Enphase Energy
ENPH
533 hedge funds and large institutions have $6.09B invested in Enphase Energy in 2026 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 142 increasing their positions, 188 reducing their positions, and 84 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
60% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 84
29% more capital invested
Capital invested by funds: $4.73B → $6.09B (+$1.36B)
20% more call options, than puts
Call options by funds: $913M | Put options by funds: $759M
8% more funds holding
Funds holding: 495 → 533 (+38)
1.59% less ownership
Funds ownership: 95.58% → 93.99% (-1.6%)
24% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$105M |
| 2 |
SPC
Slate Path Capital
New York
|
+$76.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$74.3M |
| 4 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$71.2M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$60.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$252M |
| 2 |
Holocene Advisors
New York
|
-$149M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$114M |
| 4 |
D.E. Shaw & Co
New York
|
-$76M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$73.8M |
ENPH Hedge Fund Activity: Q2 2026 in Review
533 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2026, worth a combined $6.09B — up 29% from $4.73B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new ENPH positions and 84 closed out — a net gain of 50 holders — while 142 added to existing stakes and 188 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was Alyeska Investment Group, cutting an estimated $252M.
- 533 institutional investors held Enphase Energy (ENPH) as of Q2 2026, up from 495 in Q1 2026.
- Funds reported $6.09B of Enphase Energy stock for Q2 2026, up 29% quarter-over-quarter.
- 134 funds opened new Enphase Energy positions in Q2 2026 and 84 closed out, a net change of +50 holders.
- The largest Enphase Energy buyer in Q2 2026 was JP Morgan Chase, an estimated $105M added.
- The largest Enphase Energy seller in Q2 2026 was Alyeska Investment Group, an estimated $252M sold.
Based on aggregated 13F filings for Q2 2026.