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IPX

IperionX

34 hedge funds and large institutions have $63.4M invested in IperionX in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

93% more capital invested

Capital invested by funds: $32.9M → $63.4M (+$30.5M)

62% more funds holding

Funds holding: 2134 (+13)

11.06% more ownership

Funds ownership: 0.57%11.63% (+11%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
34
Holders Change
+13
Holders Change %
+61.9%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$30.7M -$567K -25,162 -3%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$9.36M -$3.28M -145,606 -33%
TCM
3
Thomist Capital Management
Texas
$5.84M +$42.5M +1,885,203 New
SC
4
Shay Capital
New York
$3.34M -$138K -6,117 -5%
WP
5
Woodline Partners
California
$3.15M +$2.26M +100,148 New
Osaic Holdings
6
Osaic Holdings
Arizona
$2.22M +$113K +5,000 +8%
Jane Street
7
Jane Street
New York
$1.75M +$532K +23,591 +74%
UBS Group
8
UBS Group
Switzerland
$1.57M -$18.3K -812 -2%
BlackRock
9
BlackRock
New York
$1.24M +$888K +39,390 New
Bank of America
10
Bank of America
North Carolina
$1.12M +$326K +14,467 +69%
KAS
11
Kestra Advisory Services
Texas
$785K +$562K +24,905 New
SPM
12
Symmetry Peak Management
Pennsylvania
$610K +$437K +19,355 New
LPL Financial
13
LPL Financial
California
$452K +$324K +14,350 New
CIA
14
Corigliano Investment Advisers
North Carolina
$315K
AUB
15
Atlantic Union Bankshares
Virginia
$221K +$158K +7,000 New
Morgan Stanley
16
Morgan Stanley
New York
$209K -$716K -31,758 -83%
Wells Fargo
17
Wells Fargo
California
$178K
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$142K +$5.82K +258 +6%
JP Morgan Chase
19
JP Morgan Chase
New York
$66.3K +$47.5K +2,106 New
CIA
20
Cape Investment Advisory
Georgia
$34.3K +$24.5K +1,088 New
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.5K
GI
22
GAMMA Investing
California
$30.1K +$18.8K +835 +684%
PG
23
Proffitt & Goodson
Tennessee
$22.1K
TIM
24
Tortoise Investment Management
New York
$16.5K
MCM
25
MAI Capital Management
Ohio
$4.85K

IPX Hedge Fund Activity: Q2 2025 in Review

34 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in IperionX (IPX) for Q2 2025, worth a combined $63.4M — up 93% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IPX positions and 3 closed out — a net gain of 13 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Thomist Capital Management, opening a new position worth an estimated $42.5M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $3.28M.

  • 34 institutional investors held IperionX (IPX) as of Q2 2025, up from 21 in Q1 2025.
  • Funds reported $63.4M of IperionX stock for Q2 2025, up 93% quarter-over-quarter.
  • 16 funds opened new IperionX positions in Q2 2025 and 3 closed out, a net change of +13 holders.
  • The largest IperionX buyer in Q2 2025 was Thomist Capital Management, an estimated $42.5M added.
  • The largest IperionX seller in Q2 2025 was Philadelphia Financial Management of San Francisco, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2025.