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Itron

450 hedge funds and large institutions have $6.58B invested in Itron in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 161 increasing their positions, 152 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:

4.21% more ownership

Funds ownership: 105.93%110.14% (+4.2%)

6% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 152

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
450
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
YMRC
301
Yorktown Management & Research Company
Virginia
$395K
Mackenzie Financial
302
Mackenzie Financial
Ontario, Canada
$387K
WAM
303
Wolverine Asset Management
Illinois
$377K
AI
304
Atria Investments
North Carolina
$374K
SFS
305
Sowell Financial Services
Arkansas
$371K
Wealth Enhancement Advisory Services
306
Wealth Enhancement Advisory Services
Minnesota
$366K
CIBC World Market
307
CIBC World Market
Ontario, Canada
$342K
PWMAG
308
Pinnacle Wealth Management Advisory Group
New Jersey
$332K
Cambridge Investment Research Advisors
309
Cambridge Investment Research Advisors
Iowa
$329K
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$321K
Lido Advisors
311
Lido Advisors
California
$312K
BCI
312
Brinker Capital Investments
Pennsylvania
$311K
ECM
313
Everence Capital Management
Indiana
$309K
MEG
314
Millstone Evans Group
Colorado
$304K
PA
315
Profund Advisors
Maryland
$298K
VI
316
Vestcor Inc
New Brunswick, Canada
$298K
FRM
317
Fox Run Management
Connecticut
$292K
HIMC
318
Heritage Investors Management Corp
Maryland
$291K
FDP
319
Financiere des Professionnels
Quebec, Canada
$284K
CW
320
CreativeOne Wealth
Kansas
$283K
M&T Bank
321
M&T Bank
New York
$282K
CIP
322
Cornerstone Investment Partners
Georgia
$278K
PGFC
323
Peapack-Gladstone Financial Corp
New Jersey
$276K
JWCA
324
J.W. Cole Advisors
Florida
$271K
Envestnet Portfolio Solutions
325
Envestnet Portfolio Solutions
Illinois
$270K