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Energy Recovery

200 hedge funds and large institutions have $706M invested in Energy Recovery in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3.72% more ownership

Funds ownership: 77.18%80.9% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 71

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.83M
Puts
$1.35M
Net Calls
Net Calls Change

Top Buyers

1 +$8.5M
2 +$6.03M
3 +$3.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.72M
5
Legal & General Group
Legal & General Group
United Kingdom
+$3.07M

Top Sellers

1 -$6.71M
2 -$6.02M
3 -$5.14M
4
Invesco
Invesco
Georgia
-$4.04M
5
MAM
Montanaro Asset Management
United Kingdom
-$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$7.05K
TFIPS
177
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.36K
CWP
178
Concord Wealth Partners
Virginia
$4.77K
SW
179
SVB Wealth
Massachusetts
$4.61K
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$4.16K
VCM
181
Versant Capital Management
Arizona
$3.7K
SS
182
SBI Securities
Japan
$2.91K
QCG
183
Quadrant Capital Group
Ohio
$2.65K
RIL
184
Rothschild Investment LLC
Illinois
$2.15K
NA
185
NewEdge Advisors
Louisiana
$1.59K
WT
186
Whittier Trust
California
$1.59K
VFM
187
Vision Financial Markets
Connecticut
$1.59K
GI
188
GAMMA Investing
California
$1.38K
EWA
189
EverSource Wealth Advisors
Alabama
$1.16K
LFG
190
Larson Financial Group
Missouri
$1.02K
C
191
Covestor
United Kingdom
$1K
S
192
SignatureFD
Georgia
$969
SCM
193
Sterling Capital Management
North Carolina
$922
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$902
AAP
195
Arax Advisory Partners
Colorado
$731
CIAM
196
Caitong International Asset Management
Hong Kong
$651
CCM
197
Coldstream Capital Management
Washington
$541
SC
198
Stephens Consulting
Michigan
$398
FFA
199
Farther Finance Advisors
California
$301
AF
200
Allworth Financial
California
$167