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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$191M +$2.34M +223,934 +1%
HKAM
2
Horizon Kinetics Asset Management
New York
$173M +$37.8M +3,624,709 +29%
BlackRock
3
BlackRock
New York
$166M +$3M +287,653 +2%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$131M +$16.1M +1,545,113 +14%
UBS Group
5
UBS Group
Switzerland
$57.6M -$1.14M -109,745 -2%
State Street
6
State Street
Massachusetts
$46.4M +$1.31M +125,490 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$43.5M +$508K +48,686 +1%
ZP
8
Zimmer Partners
New York
$40.7M -$99.7M -9,560,778 -71%
Charles Schwab
9
Charles Schwab
California
$37M -$2.14M -204,908 -6%
Franklin Resources
10
Franklin Resources
California
$29.2M +$360K +34,535 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$19.8M +$3.66M +350,661 +23%
Morgan Stanley
12
Morgan Stanley
New York
$18.2M -$891K -85,438 -5%
Northern Trust
13
Northern Trust
Illinois
$16.3M +$204K +19,581 +1%
Bank of America
14
Bank of America
North Carolina
$15.8M +$3.08M +294,959 +25%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$15.4M -$6.87M -658,561 -31%
Two Sigma Investments
16
Two Sigma Investments
New York
$15.1M -$8.19M -785,214 -36%
QCM
17
Quantinno Capital Management
New York
$14.1M +$4.96M +475,443 +56%
EGA
18
Eagle Global Advisors
Texas
$13.2M -$81.7K -7,828 -0.6%
MRI
19
Mad River Investors
Massachusetts
$13M +$104K +10,000 +0.8%
N
20
Nuveen
North Carolina
$13M +$7.17M +687,579 +128%
Millennium Management
21
Millennium Management
New York
$12.3M +$12.1M +1,160,105 New
Goldman Sachs
22
Goldman Sachs
New York
$11.7M -$2M -191,977 -15%
Allianz Asset Management
23
Allianz Asset Management
Germany
$10.3M -$1.73M -165,451 -15%
Deutsche Bank
24
Deutsche Bank
Germany
$8.88M +$62.6K +5,996 +0.7%
EP
25
Edgestream Partners
New Jersey
$8.61M +$4.43M +424,885 +110%

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.