Energy Recovery
ERII
203 hedge funds and large institutions have $713M invested in Energy Recovery in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 20 closing their positions.
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
36% more call options, than puts
Call options by funds: $1.83M | Put options by funds: $1.35M
8% more funds holding
Funds holding: 188 → 203 (+15)
8% more capital invested
Capital invested by funds: $662M → $713M (+$50.7M)
3.86% more ownership
Funds ownership: 77.79% → 81.65% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
24% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$8.13M |
| 2 |
BlackRock
New York
|
+$5.78M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.69M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.56M |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$6.43M |
| 2 |
UM
UniSuper Management
Melbourne, Victoria,
Australia
|
-$5.76M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$4.92M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$3.87M |
| 5 |
MAM
Montanaro Asset Management
London,
United Kingdom
|
-$3.13M |
ERII Hedge Fund Activity: Q1 2025 in Review
203 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q1 2025, worth a combined $713M — up 7.7% from $662M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ERII positions and 20 closed out — a net gain of 17 holders — while 55 added to existing stakes and 72 trimmed.
The largest buyer was Select Equity Group, adding an estimated $8.13M. The largest seller was Diamond Hill Capital Management, cutting an estimated $6.43M.
- 203 institutional investors held Energy Recovery (ERII) as of Q1 2025, up from 188 in Q4 2024.
- Funds reported $713M of Energy Recovery stock for Q1 2025, up 7.7% quarter-over-quarter.
- 37 funds opened new Energy Recovery positions in Q1 2025 and 20 closed out, a net change of +17 holders.
- The largest Energy Recovery buyer in Q1 2025 was Select Equity Group, an estimated $8.13M added.
- The largest Energy Recovery seller in Q1 2025 was Diamond Hill Capital Management, an estimated $6.43M sold.
Based on aggregated 13F filings for Q1 2025.