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Hawaiian Electric Industries
HE

Overview Fund Activity

287 hedge funds and large institutions have $1.46B invested in Hawaiian Electric Industries in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
55
Increased
108
Reduced
76
Closed
51
Calls
$30M
Puts
$16.8M
Net Calls
+$13.2M
Net Calls Change
+$4.89M

Top Buyers

1
HKAM
Horizon Kinetics Asset Management
New York
+$113M
2
UBS Group
UBS Group
Switzerland
+$31.3M
3
MRI
Mad River Investors
Massachusetts
+$12M
4
CAM
Congress Asset Management
Massachusetts
+$8.36M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.94M

Top Sellers

1
GCM
Ghisallo Capital Management
Massachusetts
-$20.2M
2
ZP
Zimmer Partners
New York
-$19.9M
3
Millennium Management
Millennium Management
New York
-$17M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$12.5M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
151
Evercore Wealth Management
New York
$274K – – –
IFO
152
Intrepid Family Office
Florida
$274K +$274K +25,000 New
OF
153
Optimize Financial
California
$261K +$261K +23,813 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$246K -$177K -16,178 -42%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$245K -$465K -42,218 -65%
Corient Private Wealth
156
Corient Private Wealth
Florida
$242K +$242K +22,132 New
YIH
157
Y-Intercept (HK)
Hong Kong
$237K +$237K +21,658 New
AWS
158
Atria Wealth Solutions
New York
$235K +$235K +21,502 New
FGP
159
Freestone Grove Partners
California
$235K +$235K +21,479 New
VA
160
Vident Advisory
Georgia
$233K +$233K +21,311 New
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$230K +$26.4K +2,409 +13%
Victory Capital Management
162
Victory Capital Management
Texas
$227K -$5.76K -526 -2%
CM
163
Caption Management
Oklahoma
$212K +$212K +19,400 New
Truist Financial
164
Truist Financial
North Carolina
$202K +$7.78K +710 +4%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$198K – – –
JWCA
166
J.W. Cole Advisors
Florida
$193K +$193K +17,631 New
AIP
167
Ameritas Investment Partners
Nebraska
$193K +$13.6K +1,244 +8%
GC
168
Guggenheim Capital
Illinois
$192K -$135K -12,328 -41%
PFWA
169
Paces Ferry Wealth Advisors
Georgia
$187K -$23.4K -2,137 -11%
PW
170
Potentia Wealth
California
$185K -$111K -10,153 -38%
CC
171
Corton Capital
Ontario, Canada
$176K -$45.8K -4,180 -21%
ECM
172
Evergreen Capital Management
Washington
$176K +$176K +16,074 New
AIM
173
Aigen Investment Management
New York
$165K -$63.9K -5,836 -28%
SEI Investments
174
SEI Investments
Pennsylvania
$165K +$165K +15,032 New
AWM
175
Apollon Wealth Management
South Carolina
$163K +$53.3K +4,871 +48%
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