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Fluence Energy

224 hedge funds and large institutions have $584M invested in Fluence Energy in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $25M

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

3.68% more ownership

Funds ownership: 88.79%92.47% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 247224 (-23)

29% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 75

68% less capital invested

Capital invested by funds: $1.83B → $584M (-$1.25B)

Holders
224
Holders Change
-23
Holders Change %
-9.31%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
77
Reduced
62
Closed
75
Calls
$47.1M
Puts
$25M
Net Calls
+$22.1M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
S
1
Siemens
Germany
$193M
SPT
2
Siemens Pension Trust
Germany
$57M
Vanguard Group
3
Vanguard Group
Pennsylvania
$30M -$607K -63,454 -1%
BlackRock
4
BlackRock
New York
$22.6M -$1.75M -183,348 -4%
UBS Group
5
UBS Group
Switzerland
$19.8M +$26M +2,718,201 +199%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$17.1M +$6.14M +641,414 +22%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$15.7M +$7.81M +815,703 +34%
Goldman Sachs
8
Goldman Sachs
New York
$15.4M +$19.9M +2,076,668 +190%
Bank of America
9
Bank of America
North Carolina
$14.5M +$23.2M +2,419,774 +418%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$14.2M +$13M +1,362,198 +87%
CP
11
CenterBook Partners
Connecticut
$12.5M +$24.6M +2,568,752 New
Morgan Stanley
12
Morgan Stanley
New York
$9.2M +$9.62M +1,004,758 +113%
Two Sigma Investments
13
Two Sigma Investments
New York
$8.36M +$15.3M +1,601,474 +1,307%
State Street
14
State Street
Massachusetts
$8.05M -$453K -47,368 -3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$7.91M +$4.76M +497,056 +44%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.42M +$161K +16,804 +1%
Handelsbanken Fonder
17
Handelsbanken Fonder
Sweden
$6.35M -$29.7M -3,099,498 -70%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.8M +$7.79M +814,222 +467%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$4.75M +$9.37M +978,656 New
Invesco
20
Invesco
Georgia
$4.49M +$5.35M +558,498 +152%
EAM
21
Erste Asset Management
Austria
$4.4M -$2.17M -226,594 -20%
AQR Capital Management
22
AQR Capital Management
Connecticut
$4.37M +$8.06M +842,257 +1,442%
EP
23
Edgestream Partners
New Jersey
$4.18M +$8.25M +861,769 New
Wells Fargo
24
Wells Fargo
California
$3.82M +$5.36M +560,174 +247%
Millennium Management
25
Millennium Management
New York
$3.41M -$168K -17,587 -2%

FLNC Hedge Fund Activity: Q1 2025 in Review

224 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q1 2025, worth a combined $584M — down 68% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of FLNC and 53 opened new positions — a net loss of 22 holders — while 62 trimmed existing stakes and 77 added.

The largest buyer was UBS Group, adding an estimated $26M. The largest seller was Zimmer Partners, exiting entirely with an estimated $34.1M sold.

  • 224 institutional investors held Fluence Energy (FLNC) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $584M of Fluence Energy stock for Q1 2025, down 68% quarter-over-quarter.
  • 53 funds opened new Fluence Energy positions in Q1 2025 and 75 closed out, a net change of -22 holders.
  • The largest Fluence Energy buyer in Q1 2025 was UBS Group, an estimated $26M added.
  • The largest Fluence Energy seller in Q1 2025 was Zimmer Partners, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2025.