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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$7.64K +$10 +1 +0.1%
Citigroup
77
Citigroup
New York
$5.25K -$37.2K -3,689 -88%
AB
78
Amalgamated Bank
New York
$4K – – –
SS
79
SBI Securities
Japan
$2.39K -$1.2K -119 -34%
PWA
80
Physician Wealth Advisors
Utah
$1.18K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$1K +$565 +56 New
HWA
82
Heartwood Wealth Advisors
Virginia
$776 +$757 +75 New
EWA
83
EverSource Wealth Advisors
Alabama
$507 +$495 +49 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$466 +$222 +22 +96%
GI
85
GAMMA Investing
California
$414 – – –
AAP
86
Arax Advisory Partners
Colorado
$351 +$343 +34 New
SCM
87
Sterling Capital Management
North Carolina
$300 +$293 +29 New
EP
88
Essential Partners
California
$41 +$40 +4 New
THC
89
Truffle Hound Capital
Maryland
– -$992K -99,824 Closed
Ameriprise
90
Ameriprise
Minnesota
– -$351K -35,311 Closed
B
91
Bailard
California
– -$266K -26,800 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$245K -24,647 Closed
MCM
93
Massar Capital Management
Connecticut
– -$219K -21,986 Closed
Verition Fund Management
94
Verition Fund Management
Connecticut
– -$172K -17,270 Closed
XT
95
XTX Topco
Cayman Islands
– -$161K -16,167 Closed
MML Investors Services
96
MML Investors Services
Massachusetts
– -$135K -13,565 Closed
SOW
97
State of Wyoming
Wyoming
– -$114K -11,480 Closed
BFM
98
Boothbay Fund Management
New York
– -$110K -11,050 Closed
Raymond James Financial
99
Raymond James Financial
Florida
– -$44.3K -4,454 Closed
QT
100
Quantbot Technologies
New York
– -$17.8K -1,788 Closed
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.