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National Grid

460 hedge funds and large institutions have $2.97B invested in National Grid in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 211 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+17
Holders Change %
+3.84%
% of All Funds
6.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
211
Reduced
122
Closed
34
Calls
$58.9M
Puts
$17.2M
Net Calls
+$41.6M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
301
GeoWealth Management
Illinois
$220K +$66.6K +1,045 +43%
KWA
302
Kingswood Wealth Advisors
California
$218K -$99.2K -1,555 -31%
PP
303
PDS Planning
Ohio
$217K +$217K +3,398 New
PSP
304
Principal Street Partners
Tennessee
$216K +$216K +3,395 New
NS
305
NBC Securities
Alabama
$215K +$215K +3,378 +112,600%
CCA
306
Checchi Capital Advisers
California
$214K +$214K +3,352 New
LAS
307
Lloyd Advisory Services
Georgia
$214K +$214K +3,351 New
BTI
308
Blue Trust Inc
Georgia
$213K +$44.9K +705 +27%
GL
309
Graypoint LLC
New York
$213K +$213K +3,343 New
KPWS
310
Kestra Private Wealth Services
Texas
$213K +$213K +3,338 New
AF
311
Arrow Financial
New York
$212K +$212K +3,327 New
HNWAG
312
High Net Worth Advisory Group
Florida
$211K +$211K +3,303 New
CAM
313
Cozad Asset Management
Illinois
$209K +$209K +3,273 New
MW
314
Marcum Wealth
Ohio
$209K +$209K +3,272 New
FW
315
FullCircle Wealth
Texas
$206K -$33.8K -477 -14%
VFA
316
Voya Financial Advisors
Connecticut
$201K +$201K +3,149 New
BIG
317
Brooklyn Investment Group
New York
$199K +$195K +3,062 +4,860%
AF
318
Allworth Financial
California
$185K -$3.72K -53 -2%
VIA
319
Virtus Investment Advisers
Connecticut
$168K +$168K +2,637 New
FFA
320
Farther Finance Advisors
California
$167K +$63K +986 +60%
PTC
321
Private Trust Company
Ohio
$160K +$43K +675 +37%
BONH
322
Bank of New Hampshire
New Hampshire
$144K +$18K +283 +14%
TFA
323
Transamerica Financial Advisors
Florida
$137K +$13.8K +216 +11%
IWA
324
Icon Wealth Advisors
Texas
$136K +$136K +2,141 New
CWP
325
Concord Wealth Partners
Virginia
$136K +$1.21K +19 +0.9%