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Enerpac Tool Group

244 hedge funds and large institutions have $2.18B invested in Enerpac Tool Group in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $2.21B → $2.18B (-$25.2M)

1.94% less ownership

Funds ownership: 100.62%98.68% (-1.9%)

8% less funds holding

Funds holding: 264244 (-20)

18% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 97

38% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 47

Holders
244
Holders Change
-20
Holders Change %
-7.58%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
80
Reduced
97
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$320M -$7.94M -196,663 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M -$4.99M -123,530 -2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$189M -$1.53M -37,905 -0.8%
Capital International Investors
4
Capital International Investors
California
$186M +$16.3M +403,834 +10%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$156M +$19.2M +476,245 +14%
State Street
6
State Street
Massachusetts
$90.7M -$10.7K -265 -0%
CIP
7
Champlain Investment Partners
Vermont
$78.7M +$15M +371,098 +24%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$70.3M -$6.41M -158,824 -8%
CB
9
Cooke & Bieler
Pennsylvania
$63.4M +$19.7M +488,209 +46%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$56.7M +$181K +4,480 +0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$53.2M +$257K +6,369 +0.5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$46.6M +$2.04M +50,645 +5%
Jennison Associates
13
Jennison Associates
New York
$33M -$14.7M -365,272 -31%
SAM
14
Southernsun Asset Management
Tennessee
$25.9M +$5.65M +139,891 +28%
Charles Schwab
15
Charles Schwab
California
$25.1M -$245K -6,078 -1%
GKIM
16
GW&K Investment Management
Massachusetts
$23.9M -$4.34M -107,539 -16%
Morgan Stanley
17
Morgan Stanley
New York
$23.9M -$3.07M -76,071 -12%
Northern Trust
18
Northern Trust
Illinois
$23.7M -$418K -10,349 -2%
Ameriprise
19
Ameriprise
Minnesota
$22.2M -$11.3M -280,647 -34%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$21M -$1.58M -39,158 -7%
Brown Advisory
21
Brown Advisory
Maryland
$18.4M +$18.1M +448,331 New
BAMCO Inc
22
BAMCO Inc
New York
$18.3M +$1.03M +25,494 +6%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$17.4M +$2.83M +70,152 +20%
Wells Fargo
24
Wells Fargo
California
$15.3M -$1.3M -32,179 -8%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$14.8M +$1.93M +47,891 +15%

EPAC Hedge Fund Activity: Q3 2025 in Review

244 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2025, worth a combined $2.18B — down 1.1% from $2.21B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EPAC and 29 opened new positions — a net loss of 18 holders — while 97 trimmed existing stakes and 80 added.

The largest buyer was Cooke & Bieler, adding an estimated $19.7M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $42.6M sold.

  • 244 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2025, down from 264 in Q2 2025.
  • Funds reported $2.18B of Enerpac Tool Group stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 29 funds opened new Enerpac Tool Group positions in Q3 2025 and 47 closed out, a net change of -18 holders.
  • The largest Enerpac Tool Group buyer in Q3 2025 was Cooke & Bieler, an estimated $19.7M added.
  • The largest Enerpac Tool Group seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q3 2025.