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Orion Energy Systems

26 hedge funds and large institutions have $13.6M invested in Orion Energy Systems in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $8.84M → $13.6M (+$4.72M)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.24% less ownership

Funds ownership: 4.38%4.14% (-0.24%)

30% less funds holding

Funds holding: 3726 (-11)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
26
Holders Change
-11
Holders Change %
-29.73%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
9
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$3.36M +$123K +17,599 +5%
GWI
2
Grace & White Inc
New York
$2.58M +$43K +6,162 +2%
TCM
3
Tieton Capital Management
Washington
$2.23M +$37.4K +5,359 +2%
AC
4
Annandale Capital
Texas
$1.52M -$7 -1 -0%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.18M +$56.6K +8,106 +6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.1M -$25.1K -3,592 -3%
US Bancorp
7
US Bancorp
Minnesota
$848K +$48.3K +6,918 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$333K +$4.59K +658 +2%
BlackRock
9
BlackRock
New York
$212K -$2.55K -365 -1%
PM
10
Penbrook Management
New York
$146K -$245K -35,108 -68%
Bank of America
11
Bank of America
North Carolina
$17.8K -$42 -6 -0.3%
IWP
12
IAG Wealth Partners
Wisconsin
$14K +$1.4K +200 +14%
FCM
13
Firsthand Capital Management
California
$12.2K
Morgan Stanley
14
Morgan Stanley
New York
$4.1K -$28.5K -4,076 -90%
UBS Group
15
UBS Group
Switzerland
$3.11K -$6K -859 -71%
Wells Fargo
16
Wells Fargo
California
$1.75K
Osaic Holdings
17
Osaic Holdings
Arizona
$1.52K +$8.31K +1,190 +1,000%
TRCT
18
Tower Research Capital (TRC)
New York
$639 +$510 +73 New
SS
19
SBI Securities
Japan
$499 -$14 -2 -3%
AF
20
Allworth Financial
California
$438
HI
21
Harbour Investments
Wisconsin
$350
PA
22
Parallel Advisors
California
$166 -$370 -53 -74%
Barclays
23
Barclays
United Kingdom
$114 +$91 +13 New
EWA
24
EverSource Wealth Advisors
Alabama
$88
IA
25
IFP Advisors
Florida
$59 +$384 +55 +1,833%

OESX Hedge Fund Activity: Q3 2025 in Review

26 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2025, worth a combined $13.6M — up 53% from $8.84M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OESX and 3 opened new positions — a net loss of 10 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was North Star Investment Management, adding an estimated $123K. The largest seller was Penbrook Management, cutting an estimated $245K.

  • 26 institutional investors held Orion Energy Systems (OESX) as of Q3 2025, down from 37 in Q2 2025.
  • Funds reported $13.6M of Orion Energy Systems stock for Q3 2025, up 53% quarter-over-quarter.
  • 3 funds opened new Orion Energy Systems positions in Q3 2025 and 13 closed out, a net change of -10 holders.
  • The largest Orion Energy Systems buyer in Q3 2025 was North Star Investment Management, an estimated $123K added.
  • The largest Orion Energy Systems seller in Q3 2025 was Penbrook Management, an estimated $245K sold.

Based on aggregated 13F filings for Q3 2025.