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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
MCA
801
Midwest Capital Advisors
Michigan
$9.63K
NC
802
NewSquare Capital
Pennsylvania
$9.63K +$9.01K +151 +3,775%
AGWCA
803
Annis Gardner Whiting Capital Advisors
Florida
$9.26K
JWA
804
JFS Wealth Advisors
Pennsylvania
$9.26K +$3.82K +64 +75%
SCB
805
Saudi Central Bank
Saudi Arabia
$8.94K +$8.59K +144 New
FDW
806
Fourth Dimension Wealth
Ohio
$8.82K +$8.47K +142 New
PP
807
Pingora Partners
Wyoming
$8.7K
LI
808
LRI Investments
Florida
$8.14K
RF
809
Robbins Farley
New Hampshire
$7.76K
AG
810
AmeriFlex Group
Nevada
$7.45K
CWM
811
Compass Wealth Management
Connecticut
$7.39K
MSFP
812
Mark Sheptoff Financial Planning
Connecticut
$7.33K
SC
813
Swan Capital
Florida
$7.27K
HIA
814
Harbor Investment Advisory
Maryland
$7.14K
PSFG
815
Park Square Financial Group
Georgia
$7.02K
GIA
816
GHP Investment Advisors
Colorado
$6.96K
CT
817
Colonial Trust
South Carolina
$6.91K -$3.76K -63 -36%
HNW
818
High Note Wealth
Minnesota
$6.77K +$1.73K +29 +36%
W
819
WealthCollab
Washington
$6.21K -$2.98K -50 -33%
LC
820
Lavaca Capital
Texas
$6.21K
WTFG
821
Wood Tarver Financial Group
Idaho
$5.96K -$60 -1 -1%
TWD
822
True Wealth Design
Ohio
$5.89K +$4.24K +71 +296%
GBT
823
Grove Bank & Trust
Florida
$5.84K -$60 -1 -1%
DF
824
Dunhill Financial
United Kingdom
$5.5K -$358 -6 -6%
BWM
825
Bernard Wealth Management
Michigan
$5.28K +$5.07K +85 New

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.