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Enphase Energy

622 hedge funds and large institutions have $8.08B invested in Enphase Energy in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 208 increasing their positions, 267 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.19% more ownership

Funds ownership: 83.79%86.98% (+3.2%)

15% less funds holding

Funds holding: 729622 (-107)

16% less call options, than puts

Call options by funds: $791M | Put options by funds: $941M

22% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 267

37% less capital invested

Capital invested by funds: $12.8B → $8.08B (-$4.72B)

52% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 175

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
622
Holders Change
-107
Holders Change %
-14.68%
% of All Funds
8.19%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
84
Increased
208
Reduced
267
Closed
175
Calls
$791M
Puts
$941M
Net Calls
-$150M
Net Calls Change
-$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B +$3.55M +44,782 +0.3%
BlackRock
2
BlackRock
New York
$1.08B -$6.64M -83,688 -0.5%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$575M +$161M +2,028,691 +32%
State Street
4
State Street
Massachusetts
$428M +$20.8M +262,117 +4%
Invesco
5
Invesco
Georgia
$313M +$109M +1,378,978 +43%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$269M +$40.5M +510,973 +15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$235M +$3.78M +47,593 +1%
Swedbank
8
Swedbank
Sweden
$159M -$91.1M -1,147,423 -33%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$155M +$99.9M +1,258,778 +132%
UBS AM
10
UBS AM
Illinois
$150M -$12.6M -159,233 -7%
Morgan Stanley
11
Morgan Stanley
New York
$150M +$47.8M +602,283 +38%
Northern Trust
12
Northern Trust
Illinois
$115M +$38.4M +484,497 +41%
Goldman Sachs
13
Goldman Sachs
New York
$106M -$129M -1,621,635 -51%
UBS Group
14
UBS Group
Switzerland
$105M +$94.6M +1,191,892 +349%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$99.7M +$26.3M +331,917 +30%
Legal & General Group
16
Legal & General Group
United Kingdom
$97.1M -$4.5M -56,682 -4%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$92.7M +$41.1M +517,989 +62%
Amundi
18
Amundi
France
$81.7M -$1.19M -15,054 -1%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$76.9M +$83.5M +1,052,689 +1,554%
Millennium Management
20
Millennium Management
New York
$71M +$48.8M +615,559 +147%
First Trust Advisors
21
First Trust Advisors
Illinois
$67.3M -$6.04M -76,143 -7%
Charles Schwab
22
Charles Schwab
California
$64.4M +$4.5M +56,676 +6%
Deutsche Bank
23
Deutsche Bank
Germany
$60.4M +$18.3M +230,674 +36%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$60.4M +$17.4M +219,548 +33%
WorldQuant Millennium Advisors
25
WorldQuant Millennium Advisors
New York
$55.3M +$53.8M +678,163 +531%

ENPH Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2024, worth a combined $8.08B — down 37% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 175 funds closed out of ENPH and 84 opened new positions — a net loss of 91 holders — while 267 trimmed existing stakes and 208 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $161M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 622 institutional investors held Enphase Energy (ENPH) as of Q4 2024, down from 729 in Q3 2024.
  • Funds reported $8.08B of Enphase Energy stock for Q4 2024, down 37% quarter-over-quarter.
  • 84 funds opened new Enphase Energy positions in Q4 2024 and 175 closed out, a net change of -91 holders.
  • The largest Enphase Energy buyer in Q4 2024 was Baillie Gifford & Co, an estimated $161M added.
  • The largest Enphase Energy seller in Q4 2024 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2024.