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Hawaiian Electric Industries

294 hedge funds and large institutions have $1.38B invested in Hawaiian Electric Industries in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 103 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $27.4M

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

30% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 79

7% more funds holding

Funds holding: 276294 (+18)

1% more capital invested

Capital invested by funds: $1.37B → $1.38B (+$17M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.95% less ownership

Funds ownership: 74.51%72.55% (-2%)

Holders
294
Holders Change
+18
Holders Change %
+6.52%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
52
Increased
103
Reduced
79
Closed
32
Calls
$49.2M
Puts
$27.4M
Net Calls
+$21.7M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
176
Baker Avenue Asset Management
California
$192K +$198K +17,383 New
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$191K -$19K -1,668 -9%
Walleye Capital
178
Walleye Capital
New York
$189K +$195K +17,098 New
AC
179
AXQ Capital
New Jersey
$188K +$194K +17,038 New
SOW
180
State of Wyoming
Wyoming
$184K -$109K -9,588 -36%
Universal-Beteiligungs- und Servicegesellschaft
181
Universal-Beteiligungs- und Servicegesellschaft
Germany
$180K +$18.6K +1,632 +11%
X
182
Xponance
Pennsylvania
$178K +$29.9K +2,628 +20%
Truist Financial
183
Truist Financial
North Carolina
$176K
VWM
184
Venturi Wealth Management
Texas
$164K +$169K +14,843 New
AIP
185
Ameritas Investment Partners
Nebraska
$161K -$34.3K -3,011 -17%
SC
186
Savant Capital
Illinois
$160K +$1.89K +166 +1%
VCM
187
Versant Capital Management
Arizona
$153K +$88.9K +7,808 +128%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$149K +$30.6K +2,684 +25%
EGM
189
Engineers Gate Manager
New York
$143K -$1.67M -146,391 -92%
PFWA
190
Paces Ferry Wealth Advisors
Georgia
$139K -$5.7K -500 -4%
DS
191
DRW Securities
Illinois
$139K -$327K -28,670 -69%
II
192
IFM Investors
Australia
$139K
NFSG
193
Newbridge Financial Services Group
Florida
$136K
BC
194
Burney Company
Virginia
$136K -$718 -63 -0.5%
C
195
Certuity
Florida
$136K +$140K +12,283 New
Principal Financial Group
196
Principal Financial Group
Iowa
$134K +$3.69K +324 +3%
SCM
197
Sterling Capital Management
North Carolina
$133K +$83.2K +7,307 +153%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$130K +$28.6K +2,511 +28%
CFG
199
CKW Financial Group
Hawaii
$128K
MCM
200
Manchester Capital Management
Vermont
$125K +$6.39K +561 +5%

HE Hedge Fund Activity: Q3 2025 in Review

294 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2025, worth a combined $1.38B — up 1.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HE positions and 32 closed out — a net gain of 20 holders — while 103 added to existing stakes and 79 trimmed.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $22.5M. The largest seller was Zimmer Partners, exiting entirely with an estimated $40.7M sold.

  • 294 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2025, up from 276 in Q2 2025.
  • Funds reported $1.38B of Hawaiian Electric Industries stock for Q3 2025, up 1.2% quarter-over-quarter.
  • 52 funds opened new Hawaiian Electric Industries positions in Q3 2025 and 32 closed out, a net change of +20 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2025 was Horizon Kinetics Asset Management, an estimated $22.5M added.
  • The largest Hawaiian Electric Industries seller in Q3 2025 was Zimmer Partners, an estimated $40.7M sold.

Based on aggregated 13F filings for Q3 2025.