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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
PWA
876
Principia Wealth Advisory
Texas
$394
WW
877
Winnow Wealth
Texas
$336
ACA
878
American Capital Advisory
Idaho
$249 +$239 +4 New
BCWM
879
Bartlett & Co Wealth Management
Ohio
$186 -$74.2K -1,243 -100%
VWA
880
Valued Wealth Advisors
Utah
$126
CIAM
881
Caitong International Asset Management
Hong Kong
$124 -$6.56K -110 -98%
T
882
Transce3nd
Texas
$124 -$2.33K -39 -95%
SWA
883
SOA Wealth Advisors
New York
$72
CIA
884
ClearBridge Investments (Australia)
Australia
-$84.4M -1,469,123 Closed
RAM
885
RWC Asset Management
United Kingdom
-$23.6M -410,872 Closed
BTCPP
886
Border to Coast Pensions Partnership
United Kingdom
-$15.5M -270,834 Closed
ClearBridge Investments
887
ClearBridge Investments
New York
-$14.1M -246,328 Closed
TC
888
Teilinger Capital
Texas
-$8.61M -150,000 Closed
CM
889
Crestline Management
Texas
-$5.7M -99,303 Closed
Two Sigma Advisers
890
Two Sigma Advisers
New York
-$5.48M -95,500 Closed
VCM
891
Vennlight Capital Management
Connecticut
-$5.06M -88,171 Closed
TC
892
TwinBeech Capital
New York
-$4.34M -75,644 Closed
BPAMU
893
BTG Pactual Asset Management US
New York
-$3.27M -56,909 Closed
IG
894
ING Group
Netherlands
-$2.69M -46,797 Closed
OMC
895
Old Mission Capital
Illinois
-$1.94M -33,746 Closed
SC
896
Stance Capital
Massachusetts
-$1.87M -32,519 Closed
HF
897
HRT Financial
New York
-$1.79M -31,130 Closed
I
898
InceptionR
California
-$1.63M -28,377 Closed
EP
899
Essential Planning
New Hampshire
-$1.53M -24,570 Closed
VF
900
Virtu Financial
New York
-$1.26M -21,887 Closed

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.