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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
LIM
726
Lathrop Investment Management
Arkansas
$427K
TH
727
TCTC Holdings
Texas
$421K
MWP
728
Meriwether Wealth & Planning
Louisiana
$419K +$39.9K +485 +11%
CP
729
Camelot Portfolios
Ohio
$419K +$101K +1,227 +33%
KFS
730
Kaizen Financial Strategies
California
$416K -$2.72K -33 -0.7%
NG
731
Norden Group
Utah
$409K -$1.4M -16,997 -78%
ACM
732
Aster Capital Management
United Arab Emirates
$405K +$382K +4,638 New
TNA
733
True North Advisors
Texas
$405K +$390K +4,732 New
IA
734
IFG Advisory
Georgia
$403K +$1.15K +14 +0.3%
CW
735
CreativeOne Wealth
Kansas
$401K +$15K +182 +4%
MCA
736
Millennium Capital Advisors
Arkansas
$400K -$165K -2,000 -30%
Koshinski Asset Management
737
Koshinski Asset Management
Illinois
$399K +$32K +388 +9%
FCP
738
Fidelis Capital Partners
Florida
$398K -$5.11K -62 -1%
PTC
739
Private Trust Company
Ohio
$394K -$10.5K -127 -3%
AIP
740
Ameritas Investment Partners
Nebraska
$393K +$34.6K +420 +10%
OAS
741
Optivise Advisory Services
Tennessee
$393K +$3.95K +48 +1%
PWM
742
Perigon Wealth Management
California
$392K +$1.32K +16 +0.3%
CIAS
743
CFS Investment Advisory Services
New Jersey
$389K +$82 +1 +0%
DJSG
744
D.J. St. Germain
Massachusetts
$388K -$32.9K -400 -8%
SFM
745
Signet Financial Management
New Jersey
$385K -$25.4K -309 -6%
OWM
746
OneAscent Wealth Management
Alabama
$380K -$9.72K -118 -3%
VA
747
VestGen Advisors
Illinois
$379K +$365K +4,428 New
ALAM
748
Asahi Life Asset Management
Japan
$378K +$364K +4,420 New
SOW
749
State of Wyoming
Wyoming
$377K +$363K +4,409 New
AS
750
Altshuler Shaham
Israel
$377K +$248K +3,013 +216%

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.