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Eversource Energy

933 hedge funds and large institutions have $19.9B invested in Eversource Energy in 2025 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 382 increasing their positions, 273 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more call options, than puts

Call options by funds: $58.4M | Put options by funds: $15.1M

77% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 74

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 273

5% more funds holding

Funds holding: 885933 (+48)

1.61% more ownership

Funds ownership: 83.22%84.83% (+1.6%)

5% more capital invested

Capital invested by funds: $19B → $19.9B (+$898M)

Holders
933
Holders Change
+48
Holders Change %
+5.42%
% of All Funds
12.28%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
131
Increased
382
Reduced
273
Closed
74
Calls
$58.4M
Puts
$15.1M
Net Calls
+$43.3M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
376
Lido Advisors
California
$1.07M +$702K +11,391 +212%
QCG
377
Quadrant Capital Group
Ohio
$1.06M +$205K +3,333 +25%
TCPW
378
Twin City Private Wealth
North Carolina
$1.05M +$1.01M +16,450 New
MAM
379
Mystic Asset Management
Rhode Island
$1.04M +$48.1K +780 +5%
BEI
380
Benjamin Edwards Inc
Missouri
$1.03M -$4.56K -74 -0.5%
MP
381
McDonald Partners
Ohio
$990K +$24.4K +396 +3%
PAS
382
Park Avenue Securities
New York
$990K +$49.5K +804 +5%
EA
383
Ellsworth Advisors
Ohio
$981K +$104K +1,693 +12%
IA
384
Icon Advisers
Colorado
$973K -$166K -2,700 -15%
AWA
385
Arkadios Wealth Advisors
Georgia
$966K +$21.1K +343 +2%
EGM
386
Engineers Gate Manager
New York
$957K -$263K -4,273 -22%
UCFA
387
United Capital Financial Advisors
Texas
$955K +$63.7K +1,034 +7%
BAMF
388
BI Asset Management Fondsmaeglerselskab
Denmark
$942K -$65K -1,054 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
389
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$932K -$3.56M -57,717 -80%
HWM
390
HB Wealth Management
Georgia
$930K +$135K +2,194 +18%
MGWM
391
Marks Group Wealth Management
Minnesota
$926K +$897K +14,549 New
PIM
392
Penobscot Investment Management
Massachusetts
$917K +$12K +195 +1%
VIG
393
Vienna Insurance Group
Poland
$908K -$326K -5,287 -27%
EB
394
Eastern Bank
Massachusetts
$906K
PS
395
Presima Securities
Quebec, Canada
$903K
MWM
396
Manske Wealth Management
Texas
$873K +$12.7K +206 +2%
1C
397
111 Capital
France
$852K +$242K +3,931 +42%
CCM
398
Coldstream Capital Management
Washington
$851K +$136K +2,203 +20%
VI
399
Vestcor Inc
New Brunswick, Canada
$851K -$32.5K -528 -4%
DW30
400
Drucker Wealth 3.0
New Jersey
$850K +$804K +13,051 New

ES Hedge Fund Activity: Q2 2025 in Review

933 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2025, worth a combined $19.9B — up 4.7% from $19B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ES positions and 74 closed out — a net gain of 57 holders — while 382 added to existing stakes and 273 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $305M. The largest seller was Wellington Management Group, cutting an estimated $793M.

  • 933 institutional investors held Eversource Energy (ES) as of Q2 2025, up from 885 in Q1 2025.
  • Funds reported $19.9B of Eversource Energy stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 131 funds opened new Eversource Energy positions in Q2 2025 and 74 closed out, a net change of +57 holders.
  • The largest Eversource Energy buyer in Q2 2025 was Victory Capital Management, an estimated $305M added.
  • The largest Eversource Energy seller in Q2 2025 was Wellington Management Group, an estimated $793M sold.

Based on aggregated 13F filings for Q2 2025.