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IPX

IperionX

21 hedge funds and large institutions have $32.9M invested in IperionX in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0.24% less ownership

Funds ownership: 0.81%0.57% (-0.24%)

13% less funds holding

Funds holding: 2421 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

44% less capital invested

Capital invested by funds: $58.9M → $32.9M (-$26M)

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$18M +$2.49M +99,593 +11%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$7.96M -$1.49M -59,449 -12%
SC
3
Shay Capital
New York
$2.02M +$2.41M +96,485 +615%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.18M +$1.63M +65,325 New
UBS Group
5
UBS Group
Switzerland
$910K +$1.26M +50,593 New
Morgan Stanley
6
Morgan Stanley
New York
$691K +$566K +22,647 +144%
Jane Street
7
Jane Street
New York
$575K +$330K +13,207 +70%
OMC
8
Old Mission Capital
Illinois
$477K +$663K +26,506 New
Bank of America
9
Bank of America
North Carolina
$377K -$80.5K -3,219 -13%
TI
10
Tidal Investments
Wisconsin
$286K +$29.5K +1,181 +8%
CIA
11
Corigliano Investment Advisers
North Carolina
$180K
Wells Fargo
12
Wells Fargo
California
$101K +$3.5K +140 +3%
RhumbLine Advisers
13
RhumbLine Advisers
Massachusetts
$76.3K +$6.5K +260 +7%
BCMLT
14
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K
PG
15
Proffitt & Goodson
Tennessee
$12.6K
TIM
16
Tortoise Investment Management
New York
$9.45K
Fidelity Investments
17
Fidelity Investments
Massachusetts
$5.36K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3K +$4.77K +191 New
MCM
19
MAI Capital Management
Ohio
$2.77K
GI
20
GAMMA Investing
California
$2.19K -$6.42K -257 -68%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$378 +$525 +21 New
TCM
22
Thomist Capital Management
Texas
-$3.48M -939,088 Closed
SFS
23
Sowell Financial Services
Arkansas
-$1.6M -46,421 Closed
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
-$602K -17,500 Closed
Marshall Wace
25
Marshall Wace
United Kingdom
-$465K -13,510 Closed

IPX Hedge Fund Activity: Q1 2025 in Review

21 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q1 2025, worth a combined $32.9M — down 44% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IPX and 5 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Stifel Financial, adding an estimated $2.49M. The largest seller was Thomist Capital Management, exiting entirely with an estimated $3.48M sold.

  • 21 institutional investors held IperionX (IPX) as of Q1 2025, down from 24 in Q4 2024.
  • Funds reported $32.9M of IperionX stock for Q1 2025, down 44% quarter-over-quarter.
  • 5 funds opened new IperionX positions in Q1 2025 and 8 closed out, a net change of -3 holders.
  • The largest IperionX buyer in Q1 2025 was Stifel Financial, an estimated $2.49M added.
  • The largest IperionX seller in Q1 2025 was Thomist Capital Management, an estimated $3.48M sold.

Based on aggregated 13F filings for Q1 2025.