National Energy Services Reunited Corp
NESR
145 hedge funds and large institutions have $916M invested in National Energy Services Reunited Corp in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 15 closing their positions.
153% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 15
79% more capital invested
Capital invested by funds: $512M → $916M (+$404M)
66% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 35
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more funds holding
Funds holding: 122 → 145 (+23)
8.91% more ownership
Funds ownership: 51.72% → 60.63% (+8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$19.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$15.6M |
| 3 |
Millennium Management
New York
|
+$15.2M |
| 4 |
Holocene Advisors
New York
|
+$10.7M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Encompass Capital Advisors
New York
|
-$27.6M |
| 2 |
MI
MMCAP International
Grand Cayman,
Cayman Islands
|
-$11M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$5.54M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$4.29M |
| 5 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
-$3.59M |
NESR Hedge Fund Activity: Q4 2025 in Review
145 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in National Energy Services Reunited Corp (NESR) for Q4 2025, worth a combined $916M — up 79% from $512M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NESR positions and 15 closed out — a net gain of 23 holders — while 58 added to existing stakes and 35 trimmed.
The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $19.6M. The largest seller was Encompass Capital Advisors, cutting an estimated $27.6M.
- 145 institutional investors held National Energy Services Reunited Corp (NESR) as of Q4 2025, up from 122 in Q3 2025.
- Funds reported $916M of National Energy Services Reunited Corp stock for Q4 2025, up 79% quarter-over-quarter.
- 38 funds opened new National Energy Services Reunited Corp positions in Q4 2025 and 15 closed out, a net change of +23 holders.
- The largest National Energy Services Reunited Corp buyer in Q4 2025 was Driehaus Capital Management, an estimated $19.6M added.
- The largest National Energy Services Reunited Corp seller in Q4 2025 was Encompass Capital Advisors, an estimated $27.6M sold.
Based on aggregated 13F filings for Q4 2025.