The cluster is mixed and dominated by passive funds, suggesting no strong directional thesis. Monitor for any fundamental catalysts or insider activity that could clarify direction.
Executive Summary
Institutional cluster for AIOT (Powerfleet) in Q3 2025 shows mixed activity: 4 buyers (Schwab, Citadel, Invesco, UBS) added $5.1M, while 3 sellers (Morgan Stanley, BofA, Fidelity) reduced by $4.3M, resulting in a net increase of ~$0.8M.
Key Financial Metrics
Institutional Positions
Net institutional flow: $822.0K
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Schwab | DOUBLED | +172% | $5.2M | $3.6M |
| Citadel | DOUBLED | +105.3% | $1.5M | $874.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -48.5% | $5.6M | -$2.1M |
| BofA | NEAR_EXIT | -77.3% | $3.0M | -$2.1M |
Key Facts
- Schwab doubled its position to $5.2M (+$3.6M, +172% shares)
- Citadel doubled to $1.5M (+$874K, +105% shares)
- Morgan Stanley trimmed from $5.6M to $3.5M (-$2.1M, -48.5% shares)
- BofA near-exited from $3.0M to $818K (-$2.1M, -77.3% shares)
- Net institutional buying of ~$0.8M, representing ~0.16% of market cap
Financial Impact
Institutional cluster shows net buying of ~$0.8M, with $5.1M in new buying and $4.3M in selling. Largest buyer Schwab added $3.6M; largest seller Morgan Stanley trimmed $2.1M.
Risk Factors
- 13F data has a 45-day lag; positions may have been unwound since quarter-end
- Passive/index fund activity may reflect rebalancing, not conviction
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AIOT-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 10w ago | 3 | $3.14 $2.95 | ▼ −6.05% | ▼ −4.15% | — |
Aug 10, 2026 11w ago | 8-K | $3.06 $2.96 | ▲ +3.27% | ▲ +2.35% | — |
Jun 15, 2026 19w ago | 8-K | $4.14 $4.32 | ▲ +4.35% | ▲ +5.10% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $4.21 $4.28 | ▲ +1.66% | ▼ −0.23% | — |
May 22, 2026 22w ago | 8-K | $3.56 $3.83 | ▲ +7.72% | ▲ +9.67% | — |
Mar 30, 2026 30w ago | Court Ruling | $2.90 $3.09 | ▲ +6.55% | ▼ −6.05% | — |
US Market Status
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