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Itron
ITRI

Overview Fund Activity

449 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
Holders
449
Holders Change
+30
Holders Change %
+7.16%
% of All Funds
6.02%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
80
Increased
161
Reduced
152
Closed
45
Calls
$167M
Puts
$53.7M
Net Calls
+$113M
Net Calls Change
-$10.5M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$92M
2
MIM
Merewether Investment Management
Texas
+$37.2M
3
American Century Companies
American Century Companies
Missouri
+$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
Millennium Management
Millennium Management
New York
-$51.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$48.7M
3
BlackRock
BlackRock
New York
-$38.6M
4
UBS Group
UBS Group
Switzerland
-$33M
5
SFM
Soros Fund Management
New York
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
426
Geneos Wealth Management
Colorado
$3.03K – – –
RAM
427
Riggs Asset Management
Pennsylvania
$2.63K +$2.63K +20 New
KG
428
Kilter Group
New York
$2.37K +$2.37K +18 New
AGWCA
429
Annis Gardner Whiting Capital Advisors
Florida
$2.24K +$2.24K +17 New
TWD
430
True Wealth Design
Ohio
$1.71K +$658 +5 +63%
BIA
431
Bell Investment Advisors
California
$1.45K – – –
CT
432
Clearstead Trust
Maine
$1.45K +$1.45K +11 New
HWA
433
HHM Wealth Advisors
Tennessee
$1.32K – – –
FFO
434
Fortitude Family Office
Arizona
$1.32K +$1.32K +10 New
SS
435
SBI Securities
Japan
$1.19K -$263 -2 -18%
HNB
436
Huntington National Bank
Ohio
$922 – – –
DPW
437
DiNuzzo Private Wealth
Pennsylvania
$790 – – –
SIC
438
SJS Investment Consulting
Ohio
$659 -$395 -3 -38%
PWA
439
Physician Wealth Advisors
Utah
$527 -$264 -2 -33%
AWM
440
Abound Wealth Management
Tennessee
$395 – – –
HIA
441
HFM Investment Advisors
New Jersey
$395 +$263 +2 +200%
BHWM
442
Bay Harbor Wealth Management
Maryland
$394 +$263 +2 +200%
RWM
443
Rialto Wealth Management
New York
$264 +$264 +2 New
TFM
444
TFC Financial Management
Massachusetts
$132 – – –
PWM
445
Parkworth Wealth Management
California
$132 – – –
TIM
446
Tortoise Investment Management
New York
$132 +$132 +1 New
SSG
447
Summit Securities Group
New York
$132 +$132 +1 New
LFA
448
LGT Financial Advisors
Texas
$132 +$132 +1 New
LIA
449
Luken Investment Analytics
Tennessee
$66 – – –
SFM
450
Soros Fund Management
New York
– -$31M -296,000 Closed
16 17
18
19 20