We are live on ! Find out more
ERII icon

Energy Recovery

197 hedge funds and large institutions have $446M invested in Energy Recovery in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

24% less capital invested

Capital invested by funds: $591M → $446M (-$144M)

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$890K
Puts
$279K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
176
Essential Partners
California
$2.28K
EWA
177
EverSource Wealth Advisors
Alabama
$2.12K
HI
178
Harbour Investments
Wisconsin
$2.01K
VCM
179
Versant Capital Management
Arizona
$1.72K
ASN
180
Advisory Services Network
Georgia
$1.51K
BCWM
181
Bartlett & Co Wealth Management
Ohio
$1.14K
GI
182
GAMMA Investing
California
$1.09K
WT
183
Whittier Trust
California
$1.04K
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$1.01K
ZBNA
185
Zions Bancorporation, National Association
Utah
$634
TWD
186
True Wealth Design
Ohio
$625
FFA
187
Farther Finance Advisors
California
$562
PA
188
Parallel Advisors
California
$524
IPS
189
Investors Portfolio Services
Washington
$481
RFP
190
Root Financial Partners
California
$332
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$232
SC
192
Stance Capital
Massachusetts
$232
MCM
193
MAI Capital Management
Ohio
$202
PWPS
194
Pinnacle Wealth Planning Services
Ohio
$161
IA
195
IFP Advisors
Florida
$60
RIL
196
Rothschild Investment LLC
Illinois
$50
AAM
197
ACK Asset Management
Connecticut
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
DPIM
199
Duff & Phelps Investment Management
Illinois
Wellington Management Group
200
Wellington Management Group
Massachusetts