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Chart Industries
GTLS

Overview Fund Activity

546 hedge funds and large institutions have $7.97B invested in Chart Industries in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 193 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
7.32%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
92
Increased
205
Reduced
193
Closed
82
Calls
$35.6M
Puts
$75.2M
Net Calls
-$39.6M
Net Calls Change
-$24.8M

Top Buyers

1
PL
Perpetual Ltd
Australia
+$107M
2
CC
Clearline Capital
New York
+$48.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$47.6M
4
BlackRock
BlackRock
New York
+$42.1M
5
GCM
Gates Capital Management
New York
+$38.9M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$264M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$171M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$67.7M
4
EC
Engaged Capital
California
-$53.3M
5
DCM
Driehaus Capital Management
Illinois
-$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
3F
401
360 Financial
Minnesota
$263K – – –
EWM
402
Evercore Wealth Management
New York
$263K – – –
GIM
403
Goelzer Investment Management
Indiana
$263K -$32.9K -200 -11%
VWA
404
Visionary Wealth Advisors
Illinois
$260K +$260K +1,581 New
IA
405
IFP Advisors
Florida
$258K +$11.5K +63 +5%
WWM
406
Whalen Wealth Management
Nevada
$257K +$257K +1,562 New
AWM
407
AE Wealth Management
Kansas
$246K -$13.2K -80 -5%
SCM
408
Shelton Capital Management
Colorado
$245K -$8.56K -52 -3%
FTWA
409
Fifth Third Wealth Advisors
Ohio
$245K +$659 +4 +0.3%
IRC
410
Investors Research Corp
Georgia
$243K – – –
EI
411
Ellevest Inc
New York
$232K -$15.3K -93 -6%
SQA
412
Simon Quick Advisors
New Jersey
$232K -$165 -1 -0.1%
CIM
413
CIM Investment Management
Pennsylvania
$229K +$229K +1,199 New
CIBC Asset Management
414
CIBC Asset Management
Ontario, Canada
$223K +$223K +1,356 New
OF
415
Optimize Financial
California
$220K +$220K +1,339 New
VCA
416
Verdence Capital Advisors
Maryland
$218K -$100K -608 -31%
CFO
417
Callan Family Office
Pennsylvania
$217K +$217K +1,320 New
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$212K +$81.3K +494 +62%
American Century Companies
419
American Century Companies
Missouri
$210K -$142K -865 -40%
WFA
420
Wellspring Financial Advisors
Ohio
$210K +$210K +1,274 New
EA
421
Enclave Advisors
Texas
$205K +$205K +1,248 New
MFG
422
Merit Financial Group
Georgia
$205K +$205K +1,248 New
KBC Group
423
KBC Group
Belgium
$203K -$85K -516 -30%
HAG
424
HighPoint Advisor Group
Illinois
$201K +$201K +1,222 New
MCM
425
MAI Capital Management
Ohio
$198K +$659 +4 +0.3%
15 16
17
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