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495 hedge funds and large institutions have $6.16B invested in EnerSys in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 190 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $11.8M

187% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 38

30% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 146

16% more capital invested

Capital invested by funds: $5.33B → $6.16B (+$828M)

14% more funds holding

Funds holding: 434495 (+61)

1.97% less ownership

Funds ownership: 98.55%96.57% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
495
Holders Change
+61
Holders Change %
+14.06%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
109
Increased
190
Reduced
146
Closed
38
Calls
$51.5M
Puts
$11.8M
Net Calls
+$39.6M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
451
Intentional Wealth Strategies
Colorado
$8.69K +$8.47K +50 New
SS
452
Sunbelt Securities
Texas
$8.34K
W
453
WealthCollab
Washington
$8.16K
AGWCA
454
Annis Gardner Whiting Capital Advisors
Florida
$7.47K
MHR
455
Matthew Hamilton Rosenberg
$6.25K
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$6.08K
FFO
457
Fortitude Family Office
Arizona
$6.08K +$3.05K +18 +106%
BGAI
458
Bruce G. Allen Investments
Colorado
$5.91K -$339 -2 -6%
WSFG
459
Wall Street Financial Group
Illinois
$5.38K +$5.25K +31 New
MAFA
460
MJT & Associates Financial Advisory
Minnesota
$4.52K
KFAS
461
Keating Financial Advisory Services
Kansas
$4.52K +$678 +4 +18%
PWMG
462
Private Wealth Management Group
New Jersey
$4.34K
RWS
463
Retirement Wealth Solutions
Wisconsin
$4.34K +$2.2K +13 +108%
CMA
464
Cedar Mountain Advisors
Oregon
$4K +$3.9K +23 New
KG
465
Kilter Group
New York
$3.48K -$169 -1 -5%
RS
466
Rakuten Securities
Japan
$3.47K +$3.39K +20 New
LFG
467
Larson Financial Group
Missouri
$3.16K +$1.35K +8 +80%
TCM
468
TD Capital Management
Tennessee
$2.96K +$2.88K +17 New
IAS
469
IMA Advisory Services
Colorado
$2.95K -$3.9K -23 -58%
PWMG
470
Prestige Wealth Management Group
New Jersey
$2.61K
BFS
471
Bare Financial Services
Pennsylvania
$2.43K
DWM
472
Dogwood Wealth Management
Kansas
$2.08K +$2.03K +12 New
SHIM
473
Stone House Investment Management
Pennsylvania
$1.91K +$169 +1 +10%
DPW
474
DiNuzzo Private Wealth
Pennsylvania
$1.56K
BHWM
475
Bay Harbor Wealth Management
Maryland
$1.56K +$678 +4 +80%