At Holdings Channel, we have reviewed the latest batch of the 71 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Marvell Technology Inc (Symbol: MRVL) was held by 22 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in MRVL positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Game Plan Financial Advisors LLC
NEW
+416+$124LeConte Wealth Management LLC
Existing
+184+$525Donoghue Forlines LLC
NEW
+14,934+$4,449Luminist Capital LLC
NEW
+34+$10BlackRock Inc.
Existing
+21,798,190+$19,188,001Dunhill Financial LLC
Existing
–81+$17Pallas Capital Advisors LLC
Existing
–30,449+$4,580Performance Wealth Partners LLC
Existing
–1+$699Deutsche Bank AG
Existing
+1,005,467+$878,426Perigon Wealth Management LLC
Existing
+769+$3,496Commerzbank Aktiengesellschaft FI
NEW
+4,670+$1,391Covestor Ltd
Existing
+760+$298Pursue Wealth Partners LLC
NEW
+683+$203Trust Co. of Vermont
NEW
+783+$233Principle Wealth Partners LLC
NEW
+1,478+$440UP Strategic Wealth Investment Advisors LLC
Existing
UNCH+$314Hanseatic Management Services Inc.
NEW
+5,002+$1,490Retirement Planning Group LLC NY
Existing
–133+$681Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Existing
UNCH+$16,832Lido Advisors LLC
Existing
–239+$9,501Barings LLC
NEW
+883+$263CVA Family Office LLC
Existing
+22+$522Aggregate Change:
+22,803,372+$20,112,495
In terms of shares owned, we count 6 of the above funds having increased existing MRVL positions from 03/31/2026 to 06/30/2026, with 5 having decreased their positions and 9 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the MRVL share count in the aggregate among all of the funds which held MRVL at the 06/30/2026 reporting period (out of the 4,670 we looked at in total). We then compared that number to the sum total of MRVL shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for MRVL. We found that between these two periods, funds reduced their holdings by 26,754,143 shares in the aggregate, from 65,951,860 down to 39,197,717 for a share count decline of approximately -40.57%. The overall top three funds holding MRVL on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Marvell Technology Inc (Symbol: MRVL).
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Further MRVL Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
