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Solid Power
SLDP

Overview Fund Activity

151 hedge funds and large institutions have $111M invested in Solid Power in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 20 closing their positions.

Holders
151
Holders Change
+9
Holders Change %
+6.34%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
40
Reduced
42
Closed
20
Calls
$839K
Puts
$406K
Net Calls
+$433K
Net Calls Change
+$303K

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$4.67M
2
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.86M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.7M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$727K

Top Sellers

1
YCM
1
Yaupon Capital Management
New York
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$66.8K
3
Invesco
3
Invesco
Georgia
$5.9M
4
BlackRock
4
BlackRock
New York
$22.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Wolff Wiese Magana
California
$2.74K – – –
EWA
127
EverSource Wealth Advisors
Alabama
$2.28K +$2.05K +936 +883%
NS
128
NBC Securities
Alabama
$2K – – –
DWM
129
Dogwood Wealth Management
Kansas
$1.88K +$1.88K +750 New
QT
130
Quantbot Technologies
New York
$1.68K +$1.68K +766 New
SRCM
131
Signature Resources Capital Management
California
$1.64K – – –
RIL
132
Rothschild Investment LLC
Illinois
$1.56K -$668 -305 -30%
HCM
133
Hollencrest Capital Management
California
$1.33K – – –
MCM
134
MAI Capital Management
Ohio
$1.31K – – –
IA
135
IFP Advisors
Florida
$1.1K +$1.1K +500 New
CFFP
136
Center for Financial Planning
Michigan
$1.1K +$1.1K +500 New
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$1.1K +$1.1K +500 New
TFGT
138
TS Financial Group (TSFG)
Illinois
$1K – – –
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$955 +$42 +19 +5%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$694 -$1.91K -873 -73%
BTI
141
Blue Trust Inc
Georgia
$639 – – –
GRP
142
Global Retirement Partners
California
$548 +$548 +250 New
CTA
143
Colonial Trust Advisors
South Carolina
$438 – – –
NFSG
144
Newbridge Financial Services Group
Florida
$438 – – –
TWD
145
True Wealth Design
Ohio
$178 +$90 +41 +103%
CFS
146
CGC Financial Services
Oregon
$99 – – –
CIA
147
Cape Investment Advisory
Georgia
$24 – – –
HI
148
Harbour Investments
Wisconsin
$22 -$4.95K -2,252 -100%
WOC
149
West Oak Capital
California
$7 -$1 -50 -13%
YCM
150
Yaupon Capital Management
New York
– -$3.74M -3,560,365 Closed
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