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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
Wealth Enhancement Advisory Services
451
Wealth Enhancement Advisory Services
Minnesota
-$321K -2,955 Closed
CIC
452
Cornercap Investment Counsel
Georgia
-$313K -2,879 Closed
OR
453
Olympiad Research
Connecticut
-$298K -2,740 Closed
QC
454
Quantessence Capital
New York
-$295K -2,715 Closed
GS
455
GTS Securities
New York
-$288K -2,650 Closed
SPA
456
Sherbrooke Park Advisers
New York
-$286K -2,630 Closed
BCA
457
Bay Colony Advisors
Massachusetts
-$285K -2,625 Closed
SC
458
Savant Capital
Illinois
-$280K -2,579 Closed
PCM
459
Prelude Capital Management
New York
-$250K -2,302 Closed
VAS
460
Vestmark Advisory Solutions
Massachusetts
-$234K -2,155 Closed
CAPTRUST Financial Advisors
461
CAPTRUST Financial Advisors
North Carolina
-$233K -2,144 Closed
PF
462
Phoenix Financial
Israel
-$223K -2,053 Closed
JF
463
Jump Financial
Illinois
-$221K -2,036 Closed
IA
464
Inspire Advisors
Idaho
-$213K -1,959 Closed
OAM
465
Oppenheimer Asset Management
New York
-$204K -1,880 Closed
CC
466
Corton Capital
Ontario, Canada
-$201K -1,853 Closed
AWM
467
Avior Wealth Management
Nebraska
-$45.8K -422 Closed
CFGS
468
Concourse Financial Group Securities
Alabama
-$31.4K -296 Closed
GM
469
GeoWealth Management
Illinois
-$25.4K -234 Closed
EC
470
Elequin Capital
New York
-$23.5K -216 Closed
UFF
471
USA Financial Formulas
Michigan
-$21.7K -200 Closed
ST
472
Smithfield Trust
Pennsylvania
-$17K -152 Closed
PWMG
473
Prestige Wealth Management Group
New Jersey
-$16.3K -150 Closed
CIAM
474
Caitong International Asset Management
Hong Kong
-$11.3K -104 Closed
CCA
475
Catalyst Capital Advisors
New York
-$9.66K -89 Closed

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.