SoftBank's Stock Attracting Big Money: Here's What Institutions Are Doing

Analysts just raised their SoftBank price target by nearly 20%, pushing the one-year average to €103.08 per share—a significant jump from the €86.15 estimate just months ago. The upside? A potential 64.72% gain from current levels at €62.58.

But here’s what’s really interesting: institutional money is voting with their feet.

The Fund Positioning Story

285 funds and institutions now hold SFT positions—a 1.42% increase last quarter. While their total share count dipped slightly (-0.58%), the average portfolio weight surged 10.54%. Translation: institutions are making SoftBank a bigger bet, not a smaller one.

Smart Money Moves

Europacific Growth Fund just massively increased its SFT allocation by 548% quarter-over-quarter, now holding 11.5M shares. Vanguard’s international funds also bumped up their weightings—VGTSX increased allocation by 37.23%, despite trimming share count.

Meanwhile, iShares Japan ETF (EWJ) is the outlier, scaling back its SFT allocation by 12.39% even as it added shares. A classic rotation signal?

The Bottom Line

Analyst upgrades meet institutional accumulation—the classic setup for potential momentum. Price targets range from €55.82 to €162.50, showing the market’s uncertainty. But when mega-funds are reallocating toward a position, it’s worth paying attention to the signal beneath the noise.