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Energy Services of America
ESOA

74 hedge funds and large institutions have $52.1M invested in Energy Services of America in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

6% more funds holding

Funds holding: 70 → 74 (+4)

0.97% less ownership

Funds ownership: 33.87% → 32.89% (-0.97%)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

27% less capital invested

Capital invested by funds: $71M → $52.1M (-$18.9M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
21
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.44M
2
WC
Wexford Capital
Florida
+$2.4M
3
Millennium Management
Millennium Management
New York
+$1.37M
4
AA
Ancora Advisors
Ohio
+$933K
5
SSA
Sierra Summit Advisors
Nevada
+$690K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.48M
2
American Century Companies
American Century Companies
Missouri
-$1.45M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.03M
4
EI
EAM Investors
California
-$986K
5
Jane Street
Jane Street
New York
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$476K +$87.2K +8,000 +19%
OAC
27
OMERS Administration Corp
Ontario, Canada
$391K -$7.63K -700 -2%
UBS Group
28
UBS Group
Switzerland
$336K -$67.8K -6,217 -15%
First Trust Advisors
29
First Trust Advisors
Illinois
$329K -$2.31K -212 -0.6%
FCM
30
FourWorld Capital Management
New York
$314K +$362K +33,185 New
NA
31
Navellier & Associates
Nevada
$313K +$8.27K +759 +2%
BCM
32
Bridgeway Capital Management
Texas
$302K -$283K -25,932 -45%
EF
33
Empowered Funds
Pennsylvania
$302K -$283K -25,932 -45%
Squarepoint
34
Squarepoint
New York
$297K -$124K -11,406 -27%
Two Sigma Investments
35
Two Sigma Investments
New York
$287K +$111K +10,146 +50%
SSA
36
Schonfeld Strategic Advisors
New York
$273K -$160K -14,664 -34%
SOW
37
State of Wyoming
Wyoming
$263K +$149K +13,652 +97%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$254K -$778K -71,404 -73%
B
39
Bailard
California
$253K +$292K +26,800 New
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$244K -$466K -42,734 -62%
Jane Street
41
Jane Street
New York
$214K -$916K -84,021 -79%
MCM
42
Massar Capital Management
Connecticut
$214K +$247K +22,656 New
HF
43
HRT Financial
New York
$211K +$244K +22,350 New
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$179K +$206K +18,944 New
JFG
45
Jefferies Financial Group
New York
$179K – – –
EIM
46
Essex Investment Management
Massachusetts
$169K – – –
CFG
47
Citizens Financial Group
Rhode Island
$166K +$190K +17,470 New
LWM
48
Lionshead Wealth Management
New York
$165K -$189K -17,382 -50%
CWG
49
Crown Wealth Group
North Carolina
$151K – – –
RWM
50
Ritholtz Wealth Management
New York
$133K -$223K -20,428 -59%
1
2
3 4

ESOA Hedge Fund Activity: Q1 2025 in Review

74 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q1 2025, worth a combined $52.1M — down 27% from $71M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ESOA positions and 16 closed out — a net gain of 5 holders — while 21 added to existing stakes and 26 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $2.44M. The largest seller was Morgan Stanley, cutting an estimated $1.48M.

  • 74 institutional investors held Energy Services of America (ESOA) as of Q1 2025, up from 70 in Q4 2024.
  • Funds reported $52.1M of Energy Services of America stock for Q1 2025, down 27% quarter-over-quarter.
  • 21 funds opened new Energy Services of America positions in Q1 2025 and 16 closed out, a net change of +5 holders.
  • The largest Energy Services of America buyer in Q1 2025 was Balyasny Asset Management, an estimated $2.44M added.
  • The largest Energy Services of America seller in Q1 2025 was Morgan Stanley, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2025.