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434 hedge funds and large institutions have $5.33B invested in EnerSys in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 133 increasing their positions, 151 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $33M | Put options by funds: $4.48M

197% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more capital invested

Capital invested by funds: $4.02B → $5.33B (+$1.31B)

16% more funds holding

Funds holding: 374434 (+60)

3.4% more ownership

Funds ownership: 95.14%98.55% (+3.4%)

12% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 151

Holders
434
Holders Change
+60
Holders Change %
+16.04%
% of All Funds
5.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
101
Increased
133
Reduced
151
Closed
34
Calls
$33M
Puts
$4.48M
Net Calls
+$28.5M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$358K +$326K +2,440 New
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$357K -$19.8K -148 -6%
Commonwealth Equity Services
278
Commonwealth Equity Services
Massachusetts
$337K -$5.47K -41 -2%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$337K +$41.7K +312 +16%
EWM
280
Empirical Wealth Management
Washington
$337K +$306K +2,294 New
MM
281
MQS Management
New York
$336K +$305K +2,287 New
GAM
282
Gotham Asset Management
New York
$332K +$302K +2,259 New
Truist Financial
283
Truist Financial
North Carolina
$324K +$295K +2,210 New
BF
284
Brucke Financial
Indiana
$322K -$38.5K -288 -12%
FC
285
FORA Capital
Florida
$312K +$294K +2,198 New
PCM
286
Polymer Capital Management
New York
$311K +$283K +2,118 New
HighTower Advisors
287
HighTower Advisors
Illinois
$310K -$178K -1,333 -39%
CMF
288
Counterpoint Mutual Funds
California
$309K +$282K +2,108 New
SIA
289
SkyView Investment Advisors
New Jersey
$309K
I
290
InceptionR
California
$309K +$281K +2,105 New
FFM
291
Forum Financial Management
Illinois
$305K
Envestnet Portfolio Solutions
292
Envestnet Portfolio Solutions
Illinois
$303K +$276K +2,066 New
GI
293
GAMMA Investing
California
$295K +$23.1K +173 +9%
KAS
294
Kestra Advisory Services
Texas
$295K +$12.6K +94 +5%
MWM
295
Mission Wealth Management
California
$294K
PI
296
PFG Investments
New York
$285K +$10.4K +78 +4%
BC
297
Bayforest Capital
United Kingdom
$285K +$259K +1,939 New
Robeco Institutional Asset Management
298
Robeco Institutional Asset Management
Netherlands
$274K +$250K +1,869 New
SIG
299
Sargent Investment Group
Maryland
$269K +$245K +1,835 New
VI
300
Versor Investments
New York
$269K +$245K +1,834 New