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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
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$56.6K +$9.12K +603 +19%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$53.9K +$7.12K +471 +15%
SIC
253
SJS Investment Consulting
Ohio
$50.2K -$1.98K -131 -4%
EWA
254
EverSource Wealth Advisors
Alabama
$49.8K +$10.2K +674 +25%
BNP Paribas Asset Management
255
BNP Paribas Asset Management
France
$43.3K +$10.7K +707 +32%
SAM
256
Smartleaf Asset Management
Massachusetts
$35.8K -$2.21K -146 -6%
HI
257
Harbour Investments
Wisconsin
$32.4K +$9.07K +600 +38%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$27.5K -$9.86K -652 -26%
AA
259
Ancora Advisors
Ohio
$21.9K +$2.57K +170 +13%
TLCM
260
Twin Lakes Capital Management
California
$20.8K
S
261
SignatureFD
Georgia
$20K +$3.21K +212 +19%
KAS
262
Kemnay Advisory Services
New York
$19.9K +$20.3K +1,342 New
SPIA
263
Steward Partners Investment Advisory
New York
$19.7K +$11K +730 +122%
PTC
264
Private Trust Company
Ohio
$18.2K +$1.36K +90 +8%
CA
265
Clearstead Advisors
Ohio
$17.8K +$18.1K +1,200 New
US Bancorp
266
US Bancorp
Minnesota
$17.2K +$907 +60 +5%
TWD
267
True Wealth Design
Ohio
$17.1K +$212 +14 +1%
MCM
268
MAI Capital Management
Ohio
$16.1K +$8.54K +565 +109%
RFS
269
Richardson Financial Services
Massachusetts
$15.6K
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$15.2K -$197 -13 -1%
HSA
271
Hussman Strategic Advisors
Maryland
$14.8K
NEWAS
272
N.E.W. Advisory Services
Wisconsin
$14.8K +$15.1K +1,000 New
SL
273
Salomon & Ludwin
Virginia
$14.7K +$272 +18 +2%
MWM
274
Mosley Wealth Management
California
$14.1K +$19.3K +1,275 New
WSFS
275
Wilmington Savings Fund Society
Delaware
$13.3K +$9.01K +596 +199%

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.