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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
GT
176
Glenview Trust
Kentucky
$134K
II
177
IFM Investors
Australia
$132K
BC
178
Burney Company
Virginia
$132K +$129K +12,380 New
NFSG
179
Newbridge Financial Services Group
Florida
$131K +$3.65K +350 +3%
SAM
180
Shell Asset Management
Netherlands
$129K -$13.5K -1,292 -10%
CFG
181
CKW Financial Group
Hawaii
$129K
KCP
182
Kera Capital Partners
California
$128K +$125K +12,004 New
I
183
InceptionR
California
$127K -$9.75K -935 -7%
Principal Financial Group
184
Principal Financial Group
Iowa
$126K +$3.35K +321 +3%
TSS
185
Two Sigma Securities
New York
$124K +$121K +11,643 New
VI
186
Versor Investments
New York
$118K +$116K +11,100 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$115K -$3.04K -291 -3%
MCM
188
Manchester Capital Management
Vermont
$115K
PW
189
Potentia Wealth
California
$114K -$64K -6,134 -36%
QWM
190
Quadcap Wealth Management
Texas
$106K
Jones Financial Companies
191
Jones Financial Companies
Missouri
$97K +$12.6K +1,205 +15%
AAG
192
Armstrong Advisory Group
Massachusetts
$96.8K
SS
193
SBI Securities
Japan
$87.5K -$13K -1,249 -13%
GRP
194
Global Retirement Partners
California
$85.2K +$83.6K +8,013 New
PA
195
Parallel Advisors
California
$84.3K -$5.2K -498 -6%
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.9K -$4.56K -437 -5%
KBC Group
197
KBC Group
Belgium
$75K -$32.1K -3,080 -30%
Canada Life
198
Canada Life
Manitoba, Canada
$74K
SO
199
STRS Ohio
Ohio
$72.3K -$611K -58,600 -90%
VCM
200
Versant Capital Management
Arizona
$64.8K +$14.8K +1,420 +30%

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.