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Energy Recovery
ERII

Overview Fund Activity

180 hedge funds and large institutions have $573M invested in Energy Recovery in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 35 closing their positions.

Holders
180
Holders Change
-20
Holders Change %
-10%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
69
Reduced
64
Closed
35
Calls
$637K
Puts
$390K
Net Calls
+$247K
Net Calls Change
-$236K

Top Buyers

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

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$72.1M
3
UM
3
UniSuper Management
Australia
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$487K
5
Goldman Sachs
5
Goldman Sachs
New York
$5.93M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
– – -14,449 Closed
PCM
202
Polymer Capital Management
New York
– – -14,068 Closed
CWM
203
CIBC World Markets
New York
– – -12,600 Closed
JWS
204
Juncture Wealth Strategies
Arizona
– – -11,211 Closed
AG
205
AmeriFlex Group
Nevada
– – -3,000 Closed
PA
206
Parallel Advisors
California
– – -2,081 Closed
Group One Trading
207
Group One Trading
Illinois
– – -1,417 Closed
TFGT
208
TS Financial Group (TSFG)
Illinois
– – -1,000 Closed
SW
209
SVB Wealth
Massachusetts
– – -290 Closed
VCM
210
Versant Capital Management
Arizona
– – -233 Closed
QCG
211
Quadrant Capital Group
Ohio
– – -167 Closed
NA
212
NewEdge Advisors
Louisiana
– – -100 Closed
GI
213
GAMMA Investing
California
– – -87 Closed
LFG
214
Larson Financial Group
Missouri
– – -64 Closed
S
215
SignatureFD
Georgia
– – -61 Closed
AAP
216
Arax Advisory Partners
Colorado
– – -46 Closed
CIAM
217
Caitong International Asset Management
Hong Kong
– – -41 Closed
CCM
218
Coldstream Capital Management
Washington
– – -34 Closed
SC
219
Stephens Consulting
Michigan
– – -25 Closed
Wolverine Trading
220
Wolverine Trading
Illinois
– – – –
Nomura Asset Management
221
Nomura Asset Management
Japan
– – – –
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