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1,168 hedge funds and large institutions have $36.5B invested in Entergy in 2025 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 400 increasing their positions, 389 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 89

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

17% more capital invested

Capital invested by funds: $31.1B → $36.5B (+$5.38B)

8% more funds holding

Funds holding: 1,0821,168 (+86)

4.45% more ownership

Funds ownership: 94.7%99.15% (+4.4%)

3% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 389

18% less call options, than puts

Call options by funds: $147M | Put options by funds: $180M

Holders
1,168
Holders Change
+86
Holders Change %
+7.95%
% of All Funds
15.66%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.4%
New
194
Increased
400
Reduced
389
Closed
89
Calls
$147M
Puts
$180M
Net Calls
-$32.5M
Net Calls Change
-$83M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
401
Occudo Quantitative Strategies
Florida
$2.17M +$2.12M +25,705 New
PAG
402
Private Advisor Group
New Jersey
$2.16M +$560K +6,796 +37%
GIBU
403
Gulf International Bank (UK)
United Kingdom
$2.15M -$658K -7,988 -24%
RGC
404
Roberts, Glore & Co
Illinois
$2.14M -$57.6K -699 -3%
NIM
405
NXG Investment Management
Texas
$2.14M
RFM
406
Royal Fund Management
Florida
$2.13M +$2.05M +24,900 New
SCM
407
Sterling Capital Management
North Carolina
$2.09M -$162K -1,968 -7%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$2.05M -$936K -11,368 -32%
PS
409
Principal Securities
Iowa
$2.05M
SOAMC
410
Spirit of America Management Corp
New York
$1.98M +$247K +3,000 +15%
KPWS
411
Kestra Private Wealth Services
Texas
$1.98M -$12.1K -147 -0.6%
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$1.97M
RBC
413
Romano Brothers & Co
Illinois
$1.96M -$329K -4,000 -15%
Royal London Asset Management
414
Royal London Asset Management
United Kingdom
$1.95M +$1.88M +22,775 New
SAM
415
Securian Asset Management
Minnesota
$1.93M -$34.7K -421 -2%
TCOT
416
Trust Company of Toledo
Ohio
$1.91M -$12.5K -152 -0.7%
IIM
417
INTECH Investment Management
Florida
$1.89M -$546K -6,632 -23%
BFG
418
Bleakley Financial Group
New Jersey
$1.89M -$70.7K -859 -4%
BPC
419
Banque Pictet & Cie
Switzerland
$1.86M +$696K +8,450 +64%
Bessemer Group
420
Bessemer Group
New Jersey
$1.86M -$2.87M -34,806 -62%
William Blair & Company
421
William Blair & Company
Illinois
$1.85M +$32K +389 +2%
UBP
422
Union Bancaire Privee
Switzerland
$1.85M +$121K +1,470 +7%
CSA
423
Cottage Street Advisors
Massachusetts
$1.84M +$82 +1 +0%
Simplex Trading
424
Simplex Trading
Illinois
$1.84M +$1.38M +16,746 +347%
AI
425
Atom Investors
Texas
$1.84M +$1.48M +17,969 +508%

ETR Hedge Fund Activity: Q1 2025 in Review

1,168 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q1 2025, worth a combined $36.5B — up 17% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new ETR positions and 89 closed out — a net gain of 105 holders — while 400 added to existing stakes and 389 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $603M. The largest seller was Invesco, cutting an estimated $207M.

  • 1,168 institutional investors held Entergy (ETR) as of Q1 2025, up from 1,082 in Q4 2024.
  • Funds reported $36.5B of Entergy stock for Q1 2025, up 17% quarter-over-quarter.
  • 194 funds opened new Entergy positions in Q1 2025 and 89 closed out, a net change of +105 holders.
  • The largest Entergy buyer in Q1 2025 was JP Morgan Chase, an estimated $603M added.
  • The largest Entergy seller in Q1 2025 was Invesco, an estimated $207M sold.

Based on aggregated 13F filings for Q1 2025.