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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
OPS
551
Orion Portfolio Solutions
Nebraska
$325K +$56.7K +951 +22%
P
552
Pitcairn
Pennsylvania
$324K -$32.4K -543 -9%
GWM
553
Geneos Wealth Management
Colorado
$322K +$220K +3,689 +246%
MPM
554
MBB Public Markets
Illinois
$322K +$309K +5,181 New
WSFS
555
Wilmington Savings Fund Society
Delaware
$313K +$11K +184 +4%
EC
556
EntryPoint Capital
New York
$313K +$300K +5,033 New
WTFG
557
Wells Trecaso Financial Group
Ohio
$309K +$2.98K +50 +1%
FRA
558
Frank Rimerman Advisors
California
$309K +$60.8K +1,019 +26%
ST
559
Spinnaker Trust
Maine
$305K
CGL
560
Clarius Group LLC
Washington
$303K +$9.43K +158 +3%
PA
561
Parallel Advisors
California
$302K -$3.52K -59 -1%
DWM
562
Destination Wealth Management
California
$300K -$9.79K -164 -3%
MA
563
MJP Associates
Connecticut
$297K -$2.74K -46 -1%
PWM
564
Perigon Wealth Management
California
$290K +$4.42K +74 +2%
BFA
565
Beaumont Financial Advisors
Massachusetts
$288K
FFA
566
Farther Finance Advisors
California
$287K +$142K +2,374 +106%
OPW
567
Oxler Private Wealth
New York
$287K +$2.74K +46 +1%
TWM
568
Trueblood Wealth Management
Ohio
$283K +$3.94K +66 +1%
SPA
569
Shore Point Advisors
New Jersey
$282K
SIP
570
Stoneridge Investment Partners
Pennsylvania
$281K -$1.41M -23,612 -84%
IA
571
Integrity Alliance
Iowa
$280K +$269K +4,512 New
SHFA
572
SC&H Financial Advisors
Maryland
$280K -$60K -1,005 -18%
CIAS
573
CFS Investment Advisory Services
New Jersey
$280K -$24.3K -408 -8%
AWS
574
Atria Wealth Solutions
New York
$279K +$268K +4,490 New
BHWM
575
Bar Harbor Wealth Management
New Hampshire
$277K -$7.46K -125 -3%

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.