SolarEdge Technologies

SEDG • NASDAQ

SolarEdge Technologies is a solar company in the energy sector on NASDAQ, led by Yehoshua (Shuki) Nir, with a market cap of $1.9B. As of Q3 2025, 105% of shares are held by 303 institutional investors, with BlackRock, Inc. as the largest holder at 12.14%.

Chief Executive OfficerYehoshua (Shuki) Nir

Market Cap$1.9B

Solar

Energy

Employees5.6K

Websitesolaredge.com

Country

United States of America

Overview

Overview of institutional ownership in SEDG as of Q3 2025 with a market cap of $2.2B

All Institutions

Institutions: 303
Value Held: $2.3B
Shares Held: 62.1M
Avg Position: $7.6M
Median Position: $443.4K

Hedge Funds

Hedge Funds: 37
Value Held: $362.9M
Shares Held: 9.8M
Avg Position: $9.8M
Median Position: $2.4M

Ownership Breakdown

Institutional (non-HF)

88.06%

$1.9B

Hedge Funds

16.52%

$362.9M

Retail & Other

Based on market cap of $2.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SEDG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$266.8M 0.00% of portfolio	12.14% 7.2M shares	Q1 2017 Held for 8y 8m	$5.67T
R ROYAL BANK OF CANADA Institution	-	$144.7M 0.03% of portfolio	6.59% 3.9M shares	Q2 2015 Held for 10y 5m	$542.04B
UBS Group AG Institution	Sergio P. Ermotti CEO	$131.5M 0.03% of portfolio	5.99% 3.6M shares	Q1 2015 Held for 10y 8m	$511.54B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$118.1M 0.00% of portfolio	5.38% 3.2M shares	Q2 2015 Held for 10y 5m	$6.69T
G Grantham, Mayo, Van Otterloo & Co. LLC Long Only Manager	William Michael May Owner	$99.8M 0.28% of portfolio	4.54% 2.7M shares	Q3 2016 Held for 9y 2m	$35.4B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$86.6M 0.01% of portfolio	3.94% 2.3M shares	Q1 2015 Held for 10y 8m	$1.65T
MENORA MIVTACHIM HOLDINGS LTD. Private Equity	Edward Joseph Keefe CFO	$77.8M 0.40% of portfolio	3.54% 2.1M shares	Q3 2016 Held for 9y 2m	$19.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$65.5M 0.00% of portfolio	2.98% 1.8M shares	Q4 2015 Held for 9y 11m	$2.88T
Electron Capital Partners, LLC Hedge Fund•Long/Short	Ran Nmn Zhou Managing Partner	$64.1M 2.90% of portfolio	2.92% 1.7M shares	Q2 2025 Held for 5 months	$2.2B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$62.4M 0.01% of portfolio	2.84% 1.7M shares	Q2 2015 Held for 10y 5m	$633.08B

Net Capital Flow

Institutional buying and selling activity for SEDG in Q3 2025

Net Flow: +$265.1M
Buyers: 101
Sellers: 115
Total Bought: +$546.6M
Total Sold: −$281.5M
Avg Position: $8.2M

Biggest Buyers

Institution	Net Bought	Current Position
UBS Group AG Institution	+$120.5M +3.3M shares	$131.5M 3.6M shares
A Assenagon Asset Management S.A. Institution	+$46.1M +1.2M shares	$53.6M 1.4M shares
Electron Capital Partners, LLC Hedge Fund•Long/Short	+$33.3M +898.8K shares	$64.1M 1.7M shares
MORGAN STANLEY RIA/Wealth	+$25.4M +687.6K shares	$86.6M 2.3M shares
P PGGM Investments Institution	+$24.4M +660.5K shares	$24.4M 660.5K shares
H Handelsbanken Fonder AB Institution	+$24.3M +658.1K shares	$24.3M 658.1K shares
MENORA MIVTACHIM HOLDINGS LTD. Private Equity	+$22.7M +612.9K shares	$77.8M 2.1M shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	+$21.6M +573.5K shares	$21.6M 573.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$21.5M +580.1K shares	$43.4M 1.2M shares
J JANE STREET GROUP, LLC Institution	+$17.9M +484.1K shares	$17.9M 484.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
G Grantham, Mayo, Van Otterloo & Co. LLC Long Only Manager	−$48.4M −1.3M shares	$99.8M 2.7M shares
M Migdal Insurance & Financial Holdings Ltd. Institution	−$37.5M −1.0M shares	$179.3K 4.8K shares
D D. E. Shaw & Co., Inc. Institution	−$27.6M −745.1K shares	$40.5M 1.1M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$26.3M −710.9K shares	$30.3M 818.3K shares
JPMORGAN CHASE & CO Institution	−$15.5M −418.3K shares	$15.4M 415.3K shares
N Nuveen, LLC Institution	−$13.7M −369.2K shares	$2.3M 62.3K shares
B BNP Paribas Investment Partners S.A. Institution	−$13.0M −635.0K shares	Sold Off 0 shares
H Harel Insurance Investments & Financial Services Ltd. Institution	−$11.3M −306.2K shares	$18.5M 499.8K shares
J Jump Financial, LLC Institution	−$7.2M −194.8K shares	$21.8M 588.6K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	−$6.6M −177.9K shares	$7.2M 195.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SEDG in Q3 2025

New Positions: 17
New Value: $9.4M
Exited Positions: 27
Exited Value: $30.2M

New Positions

Institution	Position Value
Convergence Investment Partners, LLC Long Only Manager	$3.0M 82.0K shares
Williamson Legacy Group, LLC RIA/Wealth	$1.9M 50.4K shares
E Exit Wealth Advisors, LLC. RIA/Wealth	$1.0M 27.6K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$977.3K 26.4K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	$707.6K 19.1K shares
C CANTOR FITZGERALD, L. P. Institution	$370.0K 10.0K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$327.6K 8.9K shares
1 111 Capital Institution	$318.7K 8.6K shares
S SPX Equities Gestao de Recursos Ltda Institution	$296.0K 8.0K shares
Accredited Investors Inc. RIA/Wealth	$257.0K 6.9K shares

Exited Positions

Institution	Previous Position
B BNP Paribas Investment Partners S.A. Institution	$13.0M 635.0K shares
A ASR Vermogensbeheer N.V. Institution	$5.1M 248.3K shares
SORA INVESTORS LLC Hedge Fund•Long/Short	$4.3M 211.6K shares
Caption Management, LLC Hedge Fund•Long/Short	$1.7M 82.9K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$1.4M 69.4K shares
Shaolin Capital Management LLC Hedge Fund•Multi-Strategy	$1.4M 66.8K shares
Q Quadrature Capital Ltd Institution	$1.1M 52.4K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$517.1K 25.3K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$502.1K 24.6K shares
N NOMURA HOLDINGS INC Institution	$370.2K 18.1K shares

Options Activity

Institutions with the largest Call and Put options positions in SEDG as of Q3 2025

Call Positions: 20
Call Value: $352.9M
Put Positions: 24
Put Value: $338.2M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$97.6M 26.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$83.6M 22.6K contracts
J JANE STREET GROUP, LLC Institution	$46.7M 12.6K contracts
D D. E. Shaw & Co., Inc. Institution	$26.9M 7.3K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$23.6M 6.4K contracts
W WOLVERINE TRADING, LLC Institution	$15.4M 4.1K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$14.9M 40.3 contracts
C Cubist Systematic Strategies, LLC Institution	$10.7M 2.9K contracts
P PEAK6 LLC Institution	$7.8M 2.1K contracts
Walleye Trading LLC RIA/Wealth	$6.5M 1.8K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$107.6M 29.1K contracts
GOLDMAN SACHS GROUP INC Institution	$75.7M 20.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$29.6M 8.0K contracts
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$29.1M 7.9K contracts
J JANE STREET GROUP, LLC Institution	$14.5M 3.9K contracts
W WOLVERINE TRADING, LLC Institution	$12.8M 3.4K contracts
C Cubist Systematic Strategies, LLC Institution	$9.3M 2.5K contracts
D D. E. Shaw & Co., Inc. Institution	$9.1M 2.5K contracts
Walleye Trading LLC RIA/Wealth	$9.0M 2.4K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$8.5M 2.3K contracts

Most Committed Institutions

Institutions with SEDG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Electron Capital Partners, LLC Hedge Fund•Long/Short	Ran Nmn Zhou Managing Partner	2.90% $64.1M	2.92% 1.7M shares	Q2 2025 Held for 5 months	$2.2B
Mivtachim The Workers Social Insurance Fund Ltd. Private Equity	Edward Joseph Keefe CFO	2.29% $15.7M	0.72% 425.0K shares	Q3 2023 Held for 2y 2m	$685.6M
Williamson Legacy Group, LLC RIA/Wealth	Joseph Richard Williamson CEO	1.44% $1.9M	0.08% 50.4K shares	Q3 2025 Held for 2 months	$129.8M
S SPHERA FUNDS MANAGEMENT LTD. Institution	-	1.25% $5.2M	0.24% 141.0K shares	Q4 2024 Held for 11 months	$416.3M
S Sphera Management Technology Funds Ltd Institution	-	1.04% $1.9M	0.08% 50.0K shares	Q4 2024 Held for 11 months	$177.7M
Bayforest Capital Ltd Hedge Fund•Quant	Theodoros Tsagaris CEO	0.72% $1.5M	0.07% 40.7K shares	Q4 2024 Held for 11 months	$209.9M
E Exit Wealth Advisors, LLC. RIA/Wealth	Justin Farmer CEO	0.68% $1.0M	0.05% 27.6K shares	Q3 2025 Held for 2 months	$149.9M
Convergence Investment Partners, LLC Long Only Manager	David James Abitz President	0.68% $3.0M	0.14% 82.0K shares	Q3 2025 Held for 2 months	$445.6M
C Corton Capital Inc. Institution	-	0.66% $266.5K	0.01% 7.2K shares	Q1 2025 Held for 8 months	$40.6M
PDT Partners, LLC Hedge Fund•Quant	Peter (Nmn) Muller CEO	0.58% $9.1M	0.41% 245.9K shares	Q2 2025 Held for 5 months	$1.6B

Hedge Fund Spotlight

Discover hedge funds investing in SEDG

Walleye Trading Advisors, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerWilliam Dunning England

Portfolio Value: $11.2B
Positions: 1,691
Last Reported: Q3 2025

Sector Allocation

Position in SolarEdge Technologies

Market Value: $283.0K
Shares Held: 7.6K
Portfolio Weight: 0.00%
Owned Since: 2022-Q1

Top Holding	Sector	Market Value	Weight
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2 Amazon AMZN	Specialty Retail Consumer Cyclical	$346.6M	3.10%
3 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$288.5M	2.58%