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Energy Recovery
ERII

192 hedge funds and large institutions have $677M invested in Energy Recovery in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $1.04M

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $580M → $677M (+$97.4M)

4% more funds holding

Funds holding: 184 → 192 (+8)

0.71% less ownership

Funds ownership: 83.29% → 82.58% (-0.71%)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
63
Reduced
68
Closed
23
Calls
$1.73M
Puts
$1.04M
Net Calls
+$695K
Net Calls Change
+$298K

Top Buyers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
+$4.49M
2
RA
Royce & Associates
New York
+$4.48M
3
Amundi
Amundi
France
+$4.44M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.27M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.14M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brown Capital Management
Maryland
-$12.4M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$7.92M
3
RS
Robeco Schweiz
Switzerland
-$7.19M
4
Ameriprise
Ameriprise
Minnesota
-$6.13M
5
Invesco
Invesco
Georgia
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$5.48M -$977K -69,320 -16%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$5.35M -$379K -26,891 -7%
Citadel Advisors
28
Citadel Advisors
Florida
$5.12M +$4.14M +293,741 +771%
KAM
29
Kopion Asset Management
Texas
$4.91M +$218K +15,450 +5%
RA
30
Royce & Associates
New York
$4.9M +$4.48M +317,645 New
DPIM
31
Duff & Phelps Investment Management
Illinois
$4.75M +$833K +59,078 +24%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$4.66M +$4.27M +302,525 New
Raymond James Financial
33
Raymond James Financial
Florida
$4.57M -$454K -32,222 -10%
RBI
34
Raiffeisen Bank International
Austria
$4.45M +$423K +30,000 +12%
UBS Group
35
UBS Group
Switzerland
$3.79M -$1.97M -139,749 -36%
Marshall Wace
36
Marshall Wace
United Kingdom
$3.69M +$2.67M +189,175 +377%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$3.63M +$1.13M +80,233 +52%
RAM
38
Redmond Asset Management
Virginia
$3.55M -$170K -12,058 -5%
Deutsche Bank
39
Deutsche Bank
Germany
$3.53M +$83.1K +5,891 +3%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$3.45M +$1.19M +84,522 +61%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$3.28M +$61.6K +4,370 +2%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$3.2M +$2.73M +193,974 +1,434%
MAM
43
Montanaro Asset Management
United Kingdom
$3.17M – – –
HF
44
HRT Financial
New York
$2.74M +$583K +41,360 +30%
N
45
Nuveen
North Carolina
$2.65M -$476K -33,772 -16%
UBS AM
46
UBS AM
Illinois
$2.6M -$993K -70,449 -29%
CS
47
Candriam SCA
Luxembourg
$2.52M – – –
JAM
48
Jupiter Asset Management
United Kingdom
$2.51M -$336K -23,852 -13%
SG Americas Securities
49
SG Americas Securities
New York
$2.5M +$835K +59,234 +58%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$2.45M -$61.5K -4,362 -3%
1
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ERII Hedge Fund Activity: Q3 2025 in Review

192 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q3 2025, worth a combined $677M — up 17% from $580M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ERII positions and 23 closed out — a net gain of 8 holders — while 63 added to existing stakes and 68 trimmed.

The largest buyer was Legal & General Group, adding an estimated $4.49M. The largest seller was Brown Capital Management, cutting an estimated $12.4M.

  • 192 institutional investors held Energy Recovery (ERII) as of Q3 2025, up from 184 in Q2 2025.
  • Funds reported $677M of Energy Recovery stock for Q3 2025, up 17% quarter-over-quarter.
  • 31 funds opened new Energy Recovery positions in Q3 2025 and 23 closed out, a net change of +8 holders.
  • The largest Energy Recovery buyer in Q3 2025 was Legal & General Group, an estimated $4.49M added.
  • The largest Energy Recovery seller in Q3 2025 was Brown Capital Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2025.