Ideal Power

IPWR • NASDAQ

Ideal Power is a electrical equipment & parts company in the industrials sector on NASDAQ, with a market cap of $35.7M. As of Q3 2025, 29% of shares are held by 28 institutional investors, with AWM Investment Company, Inc. as the largest holder at 7.6%.

Market Cap$35.7M

Electrical Equipment & Parts

Industrials

Employees11.0

Websiteidealpower.com

Country

United States of America

Overview

Overview of institutional ownership in IPWR as of Q3 2025 with a market cap of $42.7M

All Institutions

Institutions: 28
Value Held: $12.4M
Shares Held: 2.5M
Avg Position: $444.0K
Median Position: $111.5K

Hedge Funds

Hedge Funds: 6
Value Held: $7.7M
Shares Held: 1.5M
Avg Position: $1.3M
Median Position: $726.4K

Ownership Breakdown

Institutional (non-HF)

11.12%

$4.7M

Hedge Funds

18.02%

$7.7M

Retail & Other

70.86%

$30.2M

Based on market cap of $42.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IPWR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A AWM Investment Company, Inc. Hedge Fund•Event Driven	David Michael Greenhouse President	$3.2M 0.30% of portfolio	7.60% 645.7K shares	Q4 2014 Held for 10y 11m	$1.1B
A AIGH Capital Management LLC Hedge Fund•Long/Short	Orin Zvi Hirschman Managing Partner	$2.6M 0.81% of portfolio	6.04% 513.0K shares	Q4 2020 Held for 4y 11m	$317.0M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.8M 0.00% of portfolio	4.23% 359.1K shares	Q4 2020 Held for 4y 11m	$6.69T
Baird Financial Group, Inc. Private Equity	Paul Lee Schultz General Counsel	$862.7K 0.00% of portfolio	2.02% 171.8K shares	Q2 2021 Held for 4y 5m	$62.0B
AMH Equity Ltd Hedge Fund•Long/Short	Adam Michael Hutt President	$785.1K 1.00% of portfolio	1.84% 156.4K shares	Q3 2025 Held for 2 months	$78.8M
Bleichroeder LP Hedge Fund•Value	Andrew Stephen Gundlach CCO	$667.7K 0.13% of portfolio	1.57% 133.0K shares	Q1 2024 Held for 1y 8m	$510.9M
B BlackRock, Inc. Institution	-	$600.1K 0.00% of portfolio	1.41% 119.5K shares	Q1 2017 Held for 8y 8m	$5.67T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$412.3K 0.00% of portfolio	0.96% 82.0K shares	Q1 2021 Held for 4y 8m	$1.57T
UBS Group AG Institution	Sergio P. Ermotti CEO	$275.8K 0.00% of portfolio	0.65% 54.9K shares	Q3 2018 Held for 7y 2m	$511.54B
Cable Car Capital LLC Hedge Fund•Long/Short	Evan Howell Eurich COO	$251.0K 0.21% of portfolio	0.59% 50.0K shares	Q1 2024 Held for 1y 8m	$119.3M

Net Capital Flow

Institutional buying and selling activity for IPWR in Q3 2025

Traded: +$618.8K
Buyers: 14
Sellers: 8
Total Bought: +$1.6M
Total Sold: −$997.0K
Avg Position: $401.0K

Biggest Buyers

Institution	Net Bought	Current Position
AMH Equity Ltd Hedge Fund•Long/Short	+$785.1K +156.4K shares	$785.1K 156.4K shares
A AWM Investment Company, Inc. Hedge Fund•Event Driven	+$222.4K +44.2K shares	$3.2M 645.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$159.7K +31.7K shares	$159.7K 31.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$132.3K +26.3K shares	$132.3K 26.3K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$119.7K +23.8K shares	$119.7K 23.8K shares
VANGUARD GROUP INC Institution	+$84.9K +16.9K shares	$1.8M 359.1K shares
Cetera Investment Advisers RIA/Wealth	+$75.6K +15.1K shares	$75.6K 15.1K shares
UBS Group AG Institution	+$20.0K +4.0K shares	$275.8K 54.9K shares
R ROYAL BANK OF CANADA Institution	+$7.7K +1.5K shares	$10.2K 2.0K shares
J JANE STREET GROUP, LLC Institution	+$3.3K +651.0 shares	$63.1K 12.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
A AIGH Capital Management LLC Hedge Fund•Long/Short	−$781.4K −155.6K shares	$2.6M 513.0K shares
LeConte Wealth Management, LLC RIA/Wealth	−$124.6K −27.5K shares	Sold Off 0 shares
Stratos Wealth Partners, LTD. RIA/Wealth	−$70.3K −15.5K shares	Sold Off 0 shares
Baird Financial Group, Inc. Private Equity	−$13.5K −2.7K shares	$862.7K 171.8K shares
T Tower Research Capital LLC Institution	−$4.5K −893.0 shares	$2.7K 537.0 shares
Westside Investment Management, Inc. RIA/Wealth	−$2.3K −500.0 shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$326.3 −65.0 shares	$5.2K 1.0K shares
S SBI Securities Co., Ltd. Institution	−$35.2 −7.0 shares	$216.0 43.0 shares

Entry and Exit Activity

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

New Positions: 4
New Value: $982.0K
Exited Positions: 3
Exited Value: $197.2K

New Positions

Institution	Position Value
AMH Equity Ltd Hedge Fund•Long/Short	$785.1K 156.4K shares
S STIFEL FINANCIAL CORP Long Only Manager	$119.7K 23.8K shares
Cetera Investment Advisers RIA/Wealth	$75.6K 15.1K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$1.5K 307.0 shares

Exited Positions

Institution	Previous Position
LeConte Wealth Management, LLC RIA/Wealth	$124.6K 27.5K shares
Stratos Wealth Partners, LTD. RIA/Wealth	$70.3K 15.5K shares
Westside Investment Management, Inc. RIA/Wealth	$2.3K 500.0 shares

Options Activity

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

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
AMH Equity Ltd Hedge Fund•Long/Short	Adam Michael Hutt President	1.00% $785.1K	1.84% 156.4K shares	Q3 2025 Held for 2 months	$78.8M
A AIGH Capital Management LLC Hedge Fund•Long/Short	Orin Zvi Hirschman Managing Partner	0.81% $2.6M	6.04% 513.0K shares	Q4 2020 Held for 4y 11m	$317.0M
A AWM Investment Company, Inc. Hedge Fund•Event Driven	David Michael Greenhouse President	0.30% $3.2M	7.60% 645.7K shares	Q4 2014 Held for 10y 11m	$1.1B
Cable Car Capital LLC Hedge Fund•Long/Short	Evan Howell Eurich COO	0.21% $251.0K	0.59% 50.0K shares	Q1 2024 Held for 1y 8m	$119.3M
Bleichroeder LP Hedge Fund•Value	Andrew Stephen Gundlach CCO	0.13% $667.7K	1.57% 133.0K shares	Q1 2024 Held for 1y 8m	$510.9M
BAILARD, INC. RIA/Wealth	Sonya Thadhani Mughal CEO	0.00% $113.2K	0.27% 22.5K shares	Q4 2022 Held for 2y 11m	$4.5B
Baird Financial Group, Inc. Private Equity	Paul Lee Schultz General Counsel	0.00% $862.7K	2.02% 171.8K shares	Q2 2021 Held for 4y 5m	$62.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $132.3K	0.31% 26.3K shares	Q3 2024 Held for 1y 2m	$67.9B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% $159.7K	0.37% 31.7K shares	Q3 2025 Held for 2 months	$122.08B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	0.00% $119.7K	0.28% 23.8K shares	Q3 2025 Held for 2 months	$109.37B

Hedge Fund Spotlight

Discover hedge funds investing in IPWR

Bleichroeder LP

Hedge Fund • Value

Portfolio ManagerAndrew Stephen Gundlach

Portfolio Value: $510.9M
Positions: 67
Last Reported: Q3 2025

Sector Allocation

Position in Ideal Power

Market Value: $667.7K
Shares Held: 133.0K
Portfolio Weight: 0.13%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 GLD SPDR Gold Trust GLD	Unknown Unknown	$168.8M	33.05%
2 CompoSecure CMPO	Manufacturing - Metal Fabrication Industrials	$81.6M	15.97%
3 Linde LIN	Chemicals - Specialty Basic Materials	$39.0M	7.63%

View full profile

Ideal Power

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Ideal Power

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