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Chord Energy

455 hedge funds and large institutions have $5.2B invested in Chord Energy in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 151 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

37% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $24.1M

4% more funds holding

Funds holding: 439455 (+16)

1.5% more ownership

Funds ownership: 89.86%91.36% (+1.5%)

3% more capital invested

Capital invested by funds: $5.03B → $5.2B (+$167M)

7% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 162

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
455
Holders Change
+16
Holders Change %
+3.64%
% of All Funds
5.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
64
Increased
151
Reduced
162
Closed
43
Calls
$33.1M
Puts
$24.1M
Net Calls
+$8.92M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
376
Bogart Wealth LLC
Virginia
$19.9K +$21K +200 New
Barrow, Hanley, Mewhinney & Strauss
377
Barrow, Hanley, Mewhinney & Strauss
Texas
$19.3K
RA
378
Rise Advisors
New York
$17K +$210 +2 +1%
TWD
379
True Wealth Design
Ohio
$16.7K +$13.4K +127 +310%
HNB
380
Hilltop National Bank
Wyoming
$16.1K
Bessemer Group
381
Bessemer Group
New Jersey
$16K -$2.42K -23 -13%
HNB
382
Huntington National Bank
Ohio
$16K +$3.37K +32 +25%
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$15.9K +$16.8K +160 New
TPCW
384
TD Private Client Wealth
New York
$12.5K -$81.5K -775 -86%
TFA
385
Transamerica Financial Advisors
Florida
$12K +$12.7K +121 New
PFBT
386
Parkside Financial Bank & Trust
Missouri
$11.7K -$736 -7 -6%
CA
387
Crewe Advisors
Utah
$11.7K +$12.4K +118 New
FMP
388
Financial Management Professionals
Texas
$10.9K -$3.58K -34 -24%
WANY
389
Wealthspire Advisors (New York)
New York
$9.64K +$10.2K +97 New
PWA
390
Physician Wealth Advisors
Utah
$9.64K +$2.21K +21 +28%
DF
391
Dunhill Financial
United Kingdom
$9.54K
MCM
392
MAI Capital Management
Ohio
$8.84K -$5.89K -56 -39%
SC
393
Swan Capital
Florida
$8.73K -$1.47K -14 -14%
GWM
394
Geneos Wealth Management
Colorado
$8.21K -$14.6K -139 -63%
WIM
395
Westside Investment Management
California
$8.03K +$8.41K +80 New
PTC
396
Private Trust Company
Ohio
$7.99K +$315 +3 +4%
BIA
397
Bell Investment Advisors
California
$7.35K -$2.84K -27 -27%
PAS
398
Point72 Asia (Singapore)
Singapore
$7.35K -$880K -8,365 -99%
CT
399
Clearstead Trust
Maine
$7.25K +$7.47K +71 +3,550%
TCM
400
TruNorth Capital Management
Michigan
$7.25K