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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
SWM
676
Segment Wealth Management
Texas
$518K +$39.4K +478 +9%
HR
677
Howe & Rusling
New York
$518K
WG
678
Welch Group
Alabama
$514K
AIC
679
Archer Investment Corporation
Indiana
$513K -$296K -3,600 -38%
SGAM
680
Smith Group Asset Management
Texas
$513K
WCA
681
Westover Capital Advisors
Delaware
$513K +$198K +2,400 +67%
RWP
682
RWA Wealth Partners
Massachusetts
$510K -$5.43K -66 -1%
SWP
683
Sagespring Wealth Partners
Tennessee
$508K +$40.9K +497 +9%
SMA
684
Sage Mountain Advisors
Georgia
$507K +$5.02K +61 +1%
4WM
685
44 Wealth Management
Oregon
$506K -$456K -5,538 -48%
PPWP
686
Premier Path Wealth Partners
New Jersey
$501K +$1.32K +16 +0.3%
WCM
687
Whitener Capital Management
North Carolina
$500K
CCA
688
Checchi Capital Advisers
California
$499K +$21K +255 +5%
RFC
689
Regions Financial Corp
Alabama
$498K +$3.29K +40 +0.7%
SYBT
690
Stock Yards Bank & Trust
Kentucky
$494K
BMWM
691
Brown Miller Wealth Management
Virginia
$493K +$475K +5,765 New
LI
692
LifeWealth Investments
Florida
$491K +$74.6K +906 +19%
CC
693
Chicago Capital
Illinois
$489K
AFG
694
Atomi Financial Group
New York
$486K +$196K +2,375 +72%
FHC
695
First Heartland Consultants
Missouri
$484K +$247 +3 +0.1%
CB
696
Cadence Bank
Mississippi
$483K
SCA
697
Snowden Capital Advisors
New York
$481K -$70.8K -860 -13%
CI
698
Cherokee Insurance
Michigan
$479K
PA
699
Pinnacle Associates
New York
$478K +$149K +1,813 +48%
TNBTD
700
Trustmark National Bank Trust Department
Mississippi
$478K -$32.9K -400 -7%

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.