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Enerpac Tool Group

258 hedge funds and large institutions have $2.52B invested in Enerpac Tool Group in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

13% more call options, than puts

Call options by funds: $533K | Put options by funds: $471K

11% more capital invested

Capital invested by funds: $2.27B → $2.52B (+$255M)

6% more funds holding

Funds holding: 244258 (+14)

2.52% more ownership

Funds ownership: 101.41%103.93% (+2.5%)

15% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 99

Holders
258
Holders Change
+14
Holders Change %
+5.74%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
84
Reduced
99
Closed
18
Calls
$533K
Puts
$471K
Net Calls
+$62K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$372M -$9.54M -215,012 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$269M -$5.62M -126,776 -2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$229M +$5.04M +113,524 +2%
Capital International Investors
4
Capital International Investors
California
$195M
Neuberger Berman Group
5
Neuberger Berman Group
New York
$149M +$49.8M +1,122,014 +51%
State Street
6
State Street
Massachusetts
$103M -$4.71M -106,116 -4%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$87.3M -$11.7M -263,568 -12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$64.3M -$3.72M -83,773 -6%
CIP
9
Champlain Investment Partners
Vermont
$63.5M +$8.8M +198,416 +16%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$62.5M +$39.8M +897,224 +181%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$58.5M -$8.32M -187,642 -13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$57.6M +$2.1M +47,340 +4%
Jennison Associates
13
Jennison Associates
New York
$57.6M -$34M -767,354 -37%
CB
14
Cooke & Bieler
Pennsylvania
$47.4M -$1.41M -31,892 -3%
Ameriprise
15
Ameriprise
Minnesota
$43.6M +$19.3M +436,152 +81%
GKIM
16
GW&K Investment Management
Massachusetts
$34.1M +$10.5M +237,763 +46%
SAM
17
Southernsun Asset Management
Tennessee
$31.3M -$6.48M -146,179 -17%
Invesco
18
Invesco
Georgia
$28.8M +$2.98M +67,242 +12%
Morgan Stanley
19
Morgan Stanley
New York
$28.2M +$37.1K +836 +0.1%
Charles Schwab
20
Charles Schwab
California
$28M -$90.7K -2,044 -0.3%
Northern Trust
21
Northern Trust
Illinois
$27.5M -$204K -4,606 -0.7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26.7M -$989K -22,294 -4%
Wells Fargo
23
Wells Fargo
California
$18.6M +$226K +5,102 +1%
KCM
24
Kennedy Capital Management
Missouri
$18.3M +$4.08M +92,069 +29%
BAMCO Inc
25
BAMCO Inc
New York
$18.2M -$183K -4,124 -1%

EPAC Hedge Fund Activity: Q1 2025 in Review

258 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2025, worth a combined $2.52B — up 11% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EPAC positions and 18 closed out — a net gain of 16 holders — while 84 added to existing stakes and 99 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $49.8M. The largest seller was Jennison Associates, cutting an estimated $34M.

  • 258 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2025, up from 244 in Q4 2024.
  • Funds reported $2.52B of Enerpac Tool Group stock for Q1 2025, up 11% quarter-over-quarter.
  • 34 funds opened new Enerpac Tool Group positions in Q1 2025 and 18 closed out, a net change of +16 holders.
  • The largest Enerpac Tool Group buyer in Q1 2025 was Neuberger Berman Group, an estimated $49.8M added.
  • The largest Enerpac Tool Group seller in Q1 2025 was Jennison Associates, an estimated $34M sold.

Based on aggregated 13F filings for Q1 2025.