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Energy Services of America

88 hedge funds and large institutions have $55.2M invested in Energy Services of America in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% more ownership

Funds ownership: 39.74%40.35% (+0.61%)

0% more funds holding

Funds holding: 8888 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

19% less capital invested

Capital invested by funds: $68.5M → $55.2M (-$13.3M)

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$433K -$103K -10,719 -17%
AAP
27
Ardsley Advisory Partners
Connecticut
$409K -$240K -25,000 -33%
SG Americas Securities
28
SG Americas Securities
New York
$405K +$57.7K +6,004 +14%
TDC
29
Thompson Davis & Co
Virginia
$392K +$297K +30,850 +180%
KOC
30
Koss-Olinger Consulting
Florida
$356K -$51.6K -5,363 -11%
First Trust Advisors
31
First Trust Advisors
Illinois
$318K +$8.84K +920 +2%
Charles Schwab
32
Charles Schwab
California
$310K
PA
33
PharVision Advisers
Florida
$308K +$135K +14,056 +59%
UBS Group
34
UBS Group
Switzerland
$293K -$24K -2,500 -7%
PAM
35
Panagora Asset Management
Massachusetts
$289K +$240 +25 +0.1%
EIM
36
Essex Investment Management
Massachusetts
$213K +$81.3K +8,462 +48%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$212K +$252K +26,238 New
Barclays
38
Barclays
United Kingdom
$196K +$14.4K +1,499 +7%
JP Morgan Chase
39
JP Morgan Chase
New York
$193K +$180K +18,701 +379%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$167K +$58.5K +6,086 +41%
XT
41
XTX Topco
Cayman Islands
$159K +$188K +19,521 New
Wellington Management Group
42
Wellington Management Group
Massachusetts
$157K +$44.5K +4,627 +32%
KAS
43
Kestra Advisory Services
Texas
$142K -$51.5K -5,358 -24%
LWM
44
Lionshead Wealth Management
New York
$142K
WWM
45
Westwood Wealth Management
California
$142K +$167K +17,382 New
JF
46
Jump Financial
Illinois
$140K +$165K +17,185 New
Wells Fargo
47
Wells Fargo
California
$138K +$40.1K +4,167 +33%
Man Group
48
Man Group
United Kingdom
$137K +$21.9K +2,278 +16%
TC
49
T3 Companies
New York
$133K +$157K +16,300 New
CWG
50
Crown Wealth Group
North Carolina
$131K

ESOA Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q4 2025, worth a combined $55.2M — down 19% from $68.5M a quarter earlier.

Fund positioning in ESOA was balanced in Q4 2025: 12 funds opened new positions, 12 closed out, 30 added to existing stakes and 32 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $2.26M. The largest seller was Millennium Management, cutting an estimated $3.15M.

  • 88 institutional investors held Energy Services of America (ESOA) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $55.2M of Energy Services of America stock for Q4 2025, down 19% quarter-over-quarter.
  • 12 funds opened new Energy Services of America positions in Q4 2025 and 12 closed out, a net change of 0 holders.
  • The largest Energy Services of America buyer in Q4 2025 was Needham Investment Management, an estimated $2.26M added.
  • The largest Energy Services of America seller in Q4 2025 was Millennium Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2025.