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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
LSA
751
Leonteq Securities AG
Switzerland
$31K -$90.9K -1,524 -75%
CMP
752
Coston McIsaac & Partners
Maine
$31K
SC
753
Sawyer & Company
Massachusetts
$31K
IBOK
754
Independence Bank of Kentucky
Kentucky
$30.1K
AssetMark Inc
755
AssetMark Inc
California
$29.9K -$1.67K -28 -5%
WBC
756
West Branch Capital
Massachusetts
$29.7K
OC
757
Oakworth Capital
Alabama
$29K
BWL
758
Bogart Wealth LLC
Virginia
$28.7K +$477 +8 +2%
PSB
759
Piscataqua Savings Bank
New Hampshire
$27.9K
A
760
AlphaQuest
New York
$24.6K -$536K -8,992 -96%
HIA
761
HFM Investment Advisors
New Jersey
$23K +$22.1K +370 New
OAJ
762
Ogorek Anthony Joseph
New York
$22K +$21.3K +357 New
PAG
763
Paladin Advisory Group
Iowa
$20.7K
VWA
764
VSM Wealth Advisory
Maryland
$20.1K
TFIPS
765
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.9K
PWMG
766
Private Wealth Management Group
New Jersey
$18.9K -$60 -1 -0.3%
CAM
767
Chesapeake Asset Management
New York
$18.9K -$5.67K -95 -24%
HI
768
Harbour Investments
Wisconsin
$18.6K -$2.86K -48 -14%
DAM
769
Delta Asset Management
Tennessee
$18.6K
CTA
770
Colonial Trust Advisors
South Carolina
$18.2K
RCM
771
Raleigh Capital Management
North Carolina
$18K -$23.1K -387 -57%
GG
772
Gleason Group
Kentucky
$17.9K +$179 +3 +1%
GC
773
Garde Capital
Washington
$17.6K +$16.9K +283 New
BGAI
774
Bruce G. Allen Investments
Colorado
$17.4K +$1.13K +19 +7%
MSWA
775
Marshall & Sterling Wealth Advisors
New York
$16.5K

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.