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Orion Energy Systems

41 hedge funds and large institutions have $10.6M invested in Orion Energy Systems in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.16% less ownership

Funds ownership: 4.6%4.44% (-0.16%)

13% less capital invested

Capital invested by funds: $12.1M → $10.6M (-$1.56M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
2
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$2.68M
GWI
2
Grace & White Inc
New York
$2.01M +$31.6K +3,905 +1%
TCM
3
Tieton Capital Management
Washington
$1.8M -$129K -15,943 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$931K +$11.8K +1,463 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$907K -$18.8K -2,322 -2%
US Bancorp
6
US Bancorp
Minnesota
$577K +$31.6K +3,904 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$269K +$49.4K +6,107 +20%
AI
8
Acuitas Investments
Washington
$261K -$529K -65,474 -64%
PM
9
Penbrook Management
New York
$243K -$2.63K -325 -1%
BlackRock
10
BlackRock
New York
$177K
Citadel Advisors
11
Citadel Advisors
Florida
$165K +$180K +22,298 +4,047%
AC
12
Annandale Capital
Texas
$125K
TDC
13
Thompson Davis & Co
Virginia
$66.3K +$74.3K +9,191 New
State Street
14
State Street
Massachusetts
$61.7K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$56.9K -$41K -5,071 -39%
Northern Trust
16
Northern Trust
Illinois
$40.2K
Mariner
17
Mariner
Kansas
$31.4K
BPA
18
Beacon Pointe Advisors
California
$22.8K +$4.59K +568 +22%
Morgan Stanley
19
Morgan Stanley
New York
$20.5K
Bank of America
20
Bank of America
North Carolina
$14.6K +$8 +1 +0%
KPWS
21
Kestra Private Wealth Services
Texas
$13K
Charles Schwab
22
Charles Schwab
California
$12.2K
Raymond James Financial
23
Raymond James Financial
Florida
$10.9K
RFA
24
Register Financial Advisors
Georgia
$10.8K
SAF
25
Smith Anglin Financial
Texas
$10.8K

OESX Hedge Fund Activity: Q1 2025 in Review

41 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2025, worth a combined $10.6M — down 13% from $12.1M a quarter earlier.

Fund positioning in OESX was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $180K. The largest seller was Acuitas Investments, cutting an estimated $529K.

  • 41 institutional investors held Orion Energy Systems (OESX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $10.6M of Orion Energy Systems stock for Q1 2025, down 13% quarter-over-quarter.
  • 2 funds opened new Orion Energy Systems positions in Q1 2025 and 2 closed out, a net change of 0 holders.
  • The largest Orion Energy Systems buyer in Q1 2025 was Citadel Advisors, an estimated $180K added.
  • The largest Orion Energy Systems seller in Q1 2025 was Acuitas Investments, an estimated $529K sold.

Based on aggregated 13F filings for Q1 2025.