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Energy Recovery
ERII

Overview Fund Activity

182 hedge funds and large institutions have $575M invested in Energy Recovery in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
70
Reduced
64
Closed
35
Calls
$1.27M
Puts
$869K
Net Calls
+$397K
Net Calls Change
-$86K

Top Buyers

1
AWG
Alpha Wave Global
New York
$9.13M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$5.43M
3
UBS Group
UBS Group
Switzerland
$4.93M
4
KAM
Kopion Asset Management
Texas
$3.87M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$5.87M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
2
BlackRock
BlackRock
New York
$72.1M
3
UM
UniSuper Management
Australia
$0
4
Citadel Advisors
Citadel Advisors
Florida
$487K
5
Goldman Sachs
Goldman Sachs
New York
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$946 +$946 +74 New
SS
177
SBI Securities
Japan
$805 -$1.53K -120 -66%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$805 – – –
EWA
179
EverSource Wealth Advisors
Alabama
$472 -$459 -36 -49%
IA
180
IFP Advisors
Florida
$435 – – –
RIL
181
Rothschild Investment LLC
Illinois
$256 -$1.47K -115 -85%
FFA
182
Farther Finance Advisors
California
$128 -$115 -9 -47%
AF
183
Allworth Financial
California
$64 -$77 -6 -55%
KA
184
Kozak & Associates
Colorado
$6 -$7 – –
Baillie Gifford & Co
185
Baillie Gifford & Co
United Kingdom
– -$17.5M -1,099,276 Closed
UM
186
UniSuper Management
Australia
– -$3.42M -215,222 Closed
LIM
187
Lagoda Investment Management
New York
– -$1.18M -74,107 Closed
Two Sigma Investments
188
Two Sigma Investments
New York
– -$849K -53,441 Closed
AG
189
Algert Global
California
– -$748K -47,050 Closed
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
– -$723K -45,478 Closed
SFI
191
Susquehanna Fundamental Investments
Pennsylvania
– -$503K -31,676 Closed
EC
192
EntryPoint Capital
New York
– -$456K -28,713 Closed
CF
193
Corebridge Financial
Texas
– -$442K -27,818 Closed
Creative Planning
194
Creative Planning
Kansas
– -$427K -26,867 Closed
PA
195
Promethium Advisors
Maryland
– -$409K -25,729 Closed
JF
196
Jump Financial
Illinois
– -$361K -22,723 Closed
Allianz Asset Management
197
Allianz Asset Management
Germany
– -$339K -21,329 Closed
Man Group
198
Man Group
United Kingdom
– -$285K -17,947 Closed
MC
199
Martin Currie
United Kingdom
– -$270K -17,012 Closed
AAP
200
Aristotle Atlantic Partners
Florida
– -$238K -15,000 Closed
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