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58 hedge funds and large institutions have $60.7M invested in Envela in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $31.4M → $60.7M (+$29.3M)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

12% more funds holding

Funds holding: 5258 (+6)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

2% more ownership

Funds ownership: 15.48%17.48% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

86% less call options, than puts

Call options by funds: $1K | Put options by funds: $7K

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
20
Reduced
18
Closed
7
Calls
$1K
Puts
$7K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
MBAM
1
Mink Brook Asset Management
Florida
$17.4M -$584 -56 -0%
TCM
2
Topline Capital Management
California
$11.4M -$116K -11,155 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.28M +$149K +14,273 +3%
BlackRock
4
BlackRock
New York
$4.26M +$994K +95,206 +43%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.57M -$68.9K -6,600 -3%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$2.48M +$1.79M +171,268 +1,213%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2M +$53.1K +5,086 +4%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.83M +$587K +56,262 +70%
EI
9
EAM Investors
California
$1.3M +$1.01M +97,166 New
BCM
10
Bridgeway Capital Management
Texas
$1.29M -$104K -10,000 -9%
State Street
11
State Street
Massachusetts
$990K +$123K +11,780 +19%
Northern Trust
12
Northern Trust
Illinois
$983K -$29.5K -2,824 -4%
Goldman Sachs
13
Goldman Sachs
New York
$975K +$269K +25,743 +55%
SEI Investments
14
SEI Investments
Pennsylvania
$792K +$618K +59,171 New
US Bancorp
15
US Bancorp
Minnesota
$779K
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$726K -$30.6K -2,930 -5%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$527K -$83.5K -8,000 -17%
Bank of America
18
Bank of America
North Carolina
$514K -$105K -10,057 -21%
NA
19
NewEdge Advisors
Louisiana
$479K +$211K +20,197 +129%
Morgan Stanley
20
Morgan Stanley
New York
$333K +$26.1K +2,499 +11%
UBS Group
21
UBS Group
Switzerland
$320K -$123K -11,796 -33%
LWL
22
Leo Wealth LLC
Texas
$309K +$241K +23,070 New
Charles Schwab
23
Charles Schwab
California
$268K
KWM
24
Kingsview Wealth Management
Oregon
$218K +$170K +16,272 New
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$212K +$165K +15,819 New