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Iris Energy

204 hedge funds and large institutions have $1.93B invested in Iris Energy in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+44
Holders Change %
+27.5%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
77
Increased
72
Reduced
42
Closed
31
Calls
$775M
Puts
$944M
Net Calls
-$169M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Shares
Change %
AACP
126
Advantage Alpha Capital Partners
California
$499K -$120K -8,227 -19%
CF
127
Centaurus Financial
California
$454K +$22.9K +1,570 +5%
FRM
128
Fox Run Management
Connecticut
$441K +$36.9K +2,530 +9%
CWM
129
Congress Wealth Management
Massachusetts
$437K +$146K +10,000 +50%
BAM
130
Belpointe Asset Management
Nevada
$428K +$63.7K +4,374 +18%
SAG
131
SageView Advisory Group
California
$402K -$136K -8,207 -25%
VAM
132
Verity Asset Management
North Carolina
$379K +$379K +26,045 New
SA
133
SRN Advisors
Pennsylvania
$366K -$1.01M -69,345 -73%
FFA
134
Farther Finance Advisors
California
$365K +$137K +9,384 +60%
AGDI
135
Absolute Gestao de Investimentos
Brazil
$364K +$364K +25,000 New
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$356K -$9.56M -656,410 -96%
SCA
137
Sippican Capital Advisors
Massachusetts
$353K +$78.5K +5,390 +29%
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$352K -$1.28M -87,809 -78%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$352K +$56.8K +3,897 +19%
KAS
140
Kestra Advisory Services
Texas
$320K -$98.1K -6,734 -23%
VPIM
141
Vanguard Personalized Indexing Management
California
$308K +$43K +2,952 +16%
TIAM2
142
Tru Independence Asset Management 2
Oregon
$295K
DI
143
Disciplined Investors
Texas
$293K -$191K -13,110 -40%
IHL
144
Investment House LLC
California
$291K +$291K +20,000 New
RIS
145
Richmond Investment Services
Wisconsin
$277K +$277K +19,022 New
CHAM
146
Clear Harbor Asset Management
Connecticut
$277K +$277K +19,000 New
US Bancorp
147
US Bancorp
Minnesota
$273K +$108K +7,384 +65%
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$265K +$61.2K +4,200 +30%
Walleye Trading
149
Walleye Trading
New York
$263K -$52.5M -3,606,413 -100%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$255K +$255K +17,470 New