Berry Corporation

BRY • NASDAQ

Berry Corporation is a oil & gas exploration & production company in the energy sector on NASDAQ, led by Fernando Araujo, with a market cap of $268.5M. As of Q3 2025, 80% of shares are held by 166 institutional investors, with BlackRock, Inc. as the largest holder at 8.64%.

Chief Executive OfficerFernando Araujo

Market Cap$268.5M

Oil & Gas Exploration & Production

Energy

Employees1.3K

Websitebry.com

Country

United States of America

Overview

Overview of institutional ownership in BRY as of Q3 2025 with a market cap of $293.3M

All Institutions

Institutions: 166
Value Held: $235.7M
Shares Held: 62.3M
Avg Position: $1.4M
Median Position: $161.1K

Hedge Funds

Hedge Funds: 30
Value Held: $55.3M
Shares Held: 14.6M
Avg Position: $1.8M
Median Position: $536.9K

Ownership Breakdown

Institutional (non-HF)

61.49%

$180.4M

Hedge Funds

18.84%

$55.3M

Retail & Other

19.66%

$57.7M

Based on market cap of $293.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BRY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$25.3M 0.00% of portfolio	8.64% 6.7M shares	Q3 2018 Held for 7y 2m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$17.9M 0.00% of portfolio	6.10% 4.7M shares	Q3 2018 Held for 7y 2m	$6.69T
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	Michael Riccardi CEO	$13.9M 0.09% of portfolio	4.75% 3.7M shares	Q2 2024 Held for 1y 5m	$16.0B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$13.6M 0.00% of portfolio	4.65% 3.6M shares	Q2 2019 Held for 6y 5m	$466.32B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	$12.7M 0.04% of portfolio	4.34% 3.4M shares	Q2 2025 Held for 5 months	$32.2B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$10.5M 0.02% of portfolio	3.53% 2.7M shares	Q4 2021 Held for 3y 11m	$61.5B
A AMERICAN CENTURY COMPANIES INC Institution	-	$10.0M 0.01% of portfolio	3.42% 2.7M shares	Q2 2019 Held for 6y 5m	$195.93B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$9.6M 0.00% of portfolio	3.28% 2.5M shares	Q3 2018 Held for 7y 2m	$620.51B
Q Qube Research & Technologies Ltd Institution	-	$7.5M 0.01% of portfolio	2.56% 2.0M shares	Q3 2023 Held for 2y 2m	$70.6B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$7.1M 0.00% of portfolio	2.42% 1.9M shares	Q3 2018 Held for 7y 2m	$1.57T

Net Capital Flow

Institutional buying and selling activity for BRY in Q3 2025

Traded: +$2.4M
Buyers: 82
Sellers: 84
Total Bought: +$61.8M
Total Sold: −$59.5M
Avg Position: $1.2M

Biggest Buyers

Institution	Net Bought	Current Position
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$13.7M +3.6M shares	$13.9M 3.7M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	+$5.4M +1.4M shares	$12.7M 3.4M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$5.0M +1.3M shares	$6.5M 1.7M shares
A ABC ARBITRAGE SA Institution	+$4.9M +1.3M shares	$4.9M 1.3M shares
JPMORGAN CHASE & CO Institution	+$4.6M +1.2M shares	$5.8M 1.5M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.4M +903.3K shares	$3.4M 903.3K shares
O OMERS ADMINISTRATION Corp Institution	+$2.2M +578.1K shares	$2.2M 578.1K shares
GLAZER CAPITAL, LLC Hedge Fund•Multi-Strategy	+$2.1M +561.5K shares	$2.1M 561.5K shares
J JANE STREET GROUP, LLC Institution	+$2.1M +559.8K shares	$2.1M 559.8K shares
Polar Securities Inc. Hedge Fund•Multi-Strategy	+$1.8M +467.3K shares	$1.8M 467.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy	−$10.2M −3.7M shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$6.6M −1.8M shares	$17.9M 4.7M shares
L LSV ASSET MANAGEMENT Long Only Manager	−$4.4M −1.2M shares	$576.1K 152.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$4.1M −1.1M shares	$1.1M 301.3K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$4.1M −1.5M shares	Sold Off 0 shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$2.8M −1.0M shares	Sold Off 0 shares
Marshall Wace LLP Institution	−$2.5M −674.4K shares	$1.1M 279.6K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	−$1.9M −491.1K shares	$2.3M 605.0K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$1.6M −434.3K shares	$7.1M 1.9M shares
PRUDENTIAL FINANCIAL INC Institution	−$1.5M −407.3K shares	$1.6M 412.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BRY in Q3 2025

New Positions: 18
New Value: $13.8M
Exited Positions: 31
Exited Value: $25.0M

New Positions

Institution	Position Value
A ABC ARBITRAGE SA Institution	$4.9M 1.3M shares
O OMERS ADMINISTRATION Corp Institution	$2.2M 578.1K shares
GLAZER CAPITAL, LLC Hedge Fund•Multi-Strategy	$2.1M 561.5K shares
Polar Securities Inc. Hedge Fund•Multi-Strategy	$1.8M 467.3K shares
B BCK CAPITAL MANAGEMENT LP Hedge Fund•Event Driven	$1.3M 345.0K shares
WATER ISLAND CAPITAL LLC Hedge Fund•Event Driven	$540.5K 143.0K shares
H HARVEST MANAGEMENT LLC Hedge Fund•Event Driven	$378.0K 100.0K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$149.4K 39.5K shares
B BRYN MAWR TRUST CO/PA Institution	$113.4K 30.0K shares
WEST MICHIGAN ADVISORS, LLC RIA/Wealth	$94.5K 25.0K shares

Exited Positions

Institution	Previous Position
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy	$10.2M 3.7M shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	$4.1M 1.5M shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$2.8M 1.0M shares
MACKENZIE FINANCIAL CORP Long Only Manager	$1.2M 424.2K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	$1.1M 391.4K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$846.1K 305.5K shares
Numerai GP LLC Hedge Fund•Quant	$789.8K 285.1K shares
AMERIPRISE FINANCIAL INC Institution	$649.7K 234.6K shares
L LPL Financial LLC Institution	$604.6K 218.3K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$489.8K 176.8K shares

Options Activity

Institutions with the largest Call and Put options positions in BRY as of Q3 2025

Call Positions: 3
Call Value: $778.7K
Put Positions: 2
Put Value: $69.6K

Call Positions

Institution	Position Value
Nierenberg Investment Management Company, Inc. Hedge Fund•Value	$604.8K 1.6K contracts
J JANE STREET GROUP, LLC Institution	$92.2K 244.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$81.6K 216.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$69.6K 184.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with BRY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B BCK CAPITAL MANAGEMENT LP Hedge Fund•Event Driven	Wayne Wei-Yin Yu CEO	1.50% $1.3M	0.44% 345.0K shares	Q3 2025 Held for 2 months	$86.9M
A ABC ARBITRAGE SA Institution	-	0.48% $4.9M	1.68% 1.3M shares	Q3 2025 Held for 2 months	$1.0B
H HARVEST MANAGEMENT LLC Hedge Fund•Event Driven	Nathaniel Lee Bohrer Managing Partner	0.19% $378.0K	0.13% 100.0K shares	Q3 2025 Held for 2 months	$203.3M
GLAZER CAPITAL, LLC Hedge Fund•Multi-Strategy	Paul Jay Glazer CEO	0.10% $2.1M	0.72% 561.5K shares	Q3 2025 Held for 2 months	$2.2B
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	Michael Riccardi CEO	0.09% $13.9M	4.75% 3.7M shares	Q2 2024 Held for 1y 5m	$16.0B
P PharVision Advisers, LLC Hedge Fund•Long/Short	Blagovest Dimitrov Baychev CEO	0.08% $149.4K	0.05% 39.5K shares	Q3 2025 Held for 2 months	$176.9M
WATER ISLAND CAPITAL LLC Hedge Fund•Event Driven	John Sabbott Orrico CIO	0.08% $540.5K	0.18% 143.0K shares	Q3 2025 Held for 2 months	$641.5M
Polar Securities Inc. Hedge Fund•Multi-Strategy	Richard Gregory Lemaich CEO	0.05% $1.8M	0.60% 467.3K shares	Q3 2025 Held for 2 months	$3.4B
Virtus ETF Advisers LLC Long Only Manager	Richard William Smirl President	0.05% $75.1K	0.03% 19.9K shares	Q1 2024 Held for 1y 8m	$148.9M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.05% $2.3M	0.78% 605.0K shares	Q1 2020 Held for 5y 8m	$4.7B

Hedge Fund Spotlight

Discover hedge funds investing in BRY

EMC Capital Management

Hedge Fund • Multi-Strategy

Portfolio ManagerAjay Nmn Jain

Portfolio Value: $210.2M
Positions: 299
Last Reported: Q3 2025

Sector Allocation

Position in Berry Corporation

Market Value: $57.6K
Shares Held: 15.2K
Portfolio Weight: 0.03%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Vanguard S&P 500 ETF VOO	ETF ETF	$51.1M	24.29%
2 Invesco QQQ Trust QQQ	ETF ETF	$35.3M	16.79%
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$25.7M	12.21%