We are live on ! Find out more
IPWR icon

Ideal Power

23 hedge funds and large institutions have $19.3M invested in Ideal Power in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

0.47% more ownership

Funds ownership: 30.86%31.33% (+0.47%)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $19.5M → $19.3M (-$180K)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
AIGH Capital Management
Maryland
$6.22M +$873K +123,315 +18%
AIC
2
AWM Investment Company
New York
$4.54M
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.44M
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.1M +$298K +42,032 +18%
BL
5
Bleichroeder LP
New York
$1M
BlackRock
6
BlackRock
New York
$900K +$821 +116 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$586K -$1.51K -213 -0.3%
CCC
8
Cable Car Capital
California
$378K
UBS Group
9
UBS Group
Switzerland
$370K +$3.79K +536 +1%
B
10
Bailard
California
$170K -$2.65K -375 -2%
State Street
11
State Street
Massachusetts
$165K +$19.1K +2,700 +14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$132K +$21.2K +3,000 +21%
SWP
13
Stratos Wealth Partners
Ohio
$112K
Northern Trust
14
Northern Trust
Illinois
$102K +$24.4K +3,443 +34%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$42K +$38.9K +5,500 New
Bank of America
16
Bank of America
North Carolina
$8.28K +$7.1K +1,003 +1,078%
IA
17
IFP Advisors
Florida
$4.95K
Osaic Holdings
18
Osaic Holdings
Arizona
$2.29K
GWM
19
Geneos Wealth Management
Colorado
$1.59K
CAS
20
Coppell Advisory Solutions
Texas
$663
Morgan Stanley
21
Morgan Stanley
New York
$378
SS
22
SBI Securities
Japan
$211 +$198 +28 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$152 -$113 -16 -44%
TRCT
24
Tower Research Capital (TRC)
New York
-$4.05K -494 Closed
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
-$1.64K -200 Closed

IPWR Hedge Fund Activity: Q4 2024 in Review

23 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q4 2024, worth a combined $19.3M — down 0.93% from $19.5M a quarter earlier.

Fund positioning in IPWR was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 3 trimmed.

The largest buyer was AIGH Capital Management, adding an estimated $873K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $4.05K sold.

  • 23 institutional investors held Ideal Power (IPWR) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $19.3M of Ideal Power stock for Q4 2024, down 0.93% quarter-over-quarter.
  • 2 funds opened new Ideal Power positions in Q4 2024 and 2 closed out, a net change of 0 holders.
  • The largest Ideal Power buyer in Q4 2024 was AIGH Capital Management, an estimated $873K added.
  • The largest Ideal Power seller in Q4 2024 was Tower Research Capital (TRC), an estimated $4.05K sold.

Based on aggregated 13F filings for Q4 2024.