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National Grid

585 hedge funds and large institutions have $5.14B invested in National Grid in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 230 increasing their positions, 180 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $78.9M | Put options by funds: $31.1M

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 180

13% more capital invested

Capital invested by funds: $4.56B → $5.14B (+$586M)

8% more funds holding

Funds holding: 541585 (+44)

0.18% more ownership

Funds ownership: 5.94%6.13% (+0.18%)

Holders
585
Holders Change
+44
Holders Change %
+8.13%
% of All Funds
7.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
92
Increased
230
Reduced
180
Closed
38
Calls
$78.9M
Puts
$31.1M
Net Calls
+$47.9M
Net Calls Change
+$7.22M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
276
Jeppson Wealth Management
California
$562K
IWM
277
IHT Wealth Management
Illinois
$559K -$14.9K -173 -3%
LFAS
278
Level Four Advisory Services
Texas
$557K +$41.1K +477 +8%
SAI
279
Savvy Advisors Inc
New York
$554K +$30.9K +359 +6%
DTL
280
Dynamic Technology Lab
Singapore
$544K +$554K +6,427 New
Marshall Wace
281
Marshall Wace
United Kingdom
$533K +$543K +6,300 New
PWM
282
Perigon Wealth Management
California
$531K +$23.9K +277 +5%
VWM
283
Venturi Wealth Management
Texas
$528K +$57.3K +665 +12%
TFA
284
Transamerica Financial Advisors
Florida
$527K +$209K +2,430 +64%
GCM
285
Gallacher Capital Management
Colorado
$526K -$83.3K -967 -13%
LF
286
Lantz Financial
Illinois
$524K -$154K -1,785 -22%
MC
287
Moors & Cabot
Massachusetts
$516K -$9.56K -111 -2%
DWT
288
Dorsey & Whitney Trust
South Dakota
$515K +$46.5K +540 +10%
KWA
289
Kingswood Wealth Advisors
California
$503K +$27.5K +319 +6%
GQG Partners
290
GQG Partners
Florida
$500K
BHPW
291
Beverly Hills Private Wealth
California
$495K -$22.5K -261 -4%
SIC
292
Samalin Investment Counsel
New York
$491K -$1.81K -21 -0.4%
AF
293
Allworth Financial
California
$490K +$85.8K +996 +21%
JIC
294
Joel Isaacson & Co
New York
$485K
ASN
295
Advisory Services Network
Georgia
$484K -$7.5K -87 -1%
CWM
296
Cordatus Wealth Management
Pennsylvania
$482K +$491K +5,700 New
GT
297
Greenleaf Trust
Michigan
$468K -$13.7K -159 -3%
HCP
298
Hexagon Capital Partners
Arkansas
$461K +$469K +5,446 New
ORC
299
O'Rourke & Company
Massachusetts
$460K +$861 +10 +0.2%
PWPS
300
Pinnacle Wealth Planning Services
Ohio
$453K -$96.7K -1,122 -17%