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Chart Industries

478 hedge funds and large institutions have $9.63B invested in Chart Industries in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 180 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $8.97B → $9.63B (+$654M)

3.96% more ownership

Funds ownership: 99.99%103.95% (+4%)

5% less funds holding

Funds holding: 502478 (-24)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

17% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 180

20% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 85

49% less call options, than puts

Call options by funds: $39.8M | Put options by funds: $77.5M

Holders
478
Holders Change
-24
Holders Change %
-4.78%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.24%
New
68
Increased
150
Reduced
180
Closed
85
Calls
$39.8M
Puts
$77.5M
Net Calls
-$37.8M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$424K
ECM
302
Evergreen Capital Management
Washington
$422K +$170K +840 +70%
CL
303
Choreo LLC
Illinois
$418K +$6.28K +31 +2%
Jones Financial Companies
304
Jones Financial Companies
Missouri
$412K +$8.92K +44 +2%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$411K +$12.4K +61 +3%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$408K +$22.7K +112 +6%
US Bancorp
307
US Bancorp
Minnesota
$394K -$983K -4,849 -72%
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$388K -$4.46K -22 -1%
ISL
309
Ingalls & Snyder LLC
New York
$388K
CFO
310
Callan Family Office
Pennsylvania
$386K +$149K +737 +65%
SFA
311
Sequoia Financial Advisors
Ohio
$385K +$152K +751 +67%
PA
312
Profund Advisors
Maryland
$385K -$811 -4 -0.2%
HEIP
313
Hudson Edge Investment Partners
New Jersey
$385K -$270K -1,330 -42%
CAM
314
Claret Asset Management
Quebec, Canada
$383K
CTC
315
Cetera Trust Company
Minnesota
$382K +$15.2K +75 +4%
MWM
316
Mission Wealth Management
California
$380K +$5.47K +27 +1%
PCM
317
PenderFund Capital Management
British Columbia, Canada
$371K -$40.5K -200 -10%
FFM
318
Forum Financial Management
Illinois
$370K
LCM
319
Legato Capital Management
California
$370K +$51.3K +253 +16%
EWA
320
EP Wealth Advisors
California
$363K +$357K +1,762 New
TRCT
321
Tower Research Capital (TRC)
New York
$347K -$727K -3,588 -68%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$335K +$107K +528 +48%
MA
323
Montag & Associates
Georgia
$333K +$326K +1,608 +26,800%
HFS
324
Hantz Financial Services
Michigan
$332K +$105K +516 +47%
OF
325
Optimize Financial
California
$332K +$4.05K +20 +1%