The passive-dominated buying may signal upcoming index inclusion or increased ETF weighting. However, the 45-day reporting lag means positions may already be stale. Monitor for official index changes or subsequent 13F filings to confirm thesis. Expect muted impact unless active managers join.
Executive Summary
8 institutional buyers (mostly mega-passive) accumulated ~$32.8M in KOPN during Q4 2025, while 1 quant seller trimmed $723.6K. The cluster is overwhelmingly passive, suggesting index rebalancing or increased benchmark weighting rather than a fundamental catalyst.
Key Financial Metrics
Institutional Positions
Net institutional flow: $32.1M
▲ Buyers (8)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| BlackRock | ADD | +27% | $28.8M | $5.3M |
| State Street | DOUBLED | +224% | $26.0M | $17.7M |
| Fidelity | DOUBLED | +1400.2% | $7.4M | $6.9M |
| BofA | ADD | +65% | $1.9M | $713.0K |
| Wells Fargo | ADD | +94.9% | $485.0K | $227.0K |
| Invesco | DOUBLED | +538.5% | $1.6M | $1.4M |
| Morgan Stanley | ADD | +74.9% | $1.2M | $501.0K |
| Franklin Resources | ADD | +61.1% | $404.0K | $144.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Two Sigma | NEAR_EXIT | -75.4% | $948.0K | -$723.6K |
Key Facts
- 8 institutional buyers vs 1 seller
- Net institutional buying of ~$32.1M (3.8% of market cap)
- 7 of 8 buyers are mega-passive index funds (BlackRock, State Street, Fidelity, BofA, Wells Fargo, Invesco, Morgan Stanley)
- Only one active asset manager (Franklin Resources) added
- Two Sigma (quant) reduced its position by 75.4%
Financial Impact
Institutional cluster shows net buying of approximately $32.1M, with 8 buyers adding $32.8M in positions and 1 seller reducing by $723.6K.
Risk Factors
- Passive buying does not imply fundamental strength
- 13F data is historical (45-day lag); positions may have been unwound
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-KOPN-2025-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 10, 2026 11w ago | 8-K | $5.20 $4.26 | ▲ +18.08% | ▲ +17.02% | — |
Jun 18, 2026 18w ago | 8-K | $4.93 $3.69 | ▼ −25.15% | ▼ −25.69% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $5.13 $4.09 | ▼ −20.27% | ▼ −22.16% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $5.13 $4.09 | ▼ −20.27% | ▼ −22.16% | — |
Jun 4, 2026 20w ago | 8-K | $6.39 $3.90 | ▼ −38.97% | ▼ −37.59% | — |
Jun 1, 2026 21w ago | EFFECT | $5.77 $4.48 | ▼ −22.36% | ▼ −21.06% | — |
May 28, 2026 21w ago | 8-K | $6.05 $3.82 | ▼ −36.86% | ▼ −33.71% | — |
May 12, 2026 24w ago | 8-K | $5.35 $4.60 | ▼ −14.02% | ▼ −12.29% | — |
Apr 13, 2026 28w ago | 144 | $2.72 $4.97 | ▲ +82.72% | ▲ +76.43% | — |
US Market Status
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