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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
HNB
1
Huntington National Bank
Ohio
$6.41M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.94M +$210K +19,258 +4%
SFO
3
Stokes Family Office
Louisiana
$4.37M – – –
THC
4
Truffle Hound Capital
Maryland
$3.1M -$787K -72,217 -18%
Morgan Stanley
5
Morgan Stanley
New York
$2.65M -$1.48M -135,937 -33%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.51M +$559K +51,330 +24%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$2.33M +$2.44M +223,444 +984%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.1M +$417K +38,247 +21%
WC
9
Wexford Capital
Florida
$2.08M +$2.4M +220,293 New
RA
10
Raffles Associates
New York
$1.68M +$523K +48,000 +37%
Millennium Management
11
Millennium Management
New York
$1.65M +$1.37M +126,058 +259%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.2M +$55.2K +5,065 +4%
American Century Companies
13
American Century Companies
Missouri
$1.17M -$1.45M -132,976 -52%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$998K +$12.9K +1,183 +1%
NIM
15
Needham Investment Management
New York
$945K +$272K +25,000 +33%
Renaissance Technologies
16
Renaissance Technologies
New York
$911K -$342K -31,400 -25%
AA
17
Ancora Advisors
Ohio
$809K +$933K +85,640 New
BlackRock
18
BlackRock
New York
$675K +$38.8K +3,563 +5%
Ameriprise
19
Ameriprise
Minnesota
$619K -$356K -32,689 -33%
VCA
20
Verdence Capital Advisors
Maryland
$615K – – –
SSA
21
Sierra Summit Advisors
Nevada
$598K +$690K +63,271 New
Northern Trust
22
Northern Trust
Illinois
$558K +$1.06K +97 +0.2%
KOC
23
Koss-Olinger Consulting
Florida
$503K +$580K +53,220 New
Marshall Wace
24
Marshall Wace
United Kingdom
$483K -$20.8K -1,912 -4%
Goldman Sachs
25
Goldman Sachs
New York
$478K +$75.4K +6,917 +16%
1
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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.