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Energy Recovery
ERII

203 hedge funds and large institutions have $713M invested in Energy Recovery in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

36% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $1.35M

8% more funds holding

Funds holding: 188 → 203 (+15)

8% more capital invested

Capital invested by funds: $662M → $713M (+$50.7M)

3.86% more ownership

Funds ownership: 77.79% → 81.65% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
55
Reduced
72
Closed
20
Calls
$1.83M
Puts
$1.35M
Net Calls
+$483K
Net Calls Change
+$139K

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$8.13M
2
BlackRock
BlackRock
New York
+$5.78M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.69M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.56M
5
Legal & General Group
Legal & General Group
United Kingdom
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$6.43M
2
UM
UniSuper Management
Australia
-$5.76M
3
BCM
Brown Capital Management
Maryland
-$4.92M
4
Invesco
Invesco
Georgia
-$3.87M
5
MAM
Montanaro Asset Management
United Kingdom
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
201
Stephens Consulting
Michigan
$398 +$380 +25 New
FFA
202
Farther Finance Advisors
California
$301 – – –
AF
203
Allworth Financial
California
$167 – – –
KA
204
Kozak & Associates
Colorado
$7 – – –
Wellington Management Group
205
Wellington Management Group
Massachusetts
– -$2.15M -146,024 Closed
Point72 Asset Management
206
Point72 Asset Management
Connecticut
– -$909K -61,851 Closed
CSS
207
Cubist Systematic Strategies
Connecticut
– -$879K -59,800 Closed
AA
208
ALPS Advisors
Colorado
– -$321K -21,850 Closed
FRM
209
Fox Run Management
Connecticut
– -$305K -20,728 Closed
TSS
210
Two Sigma Securities
New York
– -$275K -18,691 Closed
DTL
211
Dynamic Technology Lab
Singapore
– -$234K -15,924 Closed
VI
212
Versor Investments
New York
– -$211K -14,376 Closed
LPL Financial
213
LPL Financial
California
– -$196K -13,358 Closed
Schroder Investment Management Group
214
Schroder Investment Management Group
United Kingdom
– -$160K -10,873 Closed
SPIA
215
Steward Partners Investment Advisory
New York
– -$20.9K -1,425 Closed
CCA
216
Catalyst Capital Advisors
New York
– -$19.7K -1,341 Closed
QL
217
Quarry LP
New York
– -$15.8K -1,073 Closed
SSG
218
Summit Securities Group
New York
– -$9.82K -668 Closed
RS
219
R Squared
Hong Kong
– -$9.26K -630 Closed
ACM
220
Aster Capital Management
United Arab Emirates
– -$4.34K -295 Closed
VWM
221
Venturi Wealth Management
Texas
– -$3.82K -260 Closed
CFGS
222
Concourse Financial Group Securities
Alabama
– -$1.47K -100 Closed
TWD
223
True Wealth Design
Ohio
– -$133 -9 Closed
IA
224
IFP Advisors
Florida
– -$88 -6 Closed
5 6 7 8
9

ERII Hedge Fund Activity: Q1 2025 in Review

203 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q1 2025, worth a combined $713M — up 7.7% from $662M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ERII positions and 20 closed out — a net gain of 17 holders — while 55 added to existing stakes and 72 trimmed.

The largest buyer was Select Equity Group, adding an estimated $8.13M. The largest seller was Diamond Hill Capital Management, cutting an estimated $6.43M.

  • 203 institutional investors held Energy Recovery (ERII) as of Q1 2025, up from 188 in Q4 2024.
  • Funds reported $713M of Energy Recovery stock for Q1 2025, up 7.7% quarter-over-quarter.
  • 37 funds opened new Energy Recovery positions in Q1 2025 and 20 closed out, a net change of +17 holders.
  • The largest Energy Recovery buyer in Q1 2025 was Select Equity Group, an estimated $8.13M added.
  • The largest Energy Recovery seller in Q1 2025 was Diamond Hill Capital Management, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2025.