KOPN KOPIN CORP
Executive Summary
Four institutions accumulated ~$7.0M in KOPN during Q3 2025, led by State Street (+$5.2M) and BofA (+$1.1M), while Morgan Stanley trimmed $93K. The buying is concentrated among passive/index managers and a quant, suggesting rebalancing or index-related inflows rather than a strong active conviction signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $6.9M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | ADD | +69.2% | $8.3M | $5.2M |
| BofA | DOUBLED | +917.2% | $1.2M | $1.1M |
| Two Sigma | ADD | +36.2% | $948.0K | $510.0K |
| Wells Fargo | ADD | +36.6% | $259.0K | $139.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -44.1% | $826.0K | -$92.8K |
Actionable Insight
The cluster suggests mild passive accumulation; no strong conviction catalyst. Monitor for further 13F filings or corporate events that could drive active interest. Given KOPN's small market cap ($841M), even modest passive buying can support price, but historical returns on prior reports show high volatility with 33% win rate at T+20.
Key Facts
- 4 buyers with aggregate current holdings of $10.8M and net increase of $7.0M
- 1 seller (Morgan Stanley) reduced by $92,792
- Buyers are predominantly passive (State Street, Wells Fargo, BofA) plus quant Two Sigma
- Net directional change is ~$6.9M, but passive-dominated cluster limits signal quality
Financial Impact
Institutional net buying of approximately $6.9M in Q3 2025
Risk Factors
- Passive buying may reverse on index rebalancing or sector rotation
- Low conviction signal with 33% historical win rate on prior KOPN reports
- 13F data is 45+ days old; positions may have already changed
Market Snapshot
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-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 18, 2026
2d ago
|
8-K
| $4.79 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 11, 2026
9d ago
|
Institutional Cluster
| $5.13 $4.86 | ▼ −5.26% | ▼ −5.70% | — |
|
Jun 11, 2026
9d ago
|
Institutional Cluster
| $5.13 $4.86 | ▼ −5.26% | ▼ −5.70% | — |
|
Jun 4, 2026
16d ago
|
8-K
| $6.39 $5.13 | ▼ −19.72% | ▼ −17.17% | — |
|
Jun 1, 2026
20d ago
|
EFFECT
| $5.77 $5.46 | ▼ −5.37% | ▼ −2.62% | — |
|
May 28, 2026
23d ago
|
8-K
| $6.05 $6.19 | ▲ +2.31% | ▲ +2.36% | — |
|
May 12, 2026
5w ago
|
8-K
| $5.35 $4.94 | ▼ −7.66% | ▼ −7.74% | — |
|
Apr 13, 2026
9w ago
|
144
| $2.72 $2.85 | ▲ +4.78% | ▲ +3.39% | — |
US Market Status
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