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Eversource Energy

933 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 74 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

77% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 74

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 273

5% more funds holding

Funds holding: 885933 (+48)

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
933
Holders Change
+48
Holders Change %
+5.42%
% of All Funds
12.28%
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
74
Calls
$58.4M
Puts
$15.1M
Net Calls
+$43.3M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
851
MTM Investment Management
South Carolina
$8.02K +$7.76K +126 New
RF
852
Robbins Farley
New Hampshire
$7.95K
TCM
853
Traub Capital Management
Massachusetts
$7.76K +$7.52K +122 New
RF
854
Rossby Financial
Florida
$7.63K -$29.3K -475 -80%
MSFP
855
Mark Sheptoff Financial Planning
Connecticut
$7.51K
SC
856
Swan Capital
Florida
$7.44K
HIA
857
Harbor Investment Advisory
Maryland
$7.32K
PSFG
858
Park Square Financial Group
Georgia
$7.19K
GBT
859
Grove Bank & Trust
Florida
$7.13K +$1.11K +18 +19%
SWP
860
Strategic Wealth Partners
Ohio
$7K +$6.78K +110 New
CT
861
Colonial Trust
South Carolina
$6.78K -$493 -8 -7%
LC
862
Lavaca Capital
Texas
$6.36K
W
863
WealthCollab
Washington
$6.36K
PWA
864
Physician Wealth Advisors
Utah
$6.36K +$6.16K +100 New
WTFG
865
Wood Tarver Financial Group
Idaho
$6K
AW
866
Avion Wealth
Texas
$6K +$247 +4 +4%
LSA
867
Leonteq Securities AG
Switzerland
$5.98K -$25.3K -410 -81%
FDW
868
Fourth Dimension Wealth
Ohio
$5.85K -$3.08K -50 -35%
SO
869
Sierra Ocean
California
$5.66K -$8.94K -145 -62%
HT
870
Headlands Technologies
Illinois
$5.41K +$5.24K +85 New
HNW
871
High Note Wealth
Minnesota
$5.28K -$1.6K -26 -24%
HHMI
872
Howard Hughes Medical Institute
Maryland
$5.03K +$4.87K +79 New
POIA
873
Pin Oak Investment Advisors
Texas
$5K
IWM
874
IMG Wealth Management
Florida
$4.83K +$4.68K +76 New
BIA
875
Bell Investment Advisors
California
$4.71K -$555 -9 -11%

ES Hedge Fund Activity: Q2 2025 in Review

933 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 74 closed out — a net gain of 57 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.

  • 933 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 74 closed out, a net change of +57 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.