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Eversource Energy
ES

989 hedge funds and large institutions have $22.6B invested in Eversource Energy in 2025 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 286 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 70

36% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 286

14% more capital invested

Capital invested by funds: $19.9B → $22.6B (+$2.78B)

6% more funds holding

Funds holding: 933 → 989 (+56)

1.12% less ownership

Funds ownership: 84.83% → 83.72% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

55% less call options, than puts

Call options by funds: $53.8M | Put options by funds: $119M

Holders
989
Holders Change
+56
Holders Change %
+6%
% of All Funds
12.98%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
137
Increased
390
Reduced
286
Closed
70
Calls
$53.8M
Puts
$119M
Net Calls
-$65.7M
Net Calls Change
-$109M

Top Buyers

1
BlackRock
BlackRock
New York
+$110M
2
Deutsche Bank
Deutsche Bank
Germany
+$95.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$95M
4
Citadel Advisors
Citadel Advisors
Florida
+$84.5M
5
LSV Asset Management
LSV Asset Management
Illinois
+$78.9M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$171M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
3
Millennium Management
Millennium Management
New York
-$95.4M
4
American Century Companies
American Century Companies
Missouri
-$76.2M
5
PAM
Panagora Asset Management
Massachusetts
-$72.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
851
HFM Investment Advisors
New Jersey
$26.7K – – –
RFP
852
Root Financial Partners
California
$25.5K +$23.5K +359 New
GWSG
853
GPS Wealth Strategies Group
Colorado
$25K +$4.92K +75 +27%
OAJ
854
Ogorek Anthony Joseph
New York
$25K – – –
VWA
855
VSM Wealth Advisory
Maryland
$22.9K -$66 -1 -0.3%
TFIPS
856
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.8K – – –
SC
857
Stance Capital
Massachusetts
$22.5K +$20.7K +316 New
HWM
858
Hemington Wealth Management
Virginia
$22K +$3.8K +58 +23%
RCM
859
Raleigh Capital Management
North Carolina
$21.7K +$197 +3 +1%
CAM
860
Chesapeake Asset Management
New York
$21.3K – – –
DAM
861
Delta Asset Management
Tennessee
$21.3K – – –
ZBNA
862
Zions Bancorporation, National Association
Utah
$21.1K +$2.03K +31 +12%
TC
863
Truvestments Capital
Florida
$21K +$19.3K +295 New
GG
864
Gleason Group
Kentucky
$20.9K +$197 +3 +1%
GWM
865
Geneos Wealth Management
Colorado
$20.7K -$108K -1,646 -85%
WIM
866
Westside Investment Management
California
$20.5K +$9.18K +140 +96%
GKIM
867
GW&K Investment Management
Massachusetts
$20K -$197 -3 -1%
FCAS
868
First Command Advisory Services
Texas
$18.6K – – –
CMA
869
Cedar Mountain Advisors
Oregon
$18.6K +$17.2K +262 New
FMB
870
Field & Main Bank
Kentucky
$18.6K +$17.2K +262 New
BGAI
871
Bruce G. Allen Investments
Colorado
$18.6K – – –
GSWM
872
Golden State Wealth Management
California
$18.1K +$66 +1 +0.4%
FMII
873
Farmers & Merchants Investments Inc
Nebraska
$17.8K -$39.3K -600 -71%
PWMG
874
Private Wealth Management Group
New Jersey
$17.8K – – –
RA
875
Rise Advisors
New York
$17.7K +$656 +10 +4%
33 34
35
36 37

ES Hedge Fund Activity: Q3 2025 in Review

989 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2025, worth a combined $22.6B — up 14% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ES positions and 70 closed out — a net gain of 67 holders — while 390 added to existing stakes and 286 trimmed.

The largest buyer was BlackRock, adding an estimated $110M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $171M sold.

  • 989 institutional investors held Eversource Energy (ES) as of Q3 2025, up from 933 in Q2 2025.
  • Funds reported $22.6B of Eversource Energy stock for Q3 2025, up 14% quarter-over-quarter.
  • 137 funds opened new Eversource Energy positions in Q3 2025 and 70 closed out, a net change of +67 holders.
  • The largest Eversource Energy buyer in Q3 2025 was BlackRock, an estimated $110M added.
  • The largest Eversource Energy seller in Q3 2025 was Lazard Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2025.