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Fluence Energy

260 hedge funds and large institutions have $2.46B invested in Fluence Energy in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $286M | Put options by funds: $122M

89% more capital invested

Capital invested by funds: $1.31B → $2.46B (+$1.16B)

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

4% more funds holding

Funds holding: 249260 (+11)

2.65% more ownership

Funds ownership: 92.14%94.8% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 94

Holders
260
Holders Change
+11
Holders Change %
+4.42%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
68
Increased
73
Reduced
94
Closed
50
Calls
$286M
Puts
$122M
Net Calls
+$164M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
151
Jain Global
New York
$399K +$380K +20,151 New
New York State Common Retirement Fund
152
New York State Common Retirement Fund
New York
$397K +$20.7K +1,100 +6%
BC
153
Bridgefront Capital
Texas
$371K +$140K +7,426 +65%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$371K -$3.89M -206,461 -92%
CC
155
Cornerstone Capital
California
$371K +$126K +6,700 +56%
ProShare Advisors
156
ProShare Advisors
Maryland
$363K -$344K -18,275 -50%
TA
157
TFB Advisors
Kansas
$361K
ASRS
158
Arizona State Retirement System
Arizona
$359K -$95.4K -5,062 -22%
PCA
159
Pallas Capital Advisors
Massachusetts
$357K +$19 +1 +0%
BFM
160
Boothbay Fund Management
New York
$345K -$358K -19,015 -52%
PFSRSONJ
161
Police & Firemen's Retirement System of New Jersey
New Jersey
$340K -$71.5K -3,795 -18%
WJWM
162
Williams Jones Wealth Management
New York
$336K +$320K +17,000 New
Federated Hermes
163
Federated Hermes
Pennsylvania
$327K +$311K +16,508 New
GAM
164
Gotham Asset Management
New York
$324K +$309K +16,383 New
CTA
165
Chesley Taft & Associates
Illinois
$319K +$112K +5,952 +58%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$314K -$352K -18,665 -54%
Franklin Resources
167
Franklin Resources
California
$313K +$298K +15,828 New
CMF
168
Counterpoint Mutual Funds
California
$309K -$522K -27,722 -64%
WS
169
Wedbush Securities
California
$307K +$292K +15,506 New
SEI Investments
170
SEI Investments
Pennsylvania
$307K -$229K -12,135 -44%
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$305K -$3.03K -161 -1%
State Board of Administration of Florida Retirement System
172
State Board of Administration of Florida Retirement System
Florida
$301K
AWF
173
Alpha Wealth Funds
Utah
$300K
FCM
174
Fieldview Capital Management
Michigan
$298K +$284K +15,049 New
AWP
175
Abacus Wealth Partners
California
$278K +$265K +14,067 New