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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
MWA
701
Medallion Wealth Advisors
Connecticut
$153K +$123 +2 +0.1%
MA
702
Montag & Associates
Georgia
$140K
ADL
703
Asset Dedication LLC
California
$140K +$90.4K +1,467 +201%
IA
704
IFP Advisors
Florida
$139K +$27.5K +446 +26%
CI Investments Inc
705
CI Investments Inc
Ontario, Canada
$137K +$19.5K +317 +17%
VCM
706
Versant Capital Management
Arizona
$136K +$79.4K +1,289 +151%
CA
707
CoreCap Advisors
Michigan
$136K +$120K +1,945 +1,029%
CF
708
Centaurus Financial
California
$135K +$4.99K +81 +4%
RFS
709
Richardson Financial Services
Massachusetts
$133K -$616 -10 -0.5%
GWM
710
Geneos Wealth Management
Colorado
$123K -$200K -3,250 -63%
AF
711
Advisornet Financial
Minnesota
$121K -$1.11K -18 -0.9%
HFS
712
Hughes Financial Services
Virginia
$120K -$1.54K -25 -1%
CCA
713
Catalyst Capital Advisors
New York
$115K +$112K +1,813 New
CPG
714
Cornerstone Planning Group
New Jersey
$115K +$105K +1,703 +4,055%
CIA
715
Cape Investment Advisory
Georgia
$113K +$110K +1,780 New
CFO
716
CVA Family Office
Colorado
$113K +$17.4K +282 +19%
MPWT
717
MassMutual Private Wealth & Trust
Connecticut
$110K -$2.96K -48 -3%
RIL
718
Rothschild Investment LLC
Illinois
$108K +$34.4K +559 +49%
ST
719
Smithfield Trust
Pennsylvania
$107K
Federated Hermes
720
Federated Hermes
Pennsylvania
$106K -$616 -10 -0.6%
OWA
721
Opal Wealth Advisors
New York
$105K -$370 -6 -0.4%
CFFP
722
Center for Financial Planning
Michigan
$105K -$9.55K -155 -9%
BBHC
723
Brown Brothers Harriman & Co
New York
$103K +$30.5K +495 +44%
PFBT
724
Parkside Financial Bank & Trust
Missouri
$102K -$18.6K -301 -16%
CA
725
Clearstead Advisors
Ohio
$96.2K +$50.3K +817 +118%

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.