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Orion Energy Systems
OESX

37 hedge funds and large institutions have $8.84M invested in Orion Energy Systems in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

0.07% less ownership

Funds ownership: 4.44% → 4.38% (-0.07%)

10% less funds holding

Funds holding: 41 → 37 (-4)

16% less capital invested

Capital invested by funds: $10.6M → $8.84M (-$1.72M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
14
Reduced
3
Closed
5
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PM
Penbrook Management
New York
+$122K
2
GWI
Grace & White Inc
New York
+$67.4K
3
US Bancorp
US Bancorp
Minnesota
+$67.4K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$32.3K
5
Morgan Stanley
Morgan Stanley
New York
+$11.5K

Top Sellers

Rank Fund Capital Flow
1
AI
Acuitas Investments
Washington
-$261K
2
Citadel Advisors
Citadel Advisors
Florida
-$58K
3
NSIM
North Star Investment Management
Illinois
-$35.6K
4
Charles Schwab
Charles Schwab
California
-$12.2K
5
TSS
Two Sigma Securities
New York
-$9.34K
Name Holding Trade Value Shares
Change 		Change in
Stake
XT
26
XTX Topco
Cayman Islands
$8.17K +$9.08K +1,340 New
LPL Financial
27
LPL Financial
California
$7.54K – – –
UBS Group
28
UBS Group
Switzerland
$7.28K +$6.67K +984 +428%
Wells Fargo
29
Wells Fargo
California
$1.2K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$714 – – –
PA
31
Parallel Advisors
California
$431 +$129 +19 +36%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$390 – – –
SS
33
SBI Securities
Japan
$351 – – –
AF
34
Allworth Financial
California
$305 – – –
HI
35
Harbour Investments
Wisconsin
$240 – – –
EWA
36
EverSource Wealth Advisors
Alabama
$61 – – –
IA
37
IFP Advisors
Florida
$18 – – –
AI
38
Acuitas Investments
Washington
– -$261K -36,224 Closed
Charles Schwab
39
Charles Schwab
California
– -$12.2K -1,699 Closed
TSS
40
Two Sigma Securities
New York
– -$9.34K -1,295 Closed
Simplex Trading
41
Simplex Trading
Illinois
– -$380 -56 Closed
JP Morgan Chase
42
JP Morgan Chase
New York
– -$44 -6 Closed
1
2

OESX Hedge Fund Activity: Q2 2025 in Review

37 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q2 2025, worth a combined $8.84M — down 16% from $10.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of OESX and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 14 added.

The largest buyer was Penbrook Management, adding an estimated $122K. The largest seller was Acuitas Investments, exiting entirely with an estimated $261K sold.

  • 37 institutional investors held Orion Energy Systems (OESX) as of Q2 2025, down from 41 in Q1 2025.
  • Funds reported $8.84M of Orion Energy Systems stock for Q2 2025, down 16% quarter-over-quarter.
  • 1 fund opened new Orion Energy Systems positions in Q2 2025 and 5 closed out, a net change of -4 holders.
  • The largest Orion Energy Systems buyer in Q2 2025 was Penbrook Management, an estimated $122K added.
  • The largest Orion Energy Systems seller in Q2 2025 was Acuitas Investments, an estimated $261K sold.

Based on aggregated 13F filings for Q2 2025.