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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
KFI
901
Key Financial Inc
Pennsylvania
$1.53K
DWM
902
Dogwood Wealth Management
Kansas
$1.49K +$1.42K +23 New
FMP
903
Financial Management Professionals
Texas
$1.4K -$493 -8 -27%
WWM
904
Wolff Wiese Magana
California
$1.27K
GC
905
GFG Capital
Florida
$1.27K +$1.23K +20 New
CWP
906
Clark Wealth Partners
Illinois
$1.21K -$493 -8 -30%
AWM
907
Activest Wealth Management
Florida
$1.02K -$1.66K -27 -63%
BHWM
908
Bay Harbor Wealth Management
Maryland
$1.02K +$493 +8 +100%
PCM
909
Penserra Capital Management
California
$1K
SFCL
910
Strengthening Families & Communities LLC
Massachusetts
$894 +$247 +4 +40%
Walleye Capital
911
Walleye Capital
New York
$891 -$223K -3,613 -100%
TFM
912
TFC Financial Management
Massachusetts
$891 +$123 +2 +17%
DF
913
Dunhill Financial
United Kingdom
$840 -$4.68K -76 -85%
BFS
914
Bare Financial Services
Pennsylvania
$827 +$801 +13 New
TIM
915
Total Investment Management
Arizona
$827 +$801 +13 New
RWM
916
Rialto Wealth Management
New York
$764 -$247 -4 -25%
YP
917
YANKCOM Partnership
South Dakota
$764 +$740 +12 New
PWA
918
Principia Wealth Advisory
Texas
$763 +$308 +5 +71%
NL
919
NVWM LLC
Pennsylvania
$636 -$247 -4 -29%
PWM
920
Parkworth Wealth Management
California
$636 +$185 +3 +43%
SC
921
Stephens Consulting
Michigan
$573 +$555 +9 New
KIM
922
Kestra Investment Management
Texas
$559
LFA
923
LGT Financial Advisors
Texas
$509 +$493 +8 New
WA
924
WPG Advisers
Maryland
$382 -$3.76K -61 -91%
SA
925
Scarborough Advisors
Maryland
$318 +$308 +5 New

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.