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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
WWM
401
Wolff Wiese Magana
California
$2.52K
BFS
402
Bare Financial Services
Pennsylvania
$2.31K +$2.3K +22 New
PFBT
403
Parkside Financial Bank & Trust
Missouri
$1.99K +$1.47K +14 +280%
SO
404
Sierra Ocean
California
$1.99K +$1.99K +19 New
AssetMark Inc
405
AssetMark Inc
California
$1.89K -$16.5K -158 -90%
APW
406
Aventura Private Wealth
Florida
$1.78K
SC
407
Stephens Consulting
Michigan
$1.57K +$1.57K +15 New
TPCW
408
TD Private Client Wealth
New York
$1.57K +$1.57K +15 New
BIA
409
Bell Investment Advisors
California
$1.15K
SS
410
SBI Securities
Japan
$1.15K +$209 +2 +22%
HWA
411
HHM Wealth Advisors
Tennessee
$1.05K
TWD
412
True Wealth Design
Ohio
$839 -$7.43K -71 -90%
SIC
413
SJS Investment Consulting
Ohio
$839
CFD
414
Creative Financial Designs
Indiana
$838 +$838 +8 New
AAP
415
Arax Advisory Partners
Colorado
$734 -$7.33K -70 -91%
HNB
416
Huntington National Bank
Ohio
$734
DPW
417
DiNuzzo Private Wealth
Pennsylvania
$629
GFPC
418
Global Financial Private Client
Florida
$629 +$419 +4 +200%
PWA
419
Physician Wealth Advisors
Utah
$629 +$628 +6 New
AWM
420
Abound Wealth Management
Tennessee
$315 -$105 -1 -25%
PWM
421
Parkworth Wealth Management
California
$105
TFM
422
TFC Financial Management
Massachusetts
$105
HIA
423
HFM Investment Advisors
New Jersey
$105 +$105 +1 New
BHWM
424
Bay Harbor Wealth Management
Maryland
$104 +$105 +1 New
LIA
425
Luken Investment Analytics
Tennessee
$52

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.