Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CONSOLIDATED EDISON INC (ED)

1K + Investors. Track Smart Money conviction in ED. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +56
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — ED

Based on 1265 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ED than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,265 hedge funds hold ED right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

636 buying523 selling
Last quarter: 636 funds bought or added vs 523 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new ED position: 197 → 136 → 114 → 170. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 17% medium 14% new
872 out of 1,265 hedge funds have held ED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~170 new funds/quarter

149 → 197 → 136 → 114 → 170 new funds/Q
New funds entering each quarter: 197 → 136 → 114 → 170. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 10% 1-2yr 19% new
Of 1,294 current holders: 925 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
43 of 1265 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in ED. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ED

How many hedge funds hold ED — quarterly history vs. share price
Quarterly hedge fund ownership of ED vs. share price

Market Analysis: ED

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ED

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

124 top-rated funds 1 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: ED
2026 Q1 Stats Unlock in 19 days 1K + Investors

Track Smart Money conviction in ED. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1294 1240 4.35%
13F Shares 254M 248M 2.67%
Total Value $24.66B $24.33B 1.38%
New Positions 171 114 +57
Increased Positions 498 539 -41
Closed Positions 118 122 -4
Reduced Positions 461 414 +47
Total Calls 16 18 -11.11%
Total Puts 18 18 -
PUT/CALL Ratio 1.12 1.0 Neutral

Statistics: ED

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ED. Verified SEC 13F-HR filings.

Top 25 institutional holders of ED — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 High Point Wealth Management, LLC 2.51% 23,003 $2.6M
2 Welch Group, LLC 2.25% 529,096 $59.9M
3 SECURED RETIREMENT ADVISORS, LLC 2.12% 33,161 $3.8M
4 Dougherty & Associates, LLC 2.07% 19,931 $2.3M
5 RD Lewis Holdings, Inc. 1.86% 18,691 $2.1M
6 Harrington Investments, INC 1.64% 27,588 $3.1M
7 Cherokee Insurance Co 1.61% 37,400 $4.2M
8 Coston, McIsaac & Partners 1.60% 62,804 $7.1M
9 American State Bank (Iowa) 1.01% 14,749 $1.1M
10 TI-TRUST, INC 0.98% 14,608 $1.7M
11 Clear Point Advisors Inc. 0.87% 9,964 $1.1M
12 Meadowbrook Wealth Management, LLC 0.73% 4,887 $553K
13 Asset Planning,Inc 0.71% 8,885 $1.0M
14 Vest Financial, LLC 0.68% 498,694 $56.4M
15 bLong Financial, LLC 0.67% 7,775 $880K
16 Kagan Cocozza Asset Management 0.66% 8,256 $934K
17 TECTONIC ADVISORS LLC 0.64% 107,216 $12.1M
18 BW Gestao de Investimentos Ltda. 0.61% 163,042 $18.5M
19 SWS Partners 0.57% 20,539 $2.3M
20 Marshall Financial Group, LLC 0.54% 29,650 $3.4M
21 VISION FINANCIAL MARKETS LLC 0.53% 4,756 $538K
22 Apex Wealth Management, LLC 0.50% 6,463 $732K
23 STEPHEN J. GARRY & ASSOCIATES, LLC 0.50% 5,452 $617K
24 David J Yvars Group 0.50% 7,841 $887K
25 Busey Bank 0.48% 155,213 $17.6M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CONSOLIDATED EDISON INC (ED)

What does the Smart Money Trend signal show for ED?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ED than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ED?

Slight buying edge — 55% buying: Last quarter: 636 funds bought or added vs 523 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ED holders?

Elite ownership — 57% AUM from top-100 funds: 43 of 1265 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in ED. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ED?

69% of holders stayed for 2+ years: 872 out of 1,265 hedge funds have held ED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.