We are live on ! Find out more
ESOA icon

Energy Services of America
ESOA

88 hedge funds and large institutions have $68.5M invested in Energy Services of America in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $61.7M → $68.5M (+$6.83M)

5% more funds holding

Funds holding: 84 → 88 (+4)

2.62% more ownership

Funds ownership: 37.12% → 39.74% (+2.6%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
26
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIM
Needham Investment Management
New York
+$2.27M
2
Millennium Management
Millennium Management
New York
+$1.83M
3
BlackRock
BlackRock
New York
+$1.02M
4
AAP
Ardsley Advisory Partners
Connecticut
+$757K
5
American Century Companies
American Century Companies
Missouri
+$718K

Top Sellers

Rank Fund Capital Flow
1
THC
Truffle Hound Capital
Maryland
-$992K
2
EFI
EHP Funds Inc
Canada
-$928K
3
TDC
Thompson Davis & Co
Virginia
-$504K
4
AA
Ancora Advisors
Ohio
-$364K
5
Ameriprise
Ameriprise
Minnesota
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$406K -$199K -19,747 -33%
UBS Group
27
UBS Group
Switzerland
$396K -$12.4K -1,226 -3%
First Trust Advisors
28
First Trust Advisors
Illinois
$394K +$18.9K +1,874 +5%
Charles Schwab
29
Charles Schwab
California
$393K – – –
PAM
30
Panagora Asset Management
Massachusetts
$365K +$75.5K +7,477 +27%
NA
31
Navellier & Associates
Nevada
$356K +$12.3K +1,223 +4%
Goldman Sachs
32
Goldman Sachs
New York
$315K -$21.6K -2,141 -7%
Squarepoint
33
Squarepoint
New York
$288K -$292K -28,940 -51%
MG
34
Marex Group
$260K +$253K +25,100 New
PA
35
PharVision Advisers
Florida
$245K -$34.9K -3,463 -13%
KAS
36
Kestra Advisory Services
Texas
$236K -$21.2K -2,098 -8%
Barclays
37
Barclays
United Kingdom
$233K -$9.91K -982 -4%
EFI
38
EHP Funds Inc
Canada
$207K -$928K -91,918 -82%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$204K +$199K +19,700 New
S
40
Steadtrust
Texas
$202K -$86.8K -8,600 -31%
EIM
41
Essex Investment Management
Massachusetts
$182K – – –
LWM
42
Lionshead Wealth Management
New York
$180K – – –
TDC
43
Thompson Davis & Co
Virginia
$177K -$504K -49,950 -74%
Bank of America
44
Bank of America
North Carolina
$177K +$114K +11,335 +197%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$173K -$4.63K -459 -3%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$167K -$5.63K -558 -3%
CWG
47
Crown Wealth Group
North Carolina
$166K – – –
Deutsche Bank
48
Deutsche Bank
Germany
$161K +$154K +15,301 +5,388%
N
49
Nuveen
North Carolina
$159K – – –
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$153K +$149K +14,770 New
1
2
3 4 5

ESOA Hedge Fund Activity: Q3 2025 in Review

88 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q3 2025, worth a combined $68.5M — up 11% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ESOA positions and 13 closed out — a net gain of 4 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $2.27M. The largest seller was Truffle Hound Capital, exiting entirely with an estimated $992K sold.

  • 88 institutional investors held Energy Services of America (ESOA) as of Q3 2025, up from 84 in Q2 2025.
  • Funds reported $68.5M of Energy Services of America stock for Q3 2025, up 11% quarter-over-quarter.
  • 17 funds opened new Energy Services of America positions in Q3 2025 and 13 closed out, a net change of +4 holders.
  • The largest Energy Services of America buyer in Q3 2025 was Needham Investment Management, an estimated $2.27M added.
  • The largest Energy Services of America seller in Q3 2025 was Truffle Hound Capital, an estimated $992K sold.

Based on aggregated 13F filings for Q3 2025.