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Hawaiian Electric Industries

321 hedge funds and large institutions have $1.71B invested in Hawaiian Electric Industries in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

49% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 81

24% more capital invested

Capital invested by funds: $1.38B → $1.71B (+$331M)

9% more funds holding

Funds holding: 294321 (+27)

8.19% more ownership

Funds ownership: 72.55%80.74% (+8.2%)

35% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $67.6M

Holders
321
Holders Change
+27
Holders Change %
+9.18%
% of All Funds
3.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
121
Reduced
81
Closed
35
Calls
$43.8M
Puts
$67.6M
Net Calls
-$23.8M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
176
Russell Investments Group
United Kingdom
$231K -$5.77K -498 -3%
GI
177
GAMMA Investing
California
$227K -$27.7K -2,387 -11%
AAP
178
Arax Advisory Partners
Colorado
$225K -$338K -29,174 -49%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$223K
KWA
180
Kingswood Wealth Advisors
California
$220K -$1.03M -88,819 -83%
BFM
181
Boothbay Fund Management
New York
$219K -$106K -9,138 -34%
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$213K +$498 +43 +0.2%
JWCA
183
J.W. Cole Advisors
Florida
$212K -$19K -1,638 -9%
VCM
184
Versant Capital Management
Arizona
$211K +$37.7K +3,256 +23%
X
185
Xponance
Pennsylvania
$209K +$10.6K +918 +6%
Truist Financial
186
Truist Financial
North Carolina
$208K +$11.6K +1,004 +6%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$205K +$193K +16,683 New
VCM
188
Voleon Capital Management
California
$202K +$190K +16,392 New
Universal-Beteiligungs- und Servicegesellschaft
189
Universal-Beteiligungs- und Servicegesellschaft
Germany
$200K
VWM
190
Venturi Wealth Management
Texas
$193K +$10.1K +871 +6%
CAG
191
Crestwood Advisors Group
Massachusetts
$193K +$182K +15,676 New
BC
192
Burney Company
Virginia
$192K +$38.4K +3,312 +27%
SRL
193
Scientech Research LLC
New Jersey
$183K +$173K +14,886 New
AIP
194
Ameritas Investment Partners
Nebraska
$179K
EWA
195
EP Wealth Advisors
California
$175K +$165K +14,194 New
OL
196
Optas LLC
Texas
$170K +$32.8K +2,829 +26%
TRSOTSOK
197
Teachers Retirement System of the State of Kentucky
Kentucky
$169K +$160K +13,800 New
C
198
Certuity
Florida
$165K +$12.9K +1,111 +9%
Man Group
199
Man Group
United Kingdom
$160K +$150K +12,969 New
BAM
200
Byrne Asset Management
New Jersey
$157K +$85.6K +7,389 +137%

HE Hedge Fund Activity: Q4 2025 in Review

321 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2025, worth a combined $1.71B — up 24% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HE positions and 35 closed out — a net gain of 32 holders — while 121 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $147M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $64.7M.

  • 321 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2025, up from 294 in Q3 2025.
  • Funds reported $1.71B of Hawaiian Electric Industries stock for Q4 2025, up 24% quarter-over-quarter.
  • 67 funds opened new Hawaiian Electric Industries positions in Q4 2025 and 35 closed out, a net change of +32 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2025 was BlackRock, an estimated $147M added.
  • The largest Hawaiian Electric Industries seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q4 2025.