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ConocoPhillips

2,395 hedge funds and large institutions have $110B invested in ConocoPhillips in 2025 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 953 increasing their positions, 939 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $1.75B | Put options by funds: $1.43B

1.68% more ownership

Funds ownership: 80.72%82.4% (+1.7%)

4% more capital invested

Capital invested by funds: $106B → $110B (+$4.3B)

1% more repeat investments, than reductions

Existing positions increased: 953 | Existing positions reduced: 939

9% less first-time investments, than exits

New positions opened: 157 | Existing positions closed: 173

2% less funds holding

Funds holding: 2,4542,395 (-59)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

Holders
2,395
Holders Change
-59
Holders Change %
-2.4%
% of All Funds
32.11%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.5%
New
157
Increased
953
Reduced
939
Closed
173
Calls
$1.75B
Puts
$1.43B
Net Calls
+$313M
Net Calls Change
+$82.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
2001
Parisi Gray Wealth Management
New Jersey
$223K +$8.48K +85 +4%
MCM
2002
MV Capital Management
Maryland
$223K +$3.09K +31 +1%
WWC
2003
Waypoint Wealth Counsel
Georgia
$223K +$212K +2,124 New
FHC
2004
First Heartland Consultants
Missouri
$223K -$25.7K -258 -11%
JWBC
2005
J.W. Burns & Co
New York
$223K +$211K +2,120 New
VC
2006
Veracity Capital
Georgia
$223K +$3.19K +32 +2%
RBWA
2007
RFG - Bristol Wealth Advisors
Massachusetts
$222K -$13.7K -137 -6%
SI
2008
Saxon Interests
Texas
$221K
AWC
2009
Adamsbrown Wealth Consultants
Kansas
$221K -$16.4K -164 -7%
SWA
2010
Sax Wealth Advisors
New Jersey
$221K -$58.2K -584 -22%
IPW
2011
Inlet Private Wealth
Florida
$221K
OPWM
2012
Oregon Pacific Wealth Management
Oregon
$221K +$210K +2,106 New
SIAG
2013
Safeguard Investment Advisory Group
California
$221K +$210K +2,104 New
PCH
2014
PGIM Custom Harvest
New Jersey
$221K -$1.5K -15 -0.7%
MMG
2015
Monetary Management Group
Missouri
$221K
HI
2016
Hudock Inc
Pennsylvania
$221K +$4.49K +45 +2%
MCM
2017
Maple Capital Management
Vermont
$220K -$2.49K -25 -1%
FWP
2018
Falcon Wealth Planning
California
$220K +$209K +2,095 New
AIA
2019
Armor Investment Advisors
North Carolina
$220K +$598 +6 +0.3%
CICI
2020
Capital Investment Counsel Inc
North Carolina
$220K
HGWM
2021
Horst & Graben Wealth Management
Oregon
$219K +$208K +2,088 New
RWM
2022
RBA Wealth Management
California
$219K -$27.8K -279 -12%
RWB
2023
RMR Wealth Builders
New Jersey
$218K -$31.1K -312 -13%
Financial Engines Advisors
2024
Financial Engines Advisors
California
$218K +$207K +2,072 New
CNBOF
2025
City National Bank of Florida
Florida
$218K +$207K +2,075 New

COP Hedge Fund Activity: Q1 2025 in Review

2,395 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q1 2025, worth a combined $110B — up 4.1% from $106B a quarter earlier.

Sellers outnumbered buyers: 173 funds closed out of COP and 157 opened new positions — a net loss of 16 holders — while 939 trimmed existing stakes and 953 added.

The largest buyer was Charles Schwab, adding an estimated $3.16B. The largest seller was T. Rowe Price Associates, cutting an estimated $602M.

  • 2,395 institutional investors held ConocoPhillips (COP) as of Q1 2025, down from 2,454 in Q4 2024.
  • Funds reported $110B of ConocoPhillips stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 157 funds opened new ConocoPhillips positions in Q1 2025 and 173 closed out, a net change of -16 holders.
  • The largest ConocoPhillips buyer in Q1 2025 was Charles Schwab, an estimated $3.16B added.
  • The largest ConocoPhillips seller in Q1 2025 was T. Rowe Price Associates, an estimated $602M sold.

Based on aggregated 13F filings for Q1 2025.