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Orion Energy Systems

26 hedge funds and large institutions have $21.7M invested in Orion Energy Systems in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more capital invested

Capital invested by funds: $13.6M → $21.7M (+$8.11M)

35.76% more ownership

Funds ownership: 4.14%39.9% (+36%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$6.27M +$307K +23,998 +6%
TCM
2
Tieton Capital Management
Washington
$3.94M +$20.2K +1,580 +0.6%
GWI
3
Grace & White Inc
New York
$3.4M -$940K -73,584 -25%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.07M +$6.46K +506 +0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2M +$56.7K +4,441 +4%
SEI Investments
6
SEI Investments
Pennsylvania
$934K +$776K +60,714 New
US Bancorp
7
US Bancorp
Minnesota
$901K -$489K -38,264 -40%
Marshall Wace
8
Marshall Wace
United Kingdom
$706K +$586K +45,896 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$538K -$39.6K -3,096 -8%
BlackRock
10
BlackRock
New York
$372K
NA
11
NewEdge Advisors
Louisiana
$232K +$193K +15,082 New
QC
12
Quadrature Capital
United Kingdom
$202K +$168K +13,156 New
Bank of America
13
Bank of America
North Carolina
$31.2K
IWP
14
IAG Wealth Partners
Wisconsin
$26.1K +$1.28K +100 +6%
FCM
15
Firsthand Capital Management
California
$21.5K
Morgan Stanley
16
Morgan Stanley
New York
$13.5K +$5.23K +409 +87%
Wells Fargo
17
Wells Fargo
California
$3.08K
UBS Group
18
UBS Group
Switzerland
$2.83K -$2.19K -171 -48%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.47K -$14.7K -1,148 -88%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$1.15K +$958 +75 New
HI
21
Harbour Investments
Wisconsin
$615
SS
22
SBI Securities
Japan
$554 -$268 -21 -37%
PA
23
Parallel Advisors
California
$292
EWA
24
EverSource Wealth Advisors
Alabama
$154
IA
25
IFP Advisors
Florida
$46 -$703 -55 -95%

OESX Hedge Fund Activity: Q4 2025 in Review

26 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2025, worth a combined $21.7M — up 60% from $13.6M a quarter earlier.

Fund positioning in OESX was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 7 trimmed.

The largest buyer was SEI Investments, opening a new position worth an estimated $776K. The largest seller was Annandale Capital, exiting entirely with an estimated $1.52M sold.

  • 26 institutional investors held Orion Energy Systems (OESX) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $21.7M of Orion Energy Systems stock for Q4 2025, up 60% quarter-over-quarter.
  • 5 funds opened new Orion Energy Systems positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest Orion Energy Systems buyer in Q4 2025 was SEI Investments, an estimated $776K added.
  • The largest Orion Energy Systems seller in Q4 2025 was Annandale Capital, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2025.