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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
NA
426
Navellier & Associates
Nevada
$672K +$676K +11,330 New
SW
427
SlateStone Wealth
Florida
$671K +$645K +10,806 New
GXJ
428
Global X Japan
Japan
$668K +$641K +10,750 New
JWCA
429
J.W. Cole Advisors
Florida
$667K +$354K +5,936 +124%
SFG
430
Sowa Financial Group
Rhode Island
$665K +$7.76K +130 +1%
KRSITF
431
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$663K -$29.2K -489 -4%
YIH
432
Y-Intercept (HK)
Hong Kong
$652K +$626K +10,497 New
SAM
433
Shell Asset Management
Netherlands
$651K
IMCOOI
434
Investment Management Corp of Ontario (IMCO)
Canada
$644K -$497K -8,326 -45%
MWM
435
Modern Wealth Management
Kansas
$643K +$4.95K +83 +0.8%
BAM
436
Blueshift Asset Management
New Jersey
$638K +$29.3K +491 +5%
TPA
437
Trivium Point Advisory
Connecticut
$635K -$81.1K -1,360 -12%
Jane Street
438
Jane Street
New York
$632K -$282K -4,728 -32%
ECM
439
Evergreen Capital Management
Washington
$631K +$136K +2,279 +29%
Rockefeller Capital Management
440
Rockefeller Capital Management
New York
$628K +$4.06K +68 +0.7%
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$622K +$477 +8 +0.1%
AMI
442
Amica Mutual Insurance
Rhode Island
$617K
LWMM
443
Legacy Wealth Management (Mississippi)
Mississippi
$617K -$359K -6,020 -38%
RFC
444
Regions Financial Corp
Alabama
$613K -$2.98K -50 -0.5%
Squarepoint
445
Squarepoint
New York
$612K -$17.1M -286,976 -97%
VSQM
446
V-Square Quantitative Management
Illinois
$609K +$31.5K +528 +6%
AWM
447
Apollon Wealth Management
South Carolina
$599K +$19.7K +330 +4%
1C
448
111 Capital
France
$588K +$565K +9,465 New
BG
449
Bahl & Gaynor
Ohio
$587K -$67.1K -1,125 -11%
HFS
450
Heritage Financial Services
Massachusetts
$586K

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.