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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
SAM
801
Summit Asset Management
Tennessee
$299K
FCH
802
Freestone Capital Holdings
Washington
$299K +$22.7K +276 +9%
GIA
803
Gateway Investment Advisers
Ohio
$298K +$53.1K +645 +23%
NFC
804
Northstar Financial Companies
Pennsylvania
$295K
EWA
805
Exencial Wealth Advisors
Oklahoma
$294K +$1.32K +16 +0.5%
ECM
806
Evergreen Capital Management
Washington
$292K +$6.92K +84 +3%
GL
807
Graypoint LLC
New York
$291K -$28.7K -348 -9%
CW
808
Code Waechter
Florida
$291K +$280K +3,400 New
FFWA
809
FRG Family Wealth Advisors
Washington
$290K
Fisher Asset Management
810
Fisher Asset Management
Washington
$289K -$264K -3,209 -49%
CAM
811
Cidel Asset Management
Ontario, Canada
$288K -$34.3K -417 -11%
PA
812
Procyon Advisors
Connecticut
$287K -$72.7K -883 -21%
ACM
813
Advisors Capital Management
New Jersey
$286K +$39.9K +485 +17%
PPC
814
Park Place Capital
Alabama
$286K -$57.6K -700 -17%
AFW
815
Avantra Family Wealth
Pennsylvania
$285K -$40.1K -487 -13%
HPBT
816
Hickory Point Bank & Trust
Illinois
$284K +$8.23K +100 +3%
SFS
817
Sowell Financial Services
Arkansas
$282K +$272K +3,301 New
MC
818
Mathes Company
New York
$282K
JIC
819
Johnson Investment Counsel
Ohio
$279K +$7.66K +93 +3%
CWM
820
CarsonAllaria Wealth Management
Illinois
$278K -$8.32K -101 -3%
WWM
821
Western Wealth Management
Colorado
$277K +$4.37K +53 +2%
ATPW
822
Ashton Thomas Private Wealth
Arizona
$277K -$7.66K -93 -3%
Los Angeles Capital Management
823
Los Angeles Capital Management
California
$277K -$217K -2,640 -45%
RCAG
824
Rehmann Capital Advisory Group
Michigan
$276K +$266K +3,225 New
PCA
825
Prosperity Capital Advisors
Ohio
$275K +$265K +3,215 New

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.