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QUALCOMM Incorporated

QCOM Technology
$129.39 $-0.43 (-0.33%)
Market Cap: $138.06 B
Gurus Holding
17
Popularity Rank
#74
% of Shares Held
0.53%
Net Activity (Q4 2025)
+$16.34 M

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

$232.91 M
$195.85 M
$194.25 M
$94.13 M
$60.03 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$127.58 M
Total Buy Value
New Buys 2
Additions 8
-$111.24 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
10

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 51.2% 1,361,652 $232.91 M Q4 2025
2.83% Reduce -8.0% 1,145,000 $195.85 M Q4 2025
0.07% Reduce -4.6% 1,135,639 $194.25 M Q4 2025
0.91% Reduce -15.9% 550,308 $94.13 M Q4 2025
0.15% Add 0.4% 350,976 $60.03 M Q4 2025
0.28% Add 13.0% 250,168 $42.79 M Q4 2025
0.14% Add 20.3% 228,406 $39.07 M Q4 2025
0.14% Reduce -58.6% 220,092 $37.65 M Q4 2025
0.05% New Buy 151,000 $25.83 M Q4 2025
0.19% Add 2.0% 84,052 $14.6 M Q4 2025
2.26% Reduce -1.1% 57,705 $9.87 M Q4 2025
0.04% Add 237.2% 50,993 $8.72 M Q4 2025
1.13% New Buy 27,300 $4.67 M Q4 2025
0.02% Add 0.3% 9,916 $1.7 M Q4 2025
0.15% Add 1.9% 9,455 $1.62 M Q4 2025
0.01% 6,234 $1.07 M Q4 2025
0.07% 3,032 $518,624 Q4 2025
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SEC Form