Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENPHASE ENERGY INC (ENPH)

505 + Investors. Track Smart Money conviction in ENPH. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
5Q ▼
Buyers last Q
47%

Smart Money Signals — ENPH

Based on 442 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds reduced or closed their ENPH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 54% of 3.0Y high

54% of all-time peak
Only 442 funds hold ENPH today versus a peak of 813 funds at 2023 Q1 — just 54% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 24% fewer funds vs a year ago

fund count last 6Q
139 fewer hedge funds hold ENPH compared to a year ago (-24% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

241 buying272 selling
Last quarter: 272 funds reduced or exited vs 241 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new ENPH position: 87 → 82 → 74 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 17% medium 16% new
295 out of 442 hedge funds have held ENPH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~83 new funds/quarter

72 → 87 → 82 → 74 → 83 new funds/Q
New funds entering each quarter: 87 → 82 → 74 → 83. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

74% veterans 7% 1-2yr 19% new
Of 505 current holders: 373 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
40 of 442 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.3
out of 10
Low Exit Risk
Exit risk score 1.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ENPH

How many hedge funds hold ENPH — quarterly history vs. share price
Quarterly hedge fund ownership of ENPH vs. share price

Market Analysis: ENPH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ENPH

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

70 top-rated funds 0 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: ENPH
2026 Q1 Stats Unlock in 18 days 505 + Investors

Track Smart Money conviction in ENPH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 505 515 -1.94%
13F Shares 154M 157M -2.18%
Total Value $5.40B $5.43B -0.59%
New Positions 88 78 +10
Increased Positions 247 256 -9
Closed Positions 98 123 -25
Reduced Positions 262 252 +10
Total Calls 33 32 3.12%
Total Puts 32 32 -
PUT/CALL Ratio 0.97 1.0 Neutral

Statistics: ENPH

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

505 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ENPH. Verified SEC 13F-HR filings.

Top 25 institutional holders of ENPH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BOURGEON CAPITAL MANAGEMENT LLC 1.48% 225,559 $8.5M
2 Leibman Financial Services, Inc. 0.92% 33,159 $1.3M
3 Green Alpha Advisors, LLC 0.61% 16,374 $619K
4 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.38% 286,190 $10.8M
5 Bouvel Investment Partners, LLC 0.38% 34,191 $1.3M
6 Quintet Private Bank (Europe) S.A. 0.30% 119,705 $4.5M
7 MOUNT VERNON ASSOCIATES INC /MD/ 0.28% 10,480
8 Sanchez Gaunt Capital Management, LLC 0.26% 10,866 $411K
9 Intellectus Partners, LLC 0.20% 25,682 $971K
10 TriaGen Wealth Management LLC 0.13% 12,602 $476K
11 Miller Global Investments, LLC 0.11% 3,174 $120K
12 Handelsbanken Fonder AB 0.10% 828,106 $31K
13 DLK Investment Management, LLC 0.09% 6,105 $231K
14 Guinness Atkinson Asset Management Inc 0.09% 4,616 $175K
15 ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 0.08% 7,254 $274K
16 Abacus Wealth Partners, LLC 0.05% 15,054 $569K
17 Raiffeisen Bank International AG 0.05% 91,518 $3.3M
18 Guinness Asset Management LTD 0.04% 67,158 $2.5M
19 Louisiana State Employees Retirement System 0.04% 58,000 $2K
20 SG Americas Securities, LLC 0.04% 931,097 $35K
21 Rakuten Securities, Inc. 0.04% 2,361 $89K
22 Leonteq Securities AG 0.04% 25,685 $971K
23 ROYAL LONDON ASSET MANAGEMENT LTD 0.03% 408,201 $15.4M
24 Quent Capital, LLC 0.03% 12,039 $455K
25 State of Alaska, Department of Revenue 0.03% 70,294 $3K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ENPHASE ENERGY INC (ENPH)

What does the Smart Money Trend signal show for ENPH?

Selling streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds reduced or closed their ENPH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ENPH?

More sellers than buyers — 47% buying: Last quarter: 272 funds reduced or exited vs 241 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ENPH holders?

Strong quality — 33% AUM from major funds: 40 of 442 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ENPH?

67% of holders stayed for 2+ years: 295 out of 442 hedge funds have held ENPH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.