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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
W
401
WealthCollab
Washington
$6.9K
WA
402
WPG Advisers
Maryland
$6.9K +$5.08K +38 +422%
SIC
403
SJS Investment Consulting
Ohio
$6.46K +$5.21K +39 +780%
AGWCA
404
Annis Gardner Whiting Capital Advisors
Florida
$6.31K
IAS
405
IMA Advisory Services
Colorado
$5.87K +$5.34K +40 New
BGAI
406
Bruce G. Allen Investments
Colorado
$5.28K
MHR
407
Matthew Hamilton Rosenberg
$5.28K
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$5.14K -$134 -1 -3%
MAFA
409
MJT & Associates Financial Advisory
Minnesota
$3.82K -$801 -6 -19%
PWMG
410
Private Wealth Management Group
New Jersey
$3.67K
S
411
Sachetta
Massachusetts
$3.23K
KFAS
412
Keating Financial Advisory Services
Kansas
$3.23K +$2.94K +22 New
KG
413
Kilter Group
New York
$3.08K +$2.8K +21 New
MCM
414
MAI Capital Management
Ohio
$2.94K +$1.07K +8 +67%
TPBG
415
Turning Point Benefit Group
Maryland
$2.79K +$2.54K +19 New
FFO
416
Fortitude Family Office
Arizona
$2.5K +$534 +4 +31%
TF
417
Tompkins Financial
New York
$2.35K +$2.14K +16 New
PWMG
418
Prestige Wealth Management Group
New Jersey
$2.2K
BFS
419
Bare Financial Services
Pennsylvania
$2.06K +$801 +6 +75%
NFSG
420
Newbridge Financial Services Group
Florida
$1.93K
RWS
421
Retirement Wealth Solutions
Wisconsin
$1.76K +$1.6K +12 New
LFG
422
Larson Financial Group
Missouri
$1.5K
SHIM
423
Stone House Investment Management
Pennsylvania
$1.47K
DPW
424
DiNuzzo Private Wealth
Pennsylvania
$1.32K
SFCL
425
Strengthening Families & Communities LLC
Massachusetts
$739