Ocean Power Technologies, Inc.: which funds bought and sold

Institutions that bought and sold Ocean Power Technologies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 38 institutions that filed 13F reports for both quarters added to or opened positions in Ocean Power Technologies, and 23 cut or closed them. Together they added a net 8.4M shares, +33.3% on what they held at the start of the quarter. 21 opened a new position and 8 sold out entirely.

Bought, Q2 2026 38 institutions, 21 of them new holders Sold, Q2 2026 23 institutions, 8 of them sold out

Net change, all compared +8.4M shares (+33.3%)

Net change, active managers 0 shares (0.0%), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 88

38 bought 27 23 sold

Active managers and hedge funds 0 bought · 0 sold · 0

Index fund managers 5 bought · 3 sold · +1.0M

Other institutions 33 bought · 20 sold · +7.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Polar Asset Management Partners Inc.	+3.0M New position	3.0M	$797,325
UBS Group AG	+2.9M +72.5%	6.9M	$1.8M
Cambridge Investment Research Advisors, Inc.	+1.1M +369.4%	1.4M	$366,000
Hamilton Capital Partners, LLC	+500K New position	500K	$131,051
Vanguard Fiduciary Trust Co Index funds	+353K +34.2%	1.4M	$363,499
Hightower Advisors, LLC	+350K New position	350K	$91,726
Vanguard Capital Management LLC Index funds	+341K +4.0%	8.9M	$2.3M
State Street Corp Index funds	+172K +21.3%	983K	$257,463
Northern Trust Corp Index funds	+170K +48.6%	519K	$136,018
Diversify Advisory Services, LLC	+120K New position	120K	$17,279
Focus Partners Wealth	+82K New position	82K	$21,366
Imc-Chicago, LLC	+69K +200.6%	103K	$27,049
Diversify Wealth Management, LLC	+60K +101.4%	120K	$17,279
Sequoia Financial Advisors, LLC	+50K New position	50K	$13,100
J.W. Cole Advisors, Inc.	+44K New position	44K	$11,459
Geode Capital Management, LLC Index funds	+43K +2.0%	2.2M	$576,201
Xtx Topco Ltd	+40K New position	40K	$10,414
Envestnet Asset Management Inc	+30K New position	30K	$7,875
Pinnacle Financial Partners, Inc.	+30K +29.9%	131K	$34,191
Sbi Securities Co., Ltd.	+29K +115.5%	54K	$14,200

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Peak6 LLC	−257K −80.2%	63K	$16,606
D'Orazio & Associates, Inc.	−207K −51.2%	198K	$51,746
Royal Bank Of Canada	−188K −26.6%	518K	$136,000
Moneta Group Investment Advisors LLC	−158K Sold out	0	—
Susquehanna International Group, LLP	−105K −29.0%	257K	$67,247
Private Advisor Group, LLC	−100K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−50K Sold out	0	—
Sargent Investment Group, LLC	−45K Sold out	0	—
Group One Trading LLC	−41K −29.0%	100K	$26,144
Onedigital Investment Advisors LLC	−23K −12.5%	160K	$41,797
Simplex Trading, LLC	−23K −14.8%	130K	$34,003
Osaic Holdings, Inc.	−20K −22.1%	70K	$18,372
Mn Wealth Advisors, LLC	−17K −63.0%	10K	$2,620
Morgan Stanley	−15K −71.0%	6,100	$1,598
Newedge Advisors, LLC	−10K Sold out	0	—
Fny Investment Advisers, LLC	−3,815 Sold out	0	—
Two Sigma Securities, LLC	−2,290 −8.4%	25K	$6,510
Vanguard Personalized Indexing Management, LLC Index funds	−1,190 −6.4%	17K	$4,570
Citigroup Inc	−1,071 Sold out	0	—
Essex Investment Management Co LLC	−329 −0.2%	205K	$53,674

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Polar Asset Management Partners Inc.	3.0M	$797,325
Hamilton Capital Partners, LLC	500K	$131,051
Hightower Advisors, LLC	350K	$91,726
Focus Partners Wealth	82K	$21,366
Diversify Advisory Services, LLC	120K	$17,279
Sequoia Financial Advisors, LLC	50K	$13,100
J.W. Cole Advisors, Inc.	44K	$11,459
Xtx Topco Ltd	40K	$10,414
Envestnet Asset Management Inc	30K	$7,875
Bank Of Montreal	18K	$7,200

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Moneta Group Investment Advisors LLC	158K	$55,145
Private Advisor Group, LLC	100K	$35,000
Charles Schwab Investment Management IncIndex funds	50K	$17,500
Sargent Investment Group, LLC	45K	$15,750
Newedge Advisors, LLC	10K	$3,500
Fny Investment Advisers, LLC	3,815	$1,000
Citigroup Inc	1,071	$375
Assetmark, Inc	200	$70

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 81
Ten largest holders: 87.8%
Index fund managers: 51.3%
Active managers and hedge funds: 0.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	0	0	0	0	0.0%
Index fund managers	5	3	0	1	+1.0M	+6.3%
Other institutions	33	20	21	7	+7.4M	+82.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Ocean Power Technologies.

Only managers that filed a holdings report for both quarters are compared (88 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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