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Hawaiian Electric Industries

276 hedge funds and large institutions have $1.37B invested in Hawaiian Electric Industries in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 80 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $27M | Put options by funds: $18.8M

28% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 80

2.7% less ownership

Funds ownership: 77.2%74.51% (-2.7%)

4% less funds holding

Funds holding: 289276 (-13)

6% less capital invested

Capital invested by funds: $1.46B → $1.37B (-$91.9M)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
102
Reduced
80
Closed
47
Calls
$27M
Puts
$18.8M
Net Calls
+$8.14M
Net Calls Change
-$5.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$12.1K
RFS
227
Richardson Financial Services
Massachusetts
$11.2K
HSA
228
Hussman Strategic Advisors
Maryland
$10.6K -$2.19M -210,000 -100%
NEWAS
229
N.E.W. Advisory Services
Wisconsin
$10.6K
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$10.2K -$7K -671 -41%
BTC
231
Bank & Trust Company
Illinois
$10K
C
232
Covestor
United Kingdom
$9K -$21 -2 -0.3%
LFG
233
Larson Financial Group
Missouri
$8.52K +$8.36K +801 New
NMG
234
New Millennium Group
Utah
$7.61K
WIM
235
Westside Investment Management
California
$7.6K
T
236
Tidemark
California
$7.43K
NA
237
NewEdge Advisors
Louisiana
$6.81K +$6.69K +641 New
Optiver Holding
238
Optiver Holding
Netherlands
$5.91K -$5.45K -522 -48%
MCM
239
MAI Capital Management
Ohio
$5.52K
SR
240
Syntax Research
Florida
$5.4K
GWM
241
Geneos Wealth Management
Colorado
$5.32K -$5.22K -500 -50%
PWAM
242
Private Wealth Asset Management
Iowa
$5.32K
CSB
243
City State Bank
Iowa
$4.85K
SWP
244
Strategic Wealth Partners
Ohio
$4.79K +$4.71K +451 New
CIAM
245
Caitong International Asset Management
Hong Kong
$4.3K +$1.07K +103 +34%
AWM
246
Abound Wealth Management
Tennessee
$4.25K +$4.17K +400 New
SAM
247
Smartleaf Asset Management
Massachusetts
$3.79K -$501 -48 -12%
CA
248
Centerpoint Advisors
Massachusetts
$3K
MAFA
249
MJT & Associates Financial Advisory
Minnesota
$2.62K
TWD
250
True Wealth Design
Ohio
$2.44K +$1.07K +103 +81%

HE Hedge Fund Activity: Q2 2025 in Review

276 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2025, worth a combined $1.37B — down 6.3% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of HE and 37 opened new positions — a net loss of 10 holders — while 80 trimmed existing stakes and 102 added.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $37.8M. The largest seller was Zimmer Partners, cutting an estimated $99.7M.

  • 276 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2025, down from 289 in Q1 2025.
  • Funds reported $1.37B of Hawaiian Electric Industries stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 37 funds opened new Hawaiian Electric Industries positions in Q2 2025 and 47 closed out, a net change of -10 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2025 was Horizon Kinetics Asset Management, an estimated $37.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2025 was Zimmer Partners, an estimated $99.7M sold.

Based on aggregated 13F filings for Q2 2025.