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Eversource Energy

885 hedge funds and large institutions have $19B invested in Eversource Energy in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 353 increasing their positions, 276 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $26M | Put options by funds: $9.57M

28% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 276

25% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 91

9% more capital invested

Capital invested by funds: $17.5B → $19B (+$1.5B)

1% more funds holding

Funds holding: 874885 (+11)

0.15% more ownership

Funds ownership: 83.07%83.22% (+0.15%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
885
Holders Change
+11
Holders Change %
+1.26%
% of All Funds
11.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
114
Increased
353
Reduced
276
Closed
91
Calls
$26M
Puts
$9.57M
Net Calls
+$16.4M
Net Calls Change
+$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
376
Avantax Advisory Services
Texas
$972K -$174K -2,924 -16%
MAM
377
Mystic Asset Management
Rhode Island
$970K +$130K +2,180 +16%
GOCP
378
Great Oak Capital Partners
Massachusetts
$969K
PAG
379
Private Advisor Group
New Jersey
$969K +$16.1K +270 +2%
MP
380
McDonald Partners
Ohio
$942K +$44.4K +744 +5%
AI
381
Arvest Investments
Arkansas
$934K +$897K +15,035 New
AWA
382
Arkadios Wealth Advisors
Georgia
$921K +$885K +14,835 New
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$917K +$22.9K +383 +2%
PAS
384
Park Avenue Securities
New York
$917K +$17.6K +295 +2%
GS
385
GTS Securities
New York
$914K +$878K +14,716 New
AIM
386
Aigen Investment Management
New York
$903K -$1.41M -23,585 -62%
PA
387
Profund Advisors
Maryland
$897K -$319K -5,342 -27%
EB
388
Eastern Bank
Massachusetts
$885K +$58.5K +980 +7%
PIM
389
Penobscot Investment Management
Massachusetts
$883K -$69.2K -1,160 -8%
PS
390
Presima Securities
Quebec, Canada
$881K +$15.5K +259 +2%
AC
391
AXQ Capital
New Jersey
$880K +$846K +14,172 New
Jacobs Levy Equity Management
392
Jacobs Levy Equity Management
New Jersey
$878K +$844K +14,142 New
USB
393
Union Savings Bank
Connecticut
$877K
UAS
394
United Asset Strategies
New York
$873K +$839K +14,058 New
UCFA
395
United Capital Financial Advisors
Texas
$868K -$128K -2,147 -13%
Assenagon Asset Management
396
Assenagon Asset Management
Luxembourg
$866K +$43.8K +734 +6%
VI
397
Vestcor Inc
New Brunswick, Canada
$863K +$130K +2,187 +19%
EA
398
Ellsworth Advisors
Ohio
$852K +$819K +13,721 New
MWM
399
Manske Wealth Management
Texas
$840K +$17.7K +296 +2%
QCG
400
Quadrant Capital Group
Ohio
$829K +$492K +8,250 +162%

ES Hedge Fund Activity: Q1 2025 in Review

885 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2025, worth a combined $19B — up 8.6% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new ES positions and 91 closed out — a net gain of 23 holders — while 353 added to existing stakes and 276 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $207M. The largest seller was Charles Schwab, cutting an estimated $241M.

  • 885 institutional investors held Eversource Energy (ES) as of Q1 2025, up from 874 in Q4 2024.
  • Funds reported $19B of Eversource Energy stock for Q1 2025, up 8.6% quarter-over-quarter.
  • 114 funds opened new Eversource Energy positions in Q1 2025 and 91 closed out, a net change of +23 holders.
  • The largest Eversource Energy buyer in Q1 2025 was Fidelity Investments, an estimated $207M added.
  • The largest Eversource Energy seller in Q1 2025 was Charles Schwab, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2025.