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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
AWM
426
Apollon Wealth Management
South Carolina
$737K +$120K +1,946 +20%
DFCM
427
Dark Forest Capital Management
Puerto Rico
$729K +$706K +11,462 New
VT
428
Vise Technologies
New York
$727K +$705K +11,433 New
NA
429
Navellier & Associates
Nevada
$722K +$801 +13 +0.1%
SFSG
430
Sound Financial Strategies Group
Mississippi
$721K +$698K +11,330 New
SLWA
431
San Luis Wealth Advisors
California
$714K +$4.13K +67 +0.6%
VCM
432
Voleon Capital Management
California
$708K -$55.2K -896 -7%
PIWA
433
Prevail Innovative Wealth Advisors
Kansas
$705K +$683K +11,085 New
PCG
434
Prosperity Consulting Group
Maryland
$701K -$56.4K -915 -8%
CA
435
Centerpoint Advisors
Massachusetts
$699K
IAA
436
Independent Advisor Alliance
North Carolina
$698K +$3.94K +64 +0.6%
SW
437
SlateStone Wealth
Florida
$687K
MWM
438
Modern Wealth Management
Kansas
$681K +$22.1K +358 +3%
QCM
439
QRG Capital Management
Illinois
$667K -$22.6K -367 -3%
CIMLRA
440
CBRE Investment Management Listed Real Assets
Pennsylvania
$651K -$152K -2,471 -19%
VSQM
441
V-Square Quantitative Management
Illinois
$648K +$23.5K +382 +4%
GXJ
442
Global X Japan
Japan
$648K -$35K -568 -5%
SC
443
Savant Capital
Illinois
$644K +$95.6K +1,551 +18%
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$642K +$4.19K +68 +0.7%
GI
445
GAMMA Investing
California
$641K +$199K +3,237 +47%
BCI
446
Brinker Capital Investments
Pennsylvania
$635K +$293K +4,755 +91%
KRSITF
447
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$635K -$42.6K -691 -6%
AMI
448
Amica Mutual Insurance
Rhode Island
$632K
RFC
449
Regions Financial Corp
Alabama
$629K +$1.11K +18 +0.2%
Squarepoint
450
Squarepoint
New York
$629K +$1.79K +29 +0.3%

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.