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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
TPA
451
Trivium Point Advisory
Connecticut
$627K -$22.1K -359 -4%
MFG
452
Merit Financial Group
Georgia
$625K +$97K +1,574 +19%
CA
453
Claro Advisors
Massachusetts
$617K +$21.4K +347 +4%
GM
454
GeoWealth Management
Illinois
$612K +$593K +9,617 New
ACA
455
Anchor Capital Advisors
Massachusetts
$610K -$430K -6,974 -42%
VA
456
Vident Advisory
Georgia
$609K -$402K -6,520 -41%
HH
457
Hilltop Holdings
Texas
$601K +$41.6K +675 +8%
HFS
458
Heritage Financial Services
Massachusetts
$600K
First Manhattan
459
First Manhattan
New York
$597K
AWM
460
Accurate Wealth Management
Florida
$597K -$54.4K -882 -9%
Fisher Asset Management
461
Fisher Asset Management
Washington
$593K +$197K +3,202 +52%
MLA
462
My Legacy Advisors
Oregon
$588K +$28.3K +460 +5%
PMAM
463
Picton Mahoney Asset Management
Ontario, Canada
$588K +$570K +9,255 New
T
464
Tableaux
Massachusetts
$586K
GT
465
Greenleaf Trust
Michigan
$586K -$113K -1,837 -17%
ECM
466
Evergreen Capital Management
Washington
$584K -$60.9K -989 -10%
NP
467
NorthRock Partners
Minnesota
$582K +$53.7K +872 +11%
LOPW
468
Live Oak Private Wealth
North Carolina
$582K -$5.05K -82 -0.9%
CPBTD
469
Central Pacific Bank - Trust Division
Hawaii
$573K
AAG
470
Armstrong Advisory Group
Massachusetts
$572K -$191K -3,094 -26%
MFIM
471
Mesirow Financial Investment Management
Illinois
$572K -$545K -8,837 -50%
IMCOOI
472
Investment Management Corp of Ontario (IMCO)
Canada
$570K -$86.3K -1,400 -14%
NECFA
473
New England Capital Financial Advisors
Connecticut
$564K +$1.6K +26 +0.3%
BG
474
Bahl & Gaynor
Ohio
$559K -$41.1K -667 -7%
FWM
475
Finer Wealth Management
Massachusetts
$554K

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.