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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
RWPA
1076
Richard W. Paul & Associates
Michigan
$11K -$2.72K -33 -20%
SWA
1077
SOA Wealth Advisors
New York
$10.9K +$900K +10,931 New
GSWM
1078
Golden State Wealth Management
California
$10.8K -$1.15K -14 -10%
CWC
1079
Carolinas Wealth Consulting
North Carolina
$10.8K +$1.48K +18 +17%
FWM
1080
FSA Wealth Management
Massachusetts
$10.6K
BIA
1081
Bell Investment Advisors
California
$10.5K +$576 +7 +6%
SC
1082
Stephens Consulting
Michigan
$10.4K -$659 -8 -6%
CAL
1083
Capital Advisors Ltd
Ohio
$10K
RFA
1084
Reyes Financial Architecture
California
$9.92K +$9.55K +116 New
JFA
1085
JNBA Financial Advisors
Minnesota
$9.75K
CIAS
1086
CBIZ Investment Advisory Services
Ohio
$9.75K +$9.39K +114 New
WA
1087
WPG Advisers
Maryland
$9.57K -$412 -5 -4%
ETS
1088
ESL Trust Services
New York
$9.4K
RDFA
1089
Ritter Daniher Financial Advisory
Ohio
$9.4K
Q1WB
1090
Quest 10 Wealth Builders
Virginia
$9.15K -$412 -5 -4%
MSWA
1091
Marshall & Sterling Wealth Advisors
New York
$9.06K +$8.73K +106 New
CT
1092
Clearstead Trust
Maine
$8.81K +$8.48K +103 New
DF
1093
Dunhill Financial
United Kingdom
$8.48K -$659 -8 -7%
CPG
1094
Cornerstone Planning Group
New Jersey
$8.34K +$82 +1 +1%
AWM
1095
Abound Wealth Management
Tennessee
$8.23K
GIA
1096
GHP Investment Advisors
Colorado
$8.21K
LCM
1097
Logan Capital Management
Pennsylvania
$7.81K
GP
1098
Greenline Partners
New York
$7.52K +$7.25K +88 New
BWL
1099
Bogart Wealth LLC
Virginia
$7.18K +$3.29K +40 +91%
VNA
1100
Valley National Advisers
Pennsylvania
$7K +$576 +7 +8%

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.