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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
CI Investments Inc
676
CI Investments Inc
Ontario, Canada
$114K -$4.71K -79 -4%
CFFP
677
Center for Financial Planning
Michigan
$112K
MPWT
678
MassMutual Private Wealth & Trust
Connecticut
$110K +$25.6K +429 +32%
IA
679
IFP Advisors
Florida
$106K -$139K -2,328 -58%
HCP
680
Hexagon Capital Partners
Arkansas
$106K +$9.37K +157 +10%
Federated Hermes
681
Federated Hermes
Pennsylvania
$104K -$2.03K -34 -2%
ST
682
Smithfield Trust
Pennsylvania
$104K
OWA
683
Opal Wealth Advisors
New York
$103K +$99.2K +1,663 New
AAP
684
Arax Advisory Partners
Colorado
$96.6K -$91.8K -1,539 -50%
ETC
685
Exchange Traded Concepts
Oklahoma
$94.9K -$19.5K -327 -18%
VFM
686
Vision Financial Markets
Connecticut
$93.5K
CFO
687
CVA Family Office
Colorado
$92.8K -$12.3K -206 -12%
CBT
688
Crews Bank & Trust
Florida
$92K
Acadian Asset Management
689
Acadian Asset Management
Massachusetts
$92K +$47.8K +801 +115%
PA
690
PSI Advisors
Florida
$92K
FAM
691
Flaharty Asset Management
Florida
$91.6K +$88K +1,475 New
FWA
692
Flagship Wealth Advisors
Massachusetts
$89.5K +$26.7K +448 +45%
TPCW
693
TD Private Client Wealth
New York
$85.3K -$1.55K -26 -2%
FDCP
694
Foster Dykema Cabot & Partners
Massachusetts
$81.5K
RA
695
Ransom Advisory
Rhode Island
$77.8K
HIW
696
Holos Integrated Wealth
Pennsylvania
$77.6K
CAL
697
Capital Advisors Ltd
Ohio
$76K +$1.37K +23 +2%
LC
698
Lindbrook Capital
California
$74.8K -$68.1K -1,142 -49%
NRG
699
Nemes Rush Group
Michigan
$74.5K
TFGT
700
TS Financial Group (TSFG)
Illinois
$74K -$8.05K -135 -10%

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.