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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
EPIM
1001
Evelyn Partners Investment Management
$42.7K
T
1002
Tidemark
California
$42.7K
ADL
1003
Asset Dedication LLC
California
$41.7K +$2.14K +26 +6%
RA
1004
Ransom Advisory
Rhode Island
$41K
IHWM
1005
Iron Horse Wealth Management
Iowa
$40.8K +$329 +4 +0.8%
PK
1006
Pflug Koory
Nebraska
$40.8K -$15.2K -185 -28%
CT
1007
Coastline Trust
Rhode Island
$39.5K
FMP
1008
Financial Management Professionals
Texas
$39.3K +$1.07K +13 +3%
CTC
1009
Cetera Trust Company
Minnesota
$38.1K
TVWM
1010
Tower View Wealth Management
Wisconsin
$35.3K
BFPW
1011
BOK Financial Private Wealth
Colorado
$34.2K
IA
1012
IFS Advisors
Kansas
$34.2K
MSFP
1013
Mark Sheptoff Financial Planning
Connecticut
$34.2K
VWA
1014
VSM Wealth Advisory
Maryland
$34.2K
WSC
1015
Wellington Shields & Co
New York
$34.2K +$32.9K +400 New
MCM
1016
MV Capital Management
Maryland
$34.1K
UIA
1017
Ulland Investment Advisors
Minnesota
$34K
AA
1018
Addison Advisors
Vermont
$33.6K -$3.95K -48 -11%
NMG
1019
New Millennium Group
Utah
$33.2K -$1.4K -17 -4%
HWM
1020
Hemington Wealth Management
Virginia
$33K -$6.34K -77 -16%
C
1021
Covestor
United Kingdom
$32K +$4.61K +56 +17%
WF
1022
Wayfinding Financial
Washington
$32K +$31.6K +384 New
LWMI
1023
Legacy Wealth Management (Idaho)
Idaho
$32K
RTC
1024
Riverview Trust Company
Washington
$31.1K
GEA
1025
Glen Eagle Advisors
New Jersey
$30.8K

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.