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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
LA
626
LVW Advisors
New York
$656K +$53.4K +648 +9%
BCWM
627
Bartlett & Co Wealth Management
Ohio
$654K +$366K +4,446 +139%
MSA
628
MUFG Securities Americas
New York
$649K +$104K +1,259 +20%
CWS
629
Cypress Wealth Services
California
$638K +$2.31K +28 +0.4%
CWA
630
Centennial Wealth Advisory
Michigan
$627K -$41.8K -508 -6%
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$627K +$231K +2,800 +62%
KP
632
Keel Point
Alabama
$625K +$21.7K +263 +4%
SWMP
633
Signature Wealth Management Partners
New Jersey
$624K -$17.8K -216 -3%
MYAM
634
Meiji Yasuda Asset Management
Japan
$618K -$15.6K -190 -3%
ACA
635
Atlas Capital Advisors
Wyoming
$613K -$123K -1,488 -17%
S
636
SignatureFD
Georgia
$613K +$46.7K +567 +9%
AWM
637
Apollon Wealth Management
South Carolina
$611K +$81.4K +988 +16%
CIA
638
Cohen Investment Advisors
New Hampshire
$609K -$18K -219 -3%
MW
639
Marcum Wealth
Ohio
$606K -$28.4K -345 -5%
AWA
640
Arkadios Wealth Advisors
Georgia
$603K +$105K +1,272 +22%
SMC
641
Smith, Moore & Co
Missouri
$603K
OIA
642
OneDigital Investment Advisors
Kansas
$602K +$33.1K +402 +6%
PA
643
Parallel Advisors
California
$599K +$31.6K +384 +6%
CIC
644
Carnegie Investment Counsel
Ohio
$595K -$499K -6,057 -45%
BCM
645
Bayesian Capital Management
New York
$590K +$568K +6,900 New
DT
646
Diversified Trust
Tennessee
$590K +$74K +898 +15%
WANY
647
Wealthspire Advisors (New York)
New York
$589K -$9.72K -118 -2%
SFA
648
Sequoia Financial Advisors
Ohio
$588K +$133K +1,611 +31%
AAP
649
Arax Advisory Partners
Colorado
$585K +$174K +2,112 +45%
OFS
650
OneAscent Financial Services
Alabama
$584K -$73.4K -891 -12%

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.