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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
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$53.6K +$32.3K +242 +197%
WG
352
Wellington Group
Indiana
$48K +$43.7K +327 New
SAM
353
Smartleaf Asset Management
Massachusetts
$40.5K +$14.8K +111 +69%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$39.5K -$1.6K -12 -4%
LSA
355
Leonteq Securities AG
Switzerland
$36.8K +$4.14K +31 +14%
TCOV
356
Trust Company of Vermont
Vermont
$36K
RFP
357
Root Financial Partners
California
$36K +$2.94K +22 +10%
HCA
358
Harbor Capital Advisors
Illinois
$34K -$534 -4 -2%
SS
359
SBI Securities
Japan
$31.4K +$20.2K +151 +240%
Optiver Holding
360
Optiver Holding
Netherlands
$30.4K -$27.4K -205 -50%
N
361
Natixis
France
$29.1K -$126K -940 -83%
TWD
362
True Wealth Design
Ohio
$28.3K +$401 +3 +2%
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$26.7K +$13.1K +98 +117%
Los Angeles Capital Management
364
Los Angeles Capital Management
California
$25.3K +$27K +202 New
Bessemer Group
365
Bessemer Group
New Jersey
$24K +$6.01K +45 +41%
S
366
SignatureFD
Georgia
$23K +$1.74K +13 +9%
TSMHT
367
Thurston Springer Miller Herd & Titak
Indiana
$21.2K +$19.2K +144 New
SAG
368
SageView Advisory Group
California
$21K +$19.1K +143 New
GXJ
369
Global X Japan
Japan
$19.4K
PTC
370
Private Trust Company
Ohio
$18.9K +$801 +6 +5%
UFF
371
USA Financial Formulas
Michigan
$18.3K +$16.7K +125 New
OP
372
ORG Partners
Indiana
$18K +$16.4K +123 New
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K
BL
374
BFSG LLC
California
$16.9K
GRP
375
Global Retirement Partners
California
$15.9K +$8.95K +67 +163%