3 2025 | |
| 0.35% | Reduce -30.5% | 531,040 | $88.34 M | Q3 2025 | |
| 0.16% | Add 44.9% | 349,680 | $58.17 M | Q3 2025 | |
| 0.22% | Add 10.8% | 221,426 | $36.84 M | Q3 2025 | |
| 0.14% | Reduce -19.7% | 189,910 | $31.59 M | Q3 2025 | |
| 0.02% | New Buy | 83,261 | $13.85 M | Q3 2025 | |
| 0.17% | Reduce -16.4% | 82,388 | $13.71 M | Q3 2025 | |
| 2.43% | Add 0.1% | 58,354 | $9.71 M | Q3 2025 | |
| 0.01% | Add 0.6% | 15,122 | $2.52 M | Q3 2025 | |
| 0.02% | Add 0.7% | 9,886 | $1.64 M | Q3 2025 | |
| 0.14% | Add 6.0% | 9,280 | $1.54 M | Q3 2025 | |
| 0.01% | Reduce -1.6% | 6,234 | $1.04 M | Q3 2025 | |
| 0.07% | 3,032 | $504,404 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for QUALCOMM Incorporated (QCOM)
Top Guru holders include David Tepper ($207.12 M), Ken Fisher ($197.94 M), Cliff Asness ($149.08 M). Collectively, tracked Gurus hold 5.55 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $461.9 M, with 8 Gurus buying and 9 Gurus selling.
In the recent quarter, 7 Gurus reduced their positions, and 2 Gurus sold out of QCOM completely. Total sell value was $646.38 M.
Yes, 1 Gurus opened new positions in QCOM, and 7 added to their existing holdings. Total buy value was $184.47 M.