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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.69B +$222M +2,695,348 +5%
BlackRock
2
BlackRock
New York
$3.47B -$155M -1,882,879 -4%
State Street
3
State Street
Massachusetts
$1.88B -$66.3M -804,837 -4%
Bank of America
4
Bank of America
North Carolina
$1.55B +$46.1M +559,327 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.26B +$603M +7,318,751 +99%
Ameriprise
6
Ameriprise
Minnesota
$1.13B +$23.8M +289,468 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$916M -$156M -1,898,023 -15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$915M +$41.2M +500,451 +5%
Morgan Stanley
9
Morgan Stanley
New York
$859M +$313M +3,799,517 +61%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$832M -$108M -1,306,581 -12%
Capital International Investors
11
Capital International Investors
California
$673M +$8.56M +103,950 +1%
Franklin Resources
12
Franklin Resources
California
$668M -$187M -2,266,218 -22%
Invesco
13
Invesco
Georgia
$513M -$207M -2,511,780 -30%
Capital Research Global Investors
14
Capital Research Global Investors
California
$478M -$64.5M -783,008 -12%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$471M -$666K -8,086 -0.1%
Citadel Advisors
16
Citadel Advisors
Florida
$439M +$166M +2,013,468 +65%
CIA
17
ClearBridge Investments (Australia)
Australia
$395M -$66.1M -802,540 -15%
Northern Trust
18
Northern Trust
Illinois
$370M +$11.8M +143,187 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$369M -$29.4M -357,299 -8%
Norges Bank
20
Norges Bank
Norway
$341M +$46.6M +565,521 +16%
Legal & General Group
21
Legal & General Group
United Kingdom
$323M +$13.8M +167,171 +5%
UBS Group
22
UBS Group
Switzerland
$297M +$60.6M +735,882 +27%
UBS AM
23
UBS AM
Illinois
$284M +$37.4M +454,059 +16%
Boston Partners
24
Boston Partners
Massachusetts
$276M +$1.16M +14,068 +0.4%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$261M +$228M +2,768,734 +965%

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.