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QUALCOMM Incorporated

QCOM Technology
$138.47 $-2.57 (-1.82%)
Market Cap: $147.75 B
Gurus Holding
16
Popularity Rank
#89
% of Shares Held
0.52%
Net Activity (Q3 2025)
-$461.9 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 Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $762.26 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%.

Key Holders

Top 5 by Value

$207.12 M
$194.25 M
$149.08 M
$108.79 M
$88.34 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$184.47 M
Total Buy Value
New Buys 1
Additions 7
-$646.38 M
Total Sell Value
Reductions 7
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
9
Net Buyers
8

FAQs for QUALCOMM Incorporated (QCOM)

Major holders include David Tepper ($207.12 M), Ken Fisher ($194.25 M), Cliff Asness ($149.08 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 5.5 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $461.9 M, with 8 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited QCOM. The total reported sell value was $646.38 M.

Yes, 1 managers opened new positions in QCOM, and 7 increased their existing holdings. The total reported buy value was $184.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.81% Add 255.7% 1,245,000 $207.12 M Q3 2025
0.07% Reduce -4.6% 1,135,639 $194.25 M Q4 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
0.28% Add 13.0% 250,168 $42.79 M Q4 2025
0.14% Reduce -19.7% 189,910 $31.59 M Q3 2025
0.19% Add 2.0% 84,052 $14.6 M Q4 2025
2.43% Add 0.1% 58,354 $9.71 M Q3 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
0.14% Add 6.0% 9,280 $1.54 M Q3 2025
0.01% 6,234 $1.07 M Q4 2025
0.07% 3,032 $504,404 Q3 2025
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