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Ingersoll Rand

862 hedge funds and large institutions have $31.9B invested in Ingersoll Rand in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 313 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $19.3M

0.44% more ownership

Funds ownership: 98.44%98.89% (+0.44%)

3% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 313

7% less funds holding

Funds holding: 929862 (-67)

11% less capital invested

Capital invested by funds: $35.9B → $31.9B (-$4.01B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

41% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 133

Holders
862
Holders Change
-67
Holders Change %
-7.21%
% of All Funds
11.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
79
Increased
305
Reduced
313
Closed
133
Calls
$46.4M
Puts
$19.3M
Net Calls
+$27.1M
Net Calls Change
-$7.81M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$221K +$5.14K +59 +2%
FW
602
FullCircle Wealth
Texas
$221K +$60.8K +698 +31%
GSEP
603
Golden State Equity Partners
California
$220K +$24.3K +279 +11%
FG
604
Foster Group
Iowa
$219K +$9.06K +104 +4%
HWA
605
Heritage Wealth Advisors
Virginia
$218K -$436 -5 -0.2%
WG
606
Welch Group
Alabama
$218K
TCM
607
TruNorth Capital Management
Michigan
$215K +$231K +2,647 +6,302%
CAM
608
Creekmur Asset Management
Illinois
$215K
ONB
609
Old National Bancorp
Indiana
$212K -$104K -1,191 -31%
ACM
610
Argyle Capital Management
Pennsylvania
$212K
Envestnet Portfolio Solutions
611
Envestnet Portfolio Solutions
Illinois
$212K -$731K -8,395 -76%
FAB
612
First American Bank
Illinois
$211K
MA
613
Montag & Associates
Georgia
$210K
BOH
614
Bank of Hawaii
Hawaii
$207K +$225K +2,587 New
AWA
615
Arkadios Wealth Advisors
Georgia
$207K +$225K +2,584 New
GPWM
616
Grant Private Wealth Management
California
$206K
FWA
617
FSM Wealth Advisors
Ohio
$205K +$10.7K +123 +5%
WTC
618
WhitTier Trust Company
Nevada
$205K +$64.2K +737 +40%
PAM
619
Palisade Asset Management
Minnesota
$204K
VFA
620
Valeo Financial Advisors
Indiana
$203K +$6.1K +70 +3%
CG
621
Caprock Group
Idaho
$202K -$534K -6,125 -71%
WANY
622
Wealthspire Advisors (New York)
New York
$202K +$15.2K +174 +7%
CWM
623
Challenger Wealth Management
California
$200K +$218K +2,500 New
OWA
624
Opal Wealth Advisors
New York
$192K +$5.14K +59 +3%
GBT
625
Grove Bank & Trust
Florida
$188K -$11.5K -132 -5%

IR Hedge Fund Activity: Q1 2025 in Review

862 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2025, worth a combined $31.9B — down 11% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of IR and 79 opened new positions — a net loss of 54 holders — while 313 trimmed existing stakes and 305 added.

The largest buyer was Capital International Investors, adding an estimated $435M. The largest seller was Capital Research Global Investors, cutting an estimated $187M.

  • 862 institutional investors held Ingersoll Rand (IR) as of Q1 2025, down from 929 in Q4 2024.
  • Funds reported $31.9B of Ingersoll Rand stock for Q1 2025, down 11% quarter-over-quarter.
  • 79 funds opened new Ingersoll Rand positions in Q1 2025 and 133 closed out, a net change of -54 holders.
  • The largest Ingersoll Rand buyer in Q1 2025 was Capital International Investors, an estimated $435M added.
  • The largest Ingersoll Rand seller in Q1 2025 was Capital Research Global Investors, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2025.