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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
PA
1101
PSI Advisors
Florida
$6.33K
RTL
1102
Red Tortoise LLC
Georgia
$6.33K
IRC
1103
Investors Research Corp
Georgia
$6.16K +$5.93K +72 New
MSWM
1104
Mowery & Schoenfeld Wealth Management
Illinois
$5.94K -$741 -9 -12%
AP
1105
Aspect Partners
Virginia
$5.81K
BONH
1106
Bank of New Hampshire
New Hampshire
$5.64K
PS
1107
Pinney & Scofield
Massachusetts
$5.64K
PWMG
1108
Private Wealth Management Group
New Jersey
$5.47K
MEG
1109
Millstone Evans Group
Colorado
$5.47K
CWM
1110
Copia Wealth Management
Oregon
$5.13K
AW
1111
Avion Wealth
Texas
$5K
CAL
1112
Capital Analysts LLC
Pennsylvania
$5K +$4.45K +54 New
WCM
1113
Westend Capital Management
California
$4.96K
AWM
1114
Activest Wealth Management
Florida
$4.87K +$4.37K +53 +1,325%
WPA
1115
Wealth Preservation Advisors
Tennessee
$4.7K +$4.53K +55 New
PMIM
1116
Prudent Man Investment Management
Colorado
$4.55K
W
1117
WealthCollab
Washington
$4.45K
HFS
1118
Hughes Financial Services
Virginia
$4.28K +$4.12K +50 New
BCMLT
1119
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.14K
HWM
1120
HighMark Wealth Management
Minnesota
$3.94K
RAM
1121
Riggs Asset Management
Pennsylvania
$3.93K
HHGA
1122
Halbert Hargrove Global Advisors
California
$3.85K +$3.71K +45 New
CTWM
1123
Cherry Tree Wealth Management
Minnesota
$3.76K
T
1124
Transce3nd
Texas
$3.66K -$4.78K -58 -57%
SO
1125
Sierra Ocean
California
$3.59K

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.