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1,145 hedge funds and large institutions have $35.1B invested in Entergy in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 451 increasing their positions, 395 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 395

4% less capital invested

Capital invested by funds: $36.5B → $35.1B (-$1.43B)

9% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 114

1.17% less ownership

Funds ownership: 99.15%97.98% (-1.2%)

2% less funds holding

Funds holding: 1,1681,145 (-23)

28% less call options, than puts

Call options by funds: $134M | Put options by funds: $186M

33% less funds holding in top 10

Funds holding in top 10: 3020 (-10)

Holders
1,145
Holders Change
-23
Holders Change %
-1.97%
% of All Funds
15.08%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
104
Increased
451
Reduced
395
Closed
114
Calls
$134M
Puts
$186M
Net Calls
-$51.4M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAWAG
1051
Mid-American Wealth Advisory Group
Missouri
$13K +$12.9K +156 New
CAIM
1052
Catherine Avery Investment Management
Florida
$12.8K
EWM
1053
Evermay Wealth Management
Virginia
$12.6K
SHF
1054
Safe Harbor Fiduciary
Florida
$12.5K
NECFA
1055
New England Capital Financial Advisors
Connecticut
$12.3K +$12.2K +148 New
SHM
1056
Sagard Holdings Management
Ontario, Canada
$12K +$11.9K +144 New
CIAS
1057
CBIZ Investment Advisory Services
Ohio
$11.8K +$2.31K +28 +25%
SC
1058
Solstein Capital
California
$11.6K +$11.6K +140 New
HFS
1059
Hantz Financial Services
Michigan
$11K +$9.91K +120 +1,333%
MAS
1060
MPWM Advisory Solutions
Georgia
$11K
FWM
1061
FSA Wealth Management
Massachusetts
$10.3K
BIA
1062
Bell Investment Advisors
California
$9.81K -$413 -5 -4%
CPG
1063
Cornerstone Planning Group
New Jersey
$9.67K +$661 +8 +8%
RFA
1064
Reyes Financial Architecture
California
$9.64K
JFA
1065
JNBA Financial Advisors
Minnesota
$9.48K
AIM
1066
Access Investment Management
Georgia
$9.48K +$9.41K +114 New
RDFA
1067
Ritter Daniher Financial Advisory
Ohio
$9.14K
ETS
1068
ESL Trust Services
New York
$9.14K
CAL
1069
Capital Advisors Ltd
Ohio
$9K
GSWM
1070
Golden State Wealth Management
California
$8.98K -$1.49K -18 -14%
MSWA
1071
Marshall & Sterling Wealth Advisors
New York
$8.81K
SWA
1072
SOA Wealth Advisors
New York
$8.48K -$202K -2,448 -22%
DF
1073
Dunhill Financial
United Kingdom
$8.34K +$83 +1 +1%
Q1WB
1074
Quest 10 Wealth Builders
Virginia
$8.23K -$661 -8 -7%
SC
1075
Stephens Consulting
Michigan
$8.15K -$1.98K -24 -20%

ETR Hedge Fund Activity: Q2 2025 in Review

1,145 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q2 2025, worth a combined $35.1B — down 3.9% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of ETR and 104 opened new positions — a net loss of 10 holders — while 395 trimmed existing stakes and 451 added.

The largest buyer was Boston Partners, adding an estimated $306M. The largest seller was Bank of America, cutting an estimated $225M.

  • 1,145 institutional investors held Entergy (ETR) as of Q2 2025, down from 1,168 in Q1 2025.
  • Funds reported $35.1B of Entergy stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 104 funds opened new Entergy positions in Q2 2025 and 114 closed out, a net change of -10 holders.
  • The largest Entergy buyer in Q2 2025 was Boston Partners, an estimated $306M added.
  • The largest Entergy seller in Q2 2025 was Bank of America, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2025.