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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 %
UCFA
201
United Capital Financial Advisors
Texas
$483K +$68.8K +1,080 +17%
SCA
202
Snowden Capital Advisors
New York
$482K +$66.6K +1,044 +16%
IWM
203
IHT Wealth Management
Illinois
$480K +$17.5K +275 +4%
VWM
204
Venturi Wealth Management
Texas
$477K -$17.5K -275 -4%
AFG
205
Atomi Financial Group
New York
$469K +$120K +1,886 +34%
SRL
206
Scientech Research LLC
New Jersey
$467K +$467K +7,331 New
HSA
207
HBK Sorce Advisory
Pennsylvania
$466K +$16.5K +259 +4%
GT
208
Glenmede Trust
Pennsylvania
$464K -$72.2K -1,132 -13%
SIA
209
SkyView Investment Advisors
New Jersey
$456K +$456K +7,150 New
TD Asset Management
210
TD Asset Management
Ontario, Canada
$451K +$18K +282 +4%
JWM
211
Jeppson Wealth Management
California
$446K -$218K -3,427 -33%
BHPW
212
Beverly Hills Private Wealth
California
$435K -$12.4K -194 -3%
JWCA
213
J.W. Cole Advisors
Florida
$431K +$431K +6,762 New
GSWA
214
Good Steward Wealth Advisors
Tennessee
$425K +$425K +6,662 New
QI
215
Qtron Investments
Massachusetts
$418K
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$417K -$32.7K -536 -7%
VCM
217
Versant Capital Management
Arizona
$411K +$399K +6,253 +3,142%
IWC
218
Integrated Wealth Concepts
Massachusetts
$411K -$41.2K -646 -9%
AWA
219
Aaron Wealth Advisors
Illinois
$404K +$20.8K +327 +5%
SPIA
220
Steward Partners Investment Advisory
New York
$401K +$80.4K +1,261 +25%
BP
221
Ballentine Partners
Massachusetts
$399K -$31K -487 -7%
GIM
222
Groesbeck Investment Management
New Jersey
$389K
JIC
223
Joel Isaacson & Co
New York
$386K
GCM
224
Gallacher Capital Management
Colorado
$384K +$67.1K +1,052 +21%
SIC
225
Samalin Investment Counsel
New York
$368K -$1.47K -23 -0.4%