Guru Ownership Trend
Guru Analysis for QUALCOMM Incorporated (QCOM)
QUALCOMM Incorporated (QCOM), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $730.01 M.
Top institutional holders include Cliff Asness and David Tepper.
Institutional sentiment is currently Bullish. This is evidenced by a $16.34 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 237.2%. Conversely, Ray Dalio reduced exposure by 58.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for QUALCOMM Incorporated (QCOM)
Major holders include Cliff Asness ($232.91 M), David Tepper ($195.85 M), Ken Fisher ($194.25 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 5.64 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.34 M, with 10 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited QCOM. The total reported sell value was $111.24 M.
Yes, 2 managers opened new positions in QCOM, and 8 increased their existing holdings. The total reported buy value was $127.58 M.