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Enerpac Tool Group

264 hedge funds and large institutions have $2.21B invested in Enerpac Tool Group in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

2% more funds holding

Funds holding: 258264 (+6)

3.31% less ownership

Funds ownership: 103.93%100.62% (-3.3%)

12% less capital invested

Capital invested by funds: $2.52B → $2.21B (-$314M)

20% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 103

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
82
Reduced
103
Closed
28
Calls
$507K
Puts
Net Calls
+$507K
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$324M -$12.4M -294,958 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M +$39.4K +935 +0%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$188M -$18.9M -449,699 -9%
Capital International Investors
4
Capital International Investors
California
$167M -$9.31M -221,150 -5%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$135M +$1.25M +29,652 +0.9%
State Street
6
State Street
Massachusetts
$89.7M -$3.77M -89,502 -4%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$76M -$3.05M -72,393 -4%
CIP
8
Champlain Investment Partners
Vermont
$62.8M +$5.54M +131,580 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$55.9M -$2.3M -54,538 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52.3M +$224K +5,314 +0.4%
Jennison Associates
11
Jennison Associates
New York
$47.5M -$4.8M -113,944 -9%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$44.1M -$12.9M -306,307 -22%
CB
13
Cooke & Bieler
Pennsylvania
$42.9M +$51K +1,210 +0.1%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$42.6M -$10.7M -253,032 -19%
Ameriprise
15
Ameriprise
Minnesota
$33.3M -$6.29M -149,228 -15%
GKIM
16
GW&K Investment Management
Massachusetts
$28.1M -$2.86M -67,934 -9%
Morgan Stanley
17
Morgan Stanley
New York
$26.7M +$1.29M +30,512 +5%
Charles Schwab
18
Charles Schwab
California
$25.1M -$263K -6,233 -1%
Northern Trust
19
Northern Trust
Illinois
$23.9M -$1,000K -23,739 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$22.3M -$1.84M -43,614 -7%
Invesco
21
Invesco
Georgia
$21M -$5.19M -123,167 -19%
SAM
22
Southernsun Asset Management
Tennessee
$20M -$8.64M -205,083 -29%
BAMCO Inc
23
BAMCO Inc
New York
$17.1M +$610K +14,478 +4%
Wells Fargo
24
Wells Fargo
California
$16.5M -$351K -8,342 -2%
KCM
25
Kennedy Capital Management
Missouri
$16.4M -$109K -2,596 -0.6%

EPAC Hedge Fund Activity: Q2 2025 in Review

264 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2025, worth a combined $2.21B — down 12% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EPAC positions and 28 closed out — a net gain of 9 holders — while 82 added to existing stakes and 103 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $6.46M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $18.9M.

  • 264 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2025, up from 258 in Q1 2025.
  • Funds reported $2.21B of Enerpac Tool Group stock for Q2 2025, down 12% quarter-over-quarter.
  • 37 funds opened new Enerpac Tool Group positions in Q2 2025 and 28 closed out, a net change of +9 holders.
  • The largest Enerpac Tool Group buyer in Q2 2025 was Qube Research & Technologies (QRT), an estimated $6.46M added.
  • The largest Enerpac Tool Group seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2025.