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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
AB
201
Amalgamated Bank
New York
$64K
AAM
202
Advisors Asset Management
Colorado
$63.6K -$20.7K -1,984 -25%
BAM
203
Byrne Asset Management
New Jersey
$52.9K +$11.4K +1,094 +28%
Russell Investments Group
204
Russell Investments Group
United Kingdom
$51.3K -$22.4K -2,146 -31%
SCM
205
Sterling Capital Management
North Carolina
$50.8K +$18.5K +1,775 +59%
Nomura Asset Management
206
Nomura Asset Management
Japan
$50K
AF
207
Allworth Financial
California
$49K +$21.2K +2,031 +79%
AAS
208
Ameritas Advisory Services
Nebraska
$47.3K +$46.5K +4,454 New
Mitsubishi UFJ Trust & Banking
209
Mitsubishi UFJ Trust & Banking
Japan
$45.3K -$796K -76,270 -95%
Comerica Bank
210
Comerica Bank
Texas
$42.4K -$21.8K -2,089 -34%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$33.9K -$4.42K -424 -12%
IA
212
IFP Advisors
Florida
$33.1K -$31.5K -3,018 -59%
FFA
213
Farther Finance Advisors
California
$31.9K -$4.89K -469 -14%
US Bancorp
214
US Bancorp
Minnesota
$27.7K -$17.6K -1,691 -39%
OAM
215
OP Asset Management
$25.3K +$24.8K +2,378 New
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$24.9K +$292 +28 +1%
AAP
217
Arax Advisory Partners
Colorado
$22.5K +$4.01K +384 +22%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$20.6K -$4.71K -452 -19%
EWA
219
EverSource Wealth Advisors
Alabama
$20.1K +$3.67K +352 +23%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$19K -$5.03K -482 -21%
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$17K +$17K +1,626 New
HI
222
Harbour Investments
Wisconsin
$16.8K
TLCM
223
Twin Lakes Capital Management
California
$14.9K
CWP
224
Concord Wealth Partners
Virginia
$13.2K +$417 +40 +3%
S
225
SignatureFD
Georgia
$12.8K +$616 +59 +5%

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.