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Iris Energy

500 hedge funds and large institutions have $5.26B invested in Iris Energy in 2026 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 167 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 63

49% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 112

25% more funds holding

Funds holding: 401500 (+99)

1% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.64B

2% less capital invested

Capital invested by funds: $5.35B → $5.26B (-$89M)

2.88% less ownership

Funds ownership: 49.01%46.13% (-2.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
500
Holders Change
+99
Holders Change %
+24.69%
% of All Funds
6.16%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.11%
New
168
Increased
167
Reduced
112
Closed
63
Calls
$2.66B
Puts
$2.64B
Net Calls
+$21M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
226
Marshall Wace
United Kingdom
$946K -$57.8M -1,280,465 -98%
CCM
227
Cloud Capital Management
Washington
$922K +$1.22M +26,920 New
AWM
228
Apollon Wealth Management
South Carolina
$913K +$474K +10,497 +65%
BCA
229
Bay Colony Advisors
Massachusetts
$906K +$1.19M +26,443 New
RG
230
Rathbones Group
United Kingdom
$902K +$286K +6,333 +32%
RIS
231
Richmond Investment Services
Wisconsin
$896K +$109K +2,422 +10%
SP
232
SIH Partners
Delaware
$894K -$1.44M -31,812 -55%
VAG
233
VisionPoint Advisory Group
Texas
$889K -$474K -10,509 -29%
Ensign Peak Advisors
234
Ensign Peak Advisors
Utah
$886K -$943K -20,880 -45%
CIBC World Market
235
CIBC World Market
Ontario, Canada
$885K +$380K +8,425 +48%
TS
236
Triglav Skladi
Slovenia
$871K +$1.15M +25,409 New
SG
237
StoneX Group
New York
$870K -$69.1K -1,530 -6%
GIBU
238
Gulf International Bank (UK)
United Kingdom
$865K +$1.14M +25,225 New
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$864K -$122K -2,700 -10%
WS
240
Wedbush Securities
California
$841K +$59.2K +1,311 +6%
Capital Fund Management (CFM)
241
Capital Fund Management (CFM)
France
$811K +$1.07M +23,646 New
IMCOOI
242
Investment Management Corp of Ontario (IMCO)
Canada
$806K +$1.06M +23,500 New
KPWS
243
Kestra Private Wealth Services
Texas
$803K +$541K +11,987 +105%
Osaic Holdings
244
Osaic Holdings
Arizona
$719K +$350K +7,756 +59%
X
245
Xponance
Pennsylvania
$715K +$942K +20,869 New
TCM
246
Thomist Capital Management
Texas
$703K +$926K +20,500 New
VPIM
247
Vanguard Personalized Indexing Management
California
$698K -$166K -3,681 -15%
PWS
248
Peterson Wealth Services
Utah
$683K +$114K +2,519 +14%
WC
249
Whitney & Co
New York
$674K +$67.3K +1,490 +8%
SCM
250
Stevens Capital Management
Pennsylvania
$646K +$851K +18,858 New