Energy Recovery
ERII
192 hedge funds and large institutions have $677M invested in Energy Recovery in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 23 closing their positions.
67% more call options, than puts
Call options by funds: $1.73M | Put options by funds: $1.04M
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
17% more capital invested
Capital invested by funds: $580M → $677M (+$97.4M)
4% more funds holding
Funds holding: 184 → 192 (+8)
0.71% less ownership
Funds ownership: 83.29% → 82.58% (-0.71%)
7% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legal & General Group
London,
United Kingdom
|
+$4.49M |
| 2 |
RA
Royce & Associates
New York
|
+$4.48M |
| 3 |
Amundi
Paris,
France
|
+$4.44M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.27M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$12.4M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$7.92M |
| 3 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$7.19M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.13M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.06M |
ERII Hedge Fund Activity: Q3 2025 in Review
192 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q3 2025, worth a combined $677M — up 17% from $580M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new ERII positions and 23 closed out — a net gain of 8 holders — while 63 added to existing stakes and 68 trimmed.
The largest buyer was Legal & General Group, adding an estimated $4.49M. The largest seller was Brown Capital Management, cutting an estimated $12.4M.
- 192 institutional investors held Energy Recovery (ERII) as of Q3 2025, up from 184 in Q2 2025.
- Funds reported $677M of Energy Recovery stock for Q3 2025, up 17% quarter-over-quarter.
- 31 funds opened new Energy Recovery positions in Q3 2025 and 23 closed out, a net change of +8 holders.
- The largest Energy Recovery buyer in Q3 2025 was Legal & General Group, an estimated $4.49M added.
- The largest Energy Recovery seller in Q3 2025 was Brown Capital Management, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2025.