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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
S
951
Sachetta
Massachusetts
$92.7K -$165 -2 -0.2%
Kayne Anderson Rudnick Investment Management
952
Kayne Anderson Rudnick Investment Management
California
$91.9K +$83.6K +1,015 +1,692%
OWP
953
ORG Wealth Partners
Texas
$91.7K +$88.2K +1,071 New
RF
954
Robbins Farley
New Hampshire
$89.8K
CSPIA
955
Cary Street Partners Investment Advisory
Virginia
$89.8K +$13.6K +165 +19%
BFP
956
Briaud Financial Planning
Texas
$89K
RF
957
Rossby Financial
Florida
$87.5K +$85.1K +1,034 New
SS
958
SBI Securities
Japan
$87.2K +$60K +729 +251%
DAM
959
Delta Asset Management
Tennessee
$86K
TFA
960
Toth Financial Advisory
Virginia
$85.7K +$329 +4 +0.4%
CB
961
Centennial Bank
Arkansas
$85.5K
HSA
962
Hussman Strategic Advisors
Maryland
$85.5K
PBK
963
Peoples Bank (Kansas)
Kansas
$85.5K
VCM
964
Versant Capital Management
Arizona
$84.5K +$26.4K +321 +48%
QC
965
Quent Capital
New York
$84K +$6.75K +82 +9%
TCM
966
TruNorth Capital Management
Michigan
$83K +$30.6K +371 +62%
NEWAS
967
N.E.W. Advisory Services
Wisconsin
$81.6K +$78.6K +954 New
OP
968
ORG Partners
Indiana
$80.9K +$8.07K +98 +12%
SC
969
SouthState Corp
Florida
$80.4K +$67.9K +825 +711%
BTD
970
BankPlus Trust Department
Mississippi
$77.6K +$23.7K +288 +46%
RMC
971
Resources Management Corp
Connecticut
$77K
TC
972
Trust Company
Kansas
$74.4K
Loomis, Sayles & Company
973
Loomis, Sayles & Company
Massachusetts
$74K -$38.5K -467 -35%
NFSG
974
Newbridge Financial Services Group
Florida
$74K +$6.59K +80 +10%
ECM
975
Estabrook Capital Management
New York
$71K

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.