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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
William Blair Investment Management
851
William Blair Investment Management
Illinois
$247K -$1.4K -17 -0.6%
CI
852
Conning Inc
Connecticut
$247K
FC
853
Forte Capital
New York
$247K
TC
854
Trilogy Capital
California
$246K +$237K +2,876 New
SP
855
Successful Portfolios
Florida
$245K +$329 +4 +0.1%
CC
856
Copperleaf Capital
North Carolina
$242K +$233K +2,832 New
GJWM
857
Gilliland Jeter Wealth Management
Arkansas
$241K
KLCM
858
KG&L Capital Management
Louisiana
$239K +$230K +2,797 New
WA
859
Wealth Architects
California
$238K +$229K +2,783 New
MWS
860
MFA Wealth Services
California
$237K +$3.13K +38 +1%
KMWM
861
Keudell/Morrison Wealth Management
Oregon
$236K -$15.6K -189 -6%
I
862
InceptionR
California
$234K +$226K +2,742 New
LG
863
LaFleur & Godfrey
Michigan
$234K -$9.88K -120 -4%
DWT
864
Dorsey & Whitney Trust
South Dakota
$233K +$225K +2,730 New
SS
865
Sunbelt Securities
Texas
$233K +$1.15K +14 +0.5%
PWMAG
866
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$224K +2,724 New
PFPT
867
Pinnacle Financial Partners (Tennessee)
Tennessee
$232K -$54.8K -666 -20%
DA
868
Denali Advisors
California
$231K -$323K -3,922 -59%
SIA
869
Schechter Investment Advisors
Michigan
$231K -$17.9K -217 -7%
ARC
870
Advisor Resource Council
Texas
$230K +$228K +2,763 New
LA
871
Legacy Advisors
Pennsylvania
$229K +$220K +2,677 New
KCM
872
Kathmere Capital Management
Pennsylvania
$227K +$219K +2,658 New
CWMGO
873
Capstone Wealth Management Group (Oregon)
Oregon
$226K
OFO
874
OneAscent Family Office
Alabama
$225K -$11.4K -139 -5%
RFN
875
RDA Financial Network
Iowa
$223K -$11.2K -136 -5%

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.