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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
BIA
826
Bell Investment Advisors
California
$5.16K -$477 -8 -9%
AW
827
Avion Wealth
Texas
$5K
POIA
828
Pin Oak Investment Advisors
Texas
$5K
TF
829
Tompkins Financial
New York
$4.66K
AWM
830
Abound Wealth Management
Tennessee
$4.54K -$1.43K -24 -25%
LWA
831
Lowe Wealth Advisors
Maryland
$4.47K
SIM
832
Synergy Investment Management
Florida
$4.22K
WA
833
WPG Advisers
Maryland
$4.16K -$3.16K -53 -44%
PAM
834
Parvin Asset Management
South Dakota
$4.16K +$4K +67 New
WTC
835
WhitTier Trust Company
Nevada
$4.04K -$91.8K -1,539 -96%
SS
836
SBI Securities
Japan
$3.98K -$60 -1 -2%
BDPWM
837
Barnes Dennig Private Wealth Management
Ohio
$3.85K +$3.7K +62 New
BCMLT
838
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K +$60 +1 +2%
SS
839
Sunbelt Securities
Texas
$2.88K
TCA
840
Trifecta Capital Advisors
Illinois
$2.86K -$597 -10 -18%
PWA
841
Provenance Wealth Advisors
Florida
$2.79K
AWM
842
Activest Wealth Management
Florida
$2.67K +$2.56K +43 New
WAS
843
Winch Advisory Services
Wisconsin
$2.67K +$60 +1 +2%
WCM
844
WealthTrak Capital Management
Virginia
$2.48K +$1.79K +30 +300%
PP
845
Pacifica Partners
Canada
$2.48K
CPG
846
Cornerstone Planning Group
New Jersey
$2.43K +$1.25K +21 +100%
AA
847
Ancora Advisors
Ohio
$2.3K +$358 +6 +19%
DPW
848
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$656 +11 +46%
FMP
849
Financial Management Professionals
Texas
$1.86K +$1.31K +22 +275%
CWC
850
Carolinas Wealth Consulting
North Carolina
$1.74K -$1.07K -18 -39%

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.