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425 hedge funds and large institutions have $5.16B invested in Itron in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 149 increasing their positions, 163 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,262% more call options, than puts

Call options by funds: $133M | Put options by funds: $9.79M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

0.85% more ownership

Funds ownership: 106.7%107.56% (+0.85%)

0% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 58

1% less capital invested

Capital invested by funds: $5.22B → $5.16B (-$66.9M)

9% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 163

1% less funds holding

Funds holding: 430425 (-5)

Holders
425
Holders Change
-5
Holders Change %
-1.16%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
58
Increased
149
Reduced
163
Closed
58
Calls
$133M
Puts
$9.79M
Net Calls
+$124M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$33.5K +$3.46K +33 +11%
FHA
352
First Horizon Advisors
Tennessee
$28.1K +$6.28K +60 +29%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$26.4K +$5.45K +52 +26%
Nomura Asset Management
354
Nomura Asset Management
Japan
$26.2K
HCP
355
Hexagon Capital Partners
Arkansas
$24.3K -$3.98K -38 -14%
VCM
356
Versant Capital Management
Arizona
$23.7K +$105 +1 +0.4%
CTA
357
Colonial Trust Advisors
South Carolina
$21K
FDW
358
Fourth Dimension Wealth
Ohio
$20K
CA
359
CoreCap Advisors
Michigan
$19.7K -$44.8K -428 -69%
UB
360
UMB Bank
Missouri
$17.2K +$5.87K +56 +52%
RFG
361
REAP Financial Group
Texas
$16.6K +$5.76K +55 +53%
PTC
362
Private Trust Company
Ohio
$15.2K -$314 -3 -2%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$15K +$2.93K +28 +24%
HFM
364
Harvest Fund Management
China
$13K -$647K -6,175 -98%
SCM
365
Sterling Capital Management
North Carolina
$12.4K -$6.81K -65 -36%
Bessemer Group
366
Bessemer Group
New Jersey
$12K -$4.29K -41 -27%
HIMS
367
Hager Investment Management Services
New Hampshire
$10.5K -$54.5K -520 -84%
AF
368
Advisornet Financial
Minnesota
$10.5K
GC
369
Gould Capital
Washington
$10.5K
TCM
370
Tradewinds Capital Management
Washington
$10.5K
NRG
371
Nemes Rush Group
Michigan
$10.3K
Mitsubishi UFJ Asset Management
372
Mitsubishi UFJ Asset Management
Japan
$10.2K
PS
373
Principal Securities
Iowa
$10.1K
WSFS
374
Wilmington Savings Fund Society
Delaware
$9.11K -$209 -2 -2%
RA
375
Rise Advisors
New York
$9.01K -$8.17K -78 -48%

ITRI Hedge Fund Activity: Q1 2025 in Review

425 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Itron (ITRI) for Q1 2025, worth a combined $5.16B — down 1.3% from $5.22B a quarter earlier.

Fund positioning in ITRI was balanced in Q1 2025: 58 funds opened new positions, 58 closed out, 149 added to existing stakes and 163 trimmed.

The largest buyer was Macquarie Group, adding an estimated $53.4M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $42.4M sold.

  • 425 institutional investors held Itron (ITRI) as of Q1 2025, down from 430 in Q4 2024.
  • Funds reported $5.16B of Itron stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 58 funds opened new Itron positions in Q1 2025 and 58 closed out, a net change of 0 holders.
  • The largest Itron buyer in Q1 2025 was Macquarie Group, an estimated $53.4M added.
  • The largest Itron seller in Q1 2025 was Lord, Abbett & Co, an estimated $42.4M sold.

Based on aggregated 13F filings for Q1 2025.