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Eversource Energy

932 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 75 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

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

75% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 75

40% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 273

5% more funds holding

Funds holding: 885932 (+47)

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
932
Holders Change
+47
Holders Change %
+5.31%
% of All Funds
12.27%
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
75
Calls
$58.4M
Puts
$15.1M
Net Calls
+$43.3M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Horizon Investments
North Carolina
$367K +$31.2K +507 +10%
KFG
552
Kelly Financial Group
Connecticut
$367K +$2.77K +45 +0.8%
ME
553
McIlrath & Eck
Washington
$360K +$8.44K +137 +2%
BP
554
Ballentine Partners
Massachusetts
$356K -$20.5K -332 -6%
AFG
555
Atomi Financial Group
New York
$355K -$22.9K -371 -6%
AO
556
Advisor OS
Illinois
$349K -$12.4K -201 -4%
BFA
557
Beaumont Financial Advisors
Massachusetts
$348K +$51.3K +833 +18%
TWM
558
Thrive Wealth Management
Pennsylvania
$346K +$11.6K +189 +4%
AFT
559
Alpha Family Trust
California
$346K
ASBI
560
American State Bank (Iowa)
Iowa
$346K
WANY
561
Wealthspire Advisors (New York)
New York
$344K -$16.6K -270 -5%
HSA
562
HBK Sorce Advisory
Pennsylvania
$337K -$8.81K -143 -3%
ACM
563
Advisors Capital Management
New Jersey
$336K -$8.75K -142 -3%
FFG
564
Fiduciary Financial Group
California
$331K +$37.3K +605 +13%
BFM
565
Boothbay Fund Management
New York
$330K +$48.4K +786 +18%
OAM
566
Oxford Asset Management
United Kingdom
$322K +$312K +5,065 New
IWM
567
IHT Wealth Management
Illinois
$321K +$49K +795 +19%
IPWA
568
International Private Wealth Advisors
California
$319K +$309K +5,014 New
AA
569
Addison Advisors
Vermont
$319K +$295K +4,794 +2,251%
WTFG
570
Wells Trecaso Financial Group
Ohio
$316K
ST
571
Spinnaker Trust
Maine
$313K
BCA
572
Bay Colony Advisors
Massachusetts
$311K +$301K +4,892 New
NL
573
NWAM LLC
Washington
$310K -$128K -2,070 -31%
CAMG
574
CWA Asset Management Group
Florida
$309K +$299K +4,854 New
SAG
575
SageView Advisory Group
California
$309K +$55.2K +895 +23%

ES Hedge Fund Activity: Q2 2025 in Review

932 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 75 closed out — a net gain of 56 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.

  • 932 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 75 closed out, a net change of +56 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.