451 hedge funds and large institutions have $6.6B invested in Itron in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 163 increasing their positions, 151 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.25% more ownership

Funds ownership: 106.14%110.4% (+4.3%)

8% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 151

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
451
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$167M
Puts
$53.7M
Net Calls
Net Calls Change

Top Buyers

1 +$92M
2 +$37.2M
3 +$35.3M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$32.9M
5
Goldman Sachs
Goldman Sachs
New York
+$30.3M

Top Sellers

1 -$51.9M
2 -$48.7M
3 -$38.6M
4
UBS Group
UBS Group
Switzerland
-$33M
5
SFM
Soros Fund Management
New York
-$31M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
276
Crossmark Global Holdings
Texas
$590K
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$574K
GAM
278
Gotham Asset Management
New York
$561K
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$559K
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$522K
MWPCG
281
Measured Wealth Private Client Group
New Hampshire
$519K
PCP
282
Perbak Capital Partners
United Kingdom
$512K
Mariner
283
Mariner
Kansas
$500K
QC
284
Quaero Capital
Switzerland
$491K
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$484K
X
286
Xponance
Pennsylvania
$479K
SC
287
Savant Capital
Illinois
$465K
EC
288
EntryPoint Capital
New York
$462K
US Bancorp
289
US Bancorp
Minnesota
$460K
A
290
AlphaQuest
New York
$455K
PFS
291
Prospera Financial Services
Texas
$448K
Bank Julius Baer & Co
292
Bank Julius Baer & Co
Switzerland
$448K
MYIA
293
Mount Yale Investment Advisors
Colorado
$447K
SCI
294
S&CO Inc
Massachusetts
$434K
TFS
295
Thoroughbred Financial Services
Tennessee
$428K
ZI
296
ZEGA Investments
Florida
$427K
ECM
297
Evergreen Capital Management
Washington
$418K
CCM
298
Coldstream Capital Management
Washington
$413K
Asset Management One
299
Asset Management One
Japan
$410K
MFG
300
Merit Financial Group
Georgia
$398K