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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
KFI
1126
Key Financial Inc
Pennsylvania
$3.42K
NRG
1127
Nemes Rush Group
Michigan
$3.42K
SHIM
1128
Stone House Investment Management
Pennsylvania
$3.42K +$3.29K +40 New
NC
1129
NewSquare Capital
Pennsylvania
$3.25K
MAM
1130
Morse Asset Management
Connecticut
$3.08K +$2.96K +36 New
PCM
1131
Penserra Capital Management
California
$3K -$89.5K -1,087 -97%
FMTCOCP
1132
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K +$3.29K +40 New
DPW
1133
DiNuzzo Private Wealth
Pennsylvania
$2.99K +$247 +3 +9%
CIAM
1134
Caitong International Asset Management
Hong Kong
$2.91K -$16.1K -196 -85%
LSA
1135
Leonteq Securities AG
Switzerland
$2.91K
CWP
1136
Clark Wealth Partners
Illinois
$2.82K +$741 +9 +38%
BC
1137
Barrett & Company
Rhode Island
$2.74K
TWD
1138
True Wealth Design
Ohio
$2.74K +$1.48K +18 +129%
PWAM
1139
Private Wealth Asset Management
Iowa
$2.74K +$2.63K +32 New
ABWM
1140
Alpine Bank Wealth Management
Colorado
$2.56K +$2.47K +30 New
TFM
1141
TFC Financial Management
Massachusetts
$2.39K
TCA
1142
Trifecta Capital Advisors
Illinois
$2.39K
SIC
1143
SJS Investment Consulting
Ohio
$2.22K +$165 +2 +8%
DWM
1144
Dogwood Wealth Management
Kansas
$2.05K +$1.98K +24 New
PMAM
1145
Picton Mahoney Asset Management
Ontario, Canada
$2K
HWP
1146
Highline Wealth Partners
California
$1.88K +$823 +10 +83%
WCM
1147
WealthTrak Capital Management
Virginia
$1.71K +$412 +5 +33%
VWA
1148
Valued Wealth Advisors
Utah
$1.54K
PWA
1149
Principia Wealth Advisory
Texas
$1.53K +$906 +11 +138%
RWM
1150
Rialto Wealth Management
New York
$1.45K +$1.4K +17 New

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.