EnerSys
373 hedge funds and large institutions have $3.14B invested in EnerSys in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 135 increasing their positions, 144 reducing their positions, and 47 closing their positions.
226% more call options, than puts
Call options by funds: $5.25M | Put options by funds: $1.61M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 144
1% less ownership
Funds ownership: 94.51% → 93.5% (-1%)
2% less funds holding
Funds holding: 382 → 373 (-9)
11% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 47
13% less capital inflows, than outflows
Capital inflows: $239M | Capital outflows: $274M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ophir Asset Management
Sydney,
Australia
|
+$27M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$26.6M |
| 3 |
New South Capital Management
Memphis,
Tennessee
|
+$17M |
| 4 |
Hill City Capital
Boston,
Massachusetts
|
+$11.3M |
| 5 |
Schonfeld Strategic Advisors
New York
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$40.3M |
| 2 |
Janus Henderson Group
London,
|
-$34.5M |
| 3 |
BlackRock
New York
|
-$24.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$12.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$12.2M |
ENS Hedge Fund Activity: Q2 2025 in Review
373 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2025, worth a combined $3.14B — down 7.9% from $3.41B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of ENS and 42 opened new positions — a net loss of 5 holders — while 144 trimmed existing stakes and 135 added.
The largest buyer was Ophir Asset Management, opening a new position worth an estimated $27M. The largest seller was Millennium Management, cutting an estimated $40.3M.
- 373 institutional investors held EnerSys (ENS) as of Q2 2025, down from 382 in Q1 2025.
- Funds reported $3.14B of EnerSys stock for Q2 2025, down 7.9% quarter-over-quarter.
- 42 funds opened new EnerSys positions in Q2 2025 and 47 closed out, a net change of -5 holders.
- The largest EnerSys buyer in Q2 2025 was Ophir Asset Management, an estimated $27M added.
- The largest EnerSys seller in Q2 2025 was Millennium Management, an estimated $40.3M sold.
Based on aggregated 13F filings for Q2 2025.