ProFrac Holding
ACDC
139 hedge funds and large institutions have $184M invested in ProFrac Holding in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 21 closing their positions.
96% more call options, than puts
Call options by funds: $1.73M | Put options by funds: $882K
76% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 34
74% more capital invested
Capital invested by funds: $105M → $184M (+$78.1M)
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
10% more funds holding
Funds holding: 126 → 139 (+13)
1.39% more ownership
Funds ownership: 14.98% → 16.37% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SIR Capital Management
New York
|
+$5.92M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.91M |
| 3 |
Millennium Management
New York
|
+$2.79M |
| 4 |
JP Morgan Chase
New York
|
+$2.63M |
| 5 |
HF
HRT Financial
New York
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPI
Crestview Partners III
New York
|
-$10.1M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.22M |
| 3 |
WCCM
Webs Creek Capital Management
Dallas,
Texas
|
-$1.96M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.45M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.02M |
ACDC Hedge Fund Activity: Q1 2026 in Review
139 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in ProFrac Holding (ACDC) for Q1 2026, worth a combined $184M — up 74% from $105M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ACDC positions and 21 closed out — a net gain of 15 holders — while 60 added to existing stakes and 34 trimmed.
The largest buyer was SIR Capital Management, opening a new position worth an estimated $5.92M. The largest seller was Crestview Partners III, cutting an estimated $10.1M.
- 139 institutional investors held ProFrac Holding (ACDC) as of Q1 2026, up from 126 in Q4 2025.
- Funds reported $184M of ProFrac Holding stock for Q1 2026, up 74% quarter-over-quarter.
- 36 funds opened new ProFrac Holding positions in Q1 2026 and 21 closed out, a net change of +15 holders.
- The largest ProFrac Holding buyer in Q1 2026 was SIR Capital Management, an estimated $5.92M added.
- The largest ProFrac Holding seller in Q1 2026 was Crestview Partners III, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2026.