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Ameresco

188 hedge funds and large institutions have $971M invested in Ameresco in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,085% more call options, than puts

Call options by funds: $7.7M | Put options by funds: $650K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 186188 (+2)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

1.88% less ownership

Funds ownership: 97.19%95.31% (-1.9%)

14% less capital invested

Capital invested by funds: $1.13B → $971M (-$159M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
32
Increased
60
Reduced
58
Closed
29
Calls
$7.7M
Puts
$650K
Net Calls
+$7.05M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UA
176
USCF Advisers
California
$2.93K
PWA
177
Physician Wealth Advisors
Utah
$2.14K
RIL
178
Rothschild Investment LLC
Illinois
$2.05K
SPIA
179
Steward Partners Investment Advisory
New York
$1.41K
KG
180
Kilter Group
New York
$1.08K
SC
181
Swan Capital
Florida
$1.02K
AA
182
Ancora Advisors
Ohio
$879 -$1.4K -40 -57%
OP
183
ORG Partners
Indiana
$732
BWA
184
Basecamp Wealth Advisors
Washington
$674 +$807 +23 New
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$293 +$351 +10 New
IA
186
IFP Advisors
Florida
$176
SHIM
187
Stone House Investment Management
Pennsylvania
$117 +$140 +4 New
PCM
188
Portolan Capital Management
Massachusetts
-$5.87M -174,903 Closed
EF
189
Empowered Funds
Pennsylvania
-$4.09M -121,885 Closed
PC
190
Pier Capital
Connecticut
-$3.51M -104,380 Closed
SC
191
Shellback Capital
Massachusetts
-$3.11M -92,580 Closed
DFCM
192
Dark Forest Capital Management
Puerto Rico
-$2.75M -81,995 Closed
Victory Capital Management
193
Victory Capital Management
Texas
-$1.42M -42,423 Closed
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
-$1.23M -36,554 Closed
AFG
195
Atomi Financial Group
New York
-$627K -18,676 Closed
NFSG
196
Newbridge Financial Services Group
Florida
-$627K -18,672 Closed
DTL
197
Dynamic Technology Lab
Singapore
-$591K -17,590 Closed
MG
198
Marex Group
-$555K -16,515 Closed
II
199
Inspire Investing
Idaho
-$450K -13,386 Closed
Lazard Asset Management
200
Lazard Asset Management
New York
-$275K -8,200 Closed