454 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, 164 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:

4.23% more ownership

Funds ownership: 106.2%110.43% (+4.2%)

8% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 152

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
454
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
JWA
426
JFS Wealth Advisors
Pennsylvania
$3.95K
LFG
427
Larson Financial Group
Missouri
$3.95K
PWMG
428
Private Wealth Management Group
New Jersey
$3.56K
WWM
429
Wolff Wiese Magana
California
$3.16K
GWM
430
Geneos Wealth Management
Colorado
$3.03K
RAM
431
Riggs Asset Management
Pennsylvania
$2.63K
KG
432
Kilter Group
New York
$2.37K
APW
433
Aventura Private Wealth
Florida
$2.24K
AGWCA
434
Annis Gardner Whiting Capital Advisors
Florida
$2.24K
TWD
435
True Wealth Design
Ohio
$1.71K
BIA
436
Bell Investment Advisors
California
$1.45K
CT
437
Clearstead Trust
Maine
$1.45K
HWA
438
HHM Wealth Advisors
Tennessee
$1.32K
FFO
439
Fortitude Family Office
Arizona
$1.32K
SS
440
SBI Securities
Japan
$1.19K
HNB
441
Huntington National Bank
Ohio
$922
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$790
SIC
443
SJS Investment Consulting
Ohio
$659
PWA
444
Physician Wealth Advisors
Utah
$527
AWM
445
Abound Wealth Management
Tennessee
$395
HIA
446
HFM Investment Advisors
New Jersey
$395
BHWM
447
Bay Harbor Wealth Management
Maryland
$394
RWM
448
Rialto Wealth Management
New York
$264
TFM
449
TFC Financial Management
Massachusetts
$132
PWM
450
Parkworth Wealth Management
California
$132