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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
SWM
626
Spire Wealth Management
Virginia
$255K -$274K -4,453 -53%
KWM
627
Kingsview Wealth Management
Oregon
$255K +$3.7K +60 +2%
VFM
628
Viking Fund Management
North Dakota
$254K
AWA
629
Aaron Wealth Advisors
Illinois
$253K +$2.96K +48 +1%
MWM
630
Melfa Wealth Management
Massachusetts
$251K
CTC
631
Central Trust Company
Missouri
$249K
TF
632
Tompkins Financial
New York
$247K +$234K +3,800 +5,067%
CAM
633
Cozad Asset Management
Illinois
$246K
SIC
634
Sterling Investment Counsel
New York
$246K -$14.8K -240 -6%
FTWA
635
Fifth Third Wealth Advisors
Ohio
$244K -$31.9K -517 -12%
PP
636
PDS Planning
Ohio
$244K +$10.7K +173 +5%
MWM
637
Mindset Wealth Management
Indiana
$244K
CA
638
Continuum Advisory
Idaho
$244K +$68.1K +1,105 +41%
HWMG
639
Hurlow Wealth Management Group
Indiana
$243K -$1.17K -19 -0.5%
CW
640
CreativeOne Wealth
Kansas
$242K +$235K +3,809 New
PFM
641
Patton Fund Management
Texas
$242K +$235K +3,806 New
FLPIM
642
F.L. Putnam Investment Management
Massachusetts
$238K -$137K -2,229 -37%
TNB
643
Thomasville National Bank
Georgia
$236K
WS
644
Wedbush Securities
California
$236K -$128K -2,079 -36%
CFP
645
Catalyst Financial Partners
Massachusetts
$235K -$4.62K -75 -2%
FCP
646
Fidelis Capital Partners
Florida
$233K +$220K +3,566 New
WT
647
Whittier Trust
California
$232K
MMA
648
Miracle Mile Advisors
California
$232K +$18K +292 +9%
BB
649
Berkshire Bank
Massachusetts
$230K
DC
650
Davenport & Co
Virginia
$230K -$5.12K -83 -2%

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.