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Hawaiian Electric Industries

339 hedge funds and large institutions have $2.05B invested in Hawaiian Electric Industries in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 84 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 84

20% more capital invested

Capital invested by funds: $1.71B → $2.05B (+$338M)

6% more funds holding

Funds holding: 321339 (+18)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.6% less ownership

Funds ownership: 80.74%80.14% (-0.6%)

56% less call options, than puts

Call options by funds: $59.4M | Put options by funds: $134M

Holders
339
Holders Change
+18
Holders Change %
+5.61%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
132
Reduced
84
Closed
40
Calls
$59.4M
Puts
$134M
Net Calls
-$75M
Net Calls Change
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$382M -$36.3M -2,398,104 -9%
HKAM
2
Horizon Kinetics Asset Management
New York
$321M +$33.9M +2,242,931 +12%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$152M +$155M +10,260,660 New
VCM
4
Vanguard Capital Management
Pennsylvania
$111M +$113M +7,454,352 New
State Street
5
State Street
Massachusetts
$101M -$2.86M -189,007 -3%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$92.2M -$7.36M -486,815 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$60.7M -$574K -37,953 -0.9%
QCM
8
Quantinno Capital Management
New York
$52.1M +$4.09M +270,546 +8%
Charles Schwab
9
Charles Schwab
California
$49.6M -$46.6K -3,079 -0.1%
Bank of America
10
Bank of America
North Carolina
$40.6M +$21.8M +1,442,031 +112%
Morgan Stanley
11
Morgan Stanley
New York
$39.4M -$14.3M -945,807 -26%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$38M +$5.32M +351,602 +16%
Invesco
13
Invesco
Georgia
$30M +$20.2M +1,337,264 +196%
1WCM
14
12 West Capital Management
New York
$26.7M -$756K -50,000 -3%
Northern Trust
15
Northern Trust
Illinois
$24.1M +$1.15M +76,337 +5%
Goldman Sachs
16
Goldman Sachs
New York
$22.5M -$1.2M -79,247 -5%
MRI
17
Mad River Investors
Massachusetts
$19.5M +$498K +32,900 +3%
Principal Financial Group
18
Principal Financial Group
Iowa
$19.1M +$7.07M +467,312 +57%
N
19
Nuveen
North Carolina
$17M +$75.8K +5,010 +0.4%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$16.5M +$16.8M +1,112,339 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$16.4M +$6.62M +437,835 +66%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$16.1M -$609K -40,293 -4%
UBS Group
23
UBS Group
Switzerland
$14.9M -$30.7M -2,029,790 -67%
JP Morgan Chase
24
JP Morgan Chase
New York
$14.8M -$23.8K -1,576 -0.2%
CAM
25
Congress Asset Management
Massachusetts
$14.7M +$3.21M +212,256 +27%

HE Hedge Fund Activity: Q1 2026 in Review

339 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2026, worth a combined $2.05B — up 20% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HE positions and 40 closed out — a net gain of 27 holders — while 132 added to existing stakes and 84 trimmed.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $33.9M. The largest seller was BlackRock, cutting an estimated $36.3M.

  • 339 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2026, up from 321 in Q4 2025.
  • Funds reported $2.05B of Hawaiian Electric Industries stock for Q1 2026, up 20% quarter-over-quarter.
  • 67 funds opened new Hawaiian Electric Industries positions in Q1 2026 and 40 closed out, a net change of +27 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2026 was Horizon Kinetics Asset Management, an estimated $33.9M added.
  • The largest Hawaiian Electric Industries seller in Q1 2026 was BlackRock, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2026.