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Ideal Power

26 hedge funds and large institutions have $6.78M invested in Ideal Power in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.33% less ownership

Funds ownership: 29.11%25.78% (-3.3%)

7% less funds holding

Funds holding: 2826 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

45% less capital invested

Capital invested by funds: $12.4M → $6.78M (-$5.65M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1
AWM Investment Company
New York
$2.43M +$618K +140,349 +22%
ACM
2
AIGH Capital Management
Maryland
$1.52M -$92.8K -21,058 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.11M
BL
4
Bleichroeder LP
New York
$411K
BlackRock
5
BlackRock
New York
$372K +$3.49K +792 +0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$255K +$2.95K +670 +0.8%
CCC
7
Cable Car Capital
California
$155K
Stifel Financial
8
Stifel Financial
Missouri
$73.8K +$247 +56 +0.2%
UBS Group
9
UBS Group
Switzerland
$70K -$142K -32,287 -59%
State Street
10
State Street
Massachusetts
$67.5K
B
11
Bailard
California
$62.9K -$9.58K -2,175 -10%
AC
12
AlphaCore Capital
California
$57.1K +$81.5K +18,487 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$45.3K -$51.3K -11,638 -44%
Northern Trust
14
Northern Trust
Illinois
$41.6K
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$34.8K -$20.3K -4,617 -29%
Jane Street
16
Jane Street
New York
$33.4K -$7.7K -1,748 -14%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$31.1K -$22K -5,000 -33%
Bank of America
18
Bank of America
North Carolina
$3.22K
WIM
19
Westside Investment Management
California
$3.09K +$4.41K +1,000 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2K -$6.79K -1,541 -76%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$949
Osaic Holdings
22
Osaic Holdings
Arizona
$927
Wells Fargo
23
Wells Fargo
California
$927
GWM
24
Geneos Wealth Management
Colorado
$649
Morgan Stanley
25
Morgan Stanley
New York
$185

IPWR Hedge Fund Activity: Q4 2025 in Review

26 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q4 2025, worth a combined $6.78M — down 45% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IPWR and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.

The largest buyer was AWM Investment Company, adding an estimated $618K. The largest seller was Baird Financial Group, exiting entirely with an estimated $863K sold.

  • 26 institutional investors held Ideal Power (IPWR) as of Q4 2025, down from 28 in Q3 2025.
  • Funds reported $6.78M of Ideal Power stock for Q4 2025, down 45% quarter-over-quarter.
  • 2 funds opened new Ideal Power positions in Q4 2025 and 3 closed out, a net change of -1 holder.
  • The largest Ideal Power buyer in Q4 2025 was AWM Investment Company, an estimated $618K added.
  • The largest Ideal Power seller in Q4 2025 was Baird Financial Group, an estimated $863K sold.

Based on aggregated 13F filings for Q4 2025.