INFY Infosys Ltd

MIXED Impact: 6/10 Institutional Cluster
Horizon weeks Processed 3mo ago
Institutional cluster: 4 buyers, 3 sellers (mixed)
Final — all horizons settled through T+60d
INFY ▼ -14.87% at T+60d
NEUTRAL call ✗ call lost -14.87% · α vs SPY -24.20% · entry $14.19 → $12.08
Entry anchored
Feb 27, 05:47 PM ET
via Databento tick
T+1d
+0.21%
call +0.21% · α +1.13%
$14.22
settled 3mo ago
T+5d
+1.62%
call +1.62% · α +2.83%
$14.42
settled 3mo ago
T+20d
-6.62%
call -6.62% · α +1.31%
$13.25
settled 3mo ago
T+60d
-14.87%
call -14.87% · α -24.20%
$12.08
settled 15d ago

Executive Summary

In Q4 2025, Infosys saw mixed institutional activity: 4 major institutions added $392.6M in net new positions, led by Morgan Stanley increasing holdings by 34.2%, while 3 others exited or trimmed, including BofA cutting its stake by over half and RenTech fully exiting. The divergence suggests a split outlook on Infosys' growth amid ongoing macro pressures in IT services.

Key Financial Metrics

Direction
mixed
Buy Value
$392.6M
Sell Value
$105.4M
Net Flow
$287.2M

Institutional Positions

Net institutional flow: $287.2M

▲ Buyers (4)

InstitutionActionChangePosition ValueValue Δ
Fidelity DOUBLED +1936.8% $57.5M $54.9M
Morgan Stanley ADD +34.2% $907.5M $290.0M
Norges Bank NEW +0% $8.0M $8.0M
Causeway DOUBLED +774.3% $44.2M $39.6M

▼ Sellers (3)

InstitutionActionChangePrev ValueValue Δ
BofA TRIM -52.6% $217.0M -$104.3M
Ariel EXIT -100% $189.0K -$189.3K
RenTech EXIT -100% $866.0K -$865.6K

Actionable Insight

The strong accumulation by Morgan Stanley and Fidelity suggests confidence in INFY's valuation or defensive positioning, while the exits by RenTech and Ariel may reflect short-term growth concerns. Traders should monitor upcoming earnings and commentary on digital transformation demand, especially from North American clients.

Key Facts

  • Morgan Stanley increased its stake in INFY by 34.2%, adding $290.0M in value (12.98M shares).
  • Fidelity and Causeway both doubled down, with Fidelity increasing shares by 1936.8% and Causeway by 774.3%.
  • BofA trimmed its position by 52.6%, reducing exposure by $104.3M, while RenTech and Ariel fully exited.
  • Net institutional flow: $392.6M in buys vs $105.4M in sells, resulting in a net positive but conflicting signal.
  • Buyers include mega-passives and an active value manager; sellers include a quant fund and a value manager exiting small positions.

Financial Impact

4 institutions accumulated $392.6M in net new positions while 3 reduced holdings by $105.4M, resulting in a net institutional buy of $287.2M

market_sentimentinstitutional_ownershipfloat_concentration

Risk Factors

  • Divergence between passive buyers and active/quant sellers could indicate disagreement on INFY's growth trajectory.
  • Ongoing margin pressure in the IT services sector may limit upside despite strong institutional interest.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-INFY-2025-Q4
10 reports for INFY
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+1▲ +0.97%Apr 29, 2026
Filters
Rows
Reports for INFY — sortable, filterable
Type Now
May 29, 2026
11d ago
6-K
NEUTRAL ★ 3/10
$12.65 $12.46▼ −1.50%▼ −1.21%
May 29, 2026
11d ago
6-K
NEUTRAL ★ 2/10
$12.65 $12.46▼ −1.50%▼ −1.21%
May 26, 2026
14d ago
Insider Cluster
BEARISH ★ 5/10
$12.39 $13.08▼ −5.57%▼ −4.36%
Apr 30, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$12.46 $12.64▲ +1.44%▼ −0.28%
Apr 29, 2026
5w ago
6-K
BULLISH ★ 6/10
$12.34 $12.46▲ +0.97%▼ −2.14%
Apr 24, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$12.86 $12.46▼ −3.11%▼ −4.02%
Apr 23, 2026
6w ago
6-K
BULLISH ★ 7/10
$12.94 $12.34▼ −4.64%▼ −6.11%
Apr 20, 2026
7w ago
6-K
NEUTRAL ★ 2/10
$14.21 $12.28▼ −13.58%▼ −14.49%
Mar 26, 2026
10w ago
6-K
NEUTRAL ★ 3/10
$13.16 $13.74▲ +4.41%▲ +2.77%
Feb 28, 2026
14w ago
Institutional Cluster
MIXED ★ 6/10
$14.19 $14.42▲ +1.62%▲ +2.83%
Showing 10 of 10

US Market Status

Market Closed — Opens Thu (9h 35m)

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