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Ideal Power

26 hedge funds and large institutions have $10.7M invested in Ideal Power in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2726 (-1)

4.87% less ownership

Funds ownership: 33.24%28.37% (-4.9%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

26% less capital invested

Capital invested by funds: $14.4M → $10.7M (-$3.69M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
AIGH Capital Management
Maryland
$3.03M -$724K -149,692 -18%
AIC
2
AWM Investment Company
New York
$2.72M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.55M +$47.4K +9,795 +3%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$791K -$544K -112,519 -39%
BL
5
Bleichroeder LP
New York
$602K
BlackRock
6
BlackRock
New York
$539K +$1K +207 +0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$371K -$570 -118 -0.1%
UBS Group
8
UBS Group
Switzerland
$231K -$1.9K -392 -0.8%
CCC
9
Cable Car Capital
California
$227K
LWM
10
LeConte Wealth Management
Tennessee
$125K -$740K -152,972 -85%
B
11
Bailard
California
$102K -$977 -202 -0.9%
State Street
12
State Street
Massachusetts
$99K
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$72K +$27K +5,578 +54%
SWP
14
Stratos Wealth Partners
Ohio
$70.3K
AAS
15
Avantax Advisory Services
Texas
$63.7K +$68K +14,060 New
Northern Trust
16
Northern Trust
Illinois
$61K
Jane Street
17
Jane Street
New York
$54K +$57.6K +11,920 New
TRCT
18
Tower Research Capital (TRC)
New York
$6.48K +$2.81K +581 +68%
Bank of America
19
Bank of America
North Carolina
$5.02K +$44 +9 +0.8%
WIM
20
Westside Investment Management
California
$2.27K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2K
Osaic Holdings
22
Osaic Holdings
Arizona
$1.36K -$19 -4 -1%
Wells Fargo
23
Wells Fargo
California
$1.36K
GWM
24
Geneos Wealth Management
Colorado
$951 -$1.01K -210 -50%
Morgan Stanley
25
Morgan Stanley
New York
$227

IPWR Hedge Fund Activity: Q2 2025 in Review

26 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q2 2025, worth a combined $10.7M — down 26% from $14.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IPWR and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.

The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $68K. The largest seller was LeConte Wealth Management, cutting an estimated $740K.

  • 26 institutional investors held Ideal Power (IPWR) as of Q2 2025, down from 27 in Q1 2025.
  • Funds reported $10.7M of Ideal Power stock for Q2 2025, down 26% quarter-over-quarter.
  • 2 funds opened new Ideal Power positions in Q2 2025 and 3 closed out, a net change of -1 holder.
  • The largest Ideal Power buyer in Q2 2025 was Avantax Advisory Services, an estimated $68K added.
  • The largest Ideal Power seller in Q2 2025 was LeConte Wealth Management, an estimated $740K sold.

Based on aggregated 13F filings for Q2 2025.