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Energy Services of America

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: 7074 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$124K +$144K +13,168 New
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$115K +$131K +12,044 New
JG
53
Jain Global
New York
$111K +$128K +11,776 New
Barclays
54
Barclays
United Kingdom
$107K -$77.7K -7,131 -39%
BCA
55
Bay Colony Advisors
Massachusetts
$105K -$163 -15 -0.1%
MML Investors Services
56
MML Investors Services
Massachusetts
$104K +$120K +10,982 New
HIM
57
Hillsdale Investment Management
Ontario, Canada
$102K -$18.5K -1,700 -14%
Wells Fargo
58
Wells Fargo
California
$102K +$21.1K +1,932 +22%
PA
59
PharVision Advisers
Florida
$101K +$117K +10,695 New
CHC
60
City Holding Co
West Virginia
$98.4K -$27.2K -2,500 -19%
TRCT
61
Tower Research Capital (TRC)
New York
$94K +$12K +1,098 +12%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$42K -$10.5K -965 -18%
QL
63
Quarry LP
New York
$35.8K +$41.3K +3,785 New
Osaic Holdings
64
Osaic Holdings
Arizona
$16.1K +$12K +1,100 +182%
NA
65
NewEdge Advisors
Louisiana
$10.7K -$4.18K -384 -25%
Citigroup
66
Citigroup
New York
$9.54K -$432K -39,634 -98%
LFG
67
Larson Financial Group
Missouri
$7.01K +$8.09K +742 New
SS
68
SBI Securities
Japan
$3.13K +$1.43K +131 +66%
A
69
AlphaQuest
New York
$3.07K +$3.54K +325 New
Bank of America
70
Bank of America
North Carolina
$907 +$65 +6 +7%
RWM
71
Rialto Wealth Management
New York
$501 +$578 +53 New
BIG
72
Brooklyn Investment Group
New York
$435 +$501 +46 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$285 -$76 -7 -19%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$132 +$153 +14 New
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
-$1.03M -81,820 Closed

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.