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
Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.29%
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
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$18M +$1.79M +99,593 +11%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$7.96M -$1.07M -59,449 -12%
SC
3
Shay Capital
New York
$2.02M +$1.74M +96,485 +615%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.18M +$1.18M +65,325 New
UBS Group
5
UBS Group
Switzerland
$910K +$910K +50,593 New
Morgan Stanley
6
Morgan Stanley
New York
$691K +$407K +22,647 +144%
Jane Street
7
Jane Street
New York
$575K +$238K +13,207 +70%
OMC
8
Old Mission Capital
Illinois
$477K +$477K +26,506 New
Bank of America
9
Bank of America
North Carolina
$377K -$57.9K -3,219 -13%
TI
10
Tidal Investments
Wisconsin
$286K +$21.2K +1,181 +8%
CIA
11
Corigliano Investment Advisers
North Carolina
$180K
Wells Fargo
12
Wells Fargo
California
$101K +$2.52K +140 +3%
RhumbLine Advisers
13
RhumbLine Advisers
Massachusetts
$76.3K +$4.68K +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 +$3K +191 New
MCM
19
MAI Capital Management
Ohio
$2.77K
GI
20
GAMMA Investing
California
$2.2K -$4.62K -257 -68%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$378 +$378 +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