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Ideal Power

27 hedge funds and large institutions have $14.4M invested in Ideal Power in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

17% more funds holding

Funds holding: 2327 (+4)

1.91% more ownership

Funds ownership: 31.33%33.24% (+1.9%)

25% less capital invested

Capital invested by funds: $19.3M → $14.4M (-$4.86M)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
AIGH Capital Management
Maryland
$4.26M -$31.4K -5,000 -0.6%
AIC
2
AWM Investment Company
New York
$3.13M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.73M +$57.6K +9,189 +3%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.49M +$54.7K +8,713 +3%
LWM
5
LeConte Wealth Management
Tennessee
$939K +$1.13M +180,487 New
BL
6
Bleichroeder LP
New York
$692K
BlackRock
7
BlackRock
New York
$618K -$2.18K -348 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$426K +$26.7K +4,251 +5%
UBS Group
9
UBS Group
Switzerland
$267K +$14.6K +2,320 +5%
CCC
10
Cable Car Capital
California
$260K
B
11
Bailard
California
$118K +$1.27K +202 +0.9%
State Street
12
State Street
Massachusetts
$114K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$90.2K -$646 -103 -0.6%
SWP
14
Stratos Wealth Partners
Ohio
$80.7K +$4.49K +715 +5%
Northern Trust
15
Northern Trust
Illinois
$70K
XT
16
XTX Topco
Cayman Islands
$54K +$65.1K +10,379 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$53.6K +$64.7K +10,311 New
PA
18
Parallel Advisors
California
$10.3K +$12.5K +1,987 New
Bank of America
19
Bank of America
North Carolina
$5.71K +$19 +3 +0.3%
TRCT
20
Tower Research Capital (TRC)
New York
$4.42K +$5.33K +849 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3K -$31.4K -5,000 -91%
WIM
22
Westside Investment Management
California
$2.6K +$3.14K +500 New
GWM
23
Geneos Wealth Management
Colorado
$2.18K +$1.32K +210 +100%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.58K
Wells Fargo
25
Wells Fargo
California
$1.56K +$1.88K +300 New

IPWR Hedge Fund Activity: Q1 2025 in Review

27 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q1 2025, worth a combined $14.4M — down 25% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IPWR positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was XTX Topco, opening a new position worth an estimated $65.1K. The largest seller was AIGH Capital Management, cutting an estimated $31.4K.

  • 27 institutional investors held Ideal Power (IPWR) as of Q1 2025, up from 23 in Q4 2024.
  • Funds reported $14.4M of Ideal Power stock for Q1 2025, down 25% quarter-over-quarter.
  • 7 funds opened new Ideal Power positions in Q1 2025 and 3 closed out, a net change of +4 holders.
  • The largest Ideal Power buyer in Q1 2025 was XTX Topco, an estimated $65.1K added.
  • The largest Ideal Power seller in Q1 2025 was AIGH Capital Management, an estimated $31.4K sold.

Based on aggregated 13F filings for Q1 2025.