COP icon

ConocoPhillips
COP

Overview Fund Activity

2,365 hedge funds and large institutions have $110B invested in ConocoPhillips in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 941 increasing their positions, 923 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,365
Holders Change
-60
Holders Change %
-2.47%
% of All Funds
32.12%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.49%
New
162
Increased
941
Reduced
923
Closed
172
Calls
$1.75B
Puts
$1.43B
Net Calls
+$313M
Net Calls Change
+$79.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.33B
2
Capital International Investors
Capital International Investors
California
+$442M
3
Harris Associates
Harris Associates
Illinois
+$380M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$318M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$209M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$634M
2
Millennium Management
Millennium Management
New York
-$443M
3
State Street
State Street
Massachusetts
-$400M
4
Morgan Stanley
Morgan Stanley
New York
-$377M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBOF
2001
City National Bank of Florida
Florida
$218K +$218K +2,075 New
FFA
2002
First Foundation Advisors
California
$218K -$67.9K -647 -24%
MW
2003
MBL Wealth
North Carolina
$218K -$27.2K -259 -11%
NC
2004
NBW Capital
Massachusetts
$217K +$217K +2,065 New
WP
2005
WealthShield Partners
North Carolina
$217K +$217K +2,064 New
FPGT
2006
Financial Partners Group (Tennessee)
Tennessee
$217K -$49.8K -474 -19%
SWG
2007
Summit Wealth Group
Vermont
$216K +$1.15K +11 +0.5%
Fidelity International
2008
Fidelity International
Bermuda
$216K -$35K -333 -14%
MIM
2009
Merrion Investment Management
New Jersey
$216K – – –
DAM
2010
Delta Asset Management
Tennessee
$216K – – –
SCM
2011
Sage Capital Management
New Jersey
$215K +$1.47K +14 +0.7%
JC
2012
JB Capital
Connecticut
$215K -$6.51K -62 -3%
JCM
2013
Jacobsen Capital Management
Utah
$215K -$19.4K -185 -8%
SHWM
2014
Smith & Howard Wealth Management
Georgia
$215K – – –
SPIA
2015
Strategic Point Investment Advisors
Rhode Island
$214K – – –
SCM
2016
Schnieders Capital Management
California
$214K -$2K -19 -0.9%
GWM
2017
Greenwich Wealth Management
Connecticut
$214K -$58.8K -560 -22%
DWM
2018
Denver Wealth Management
Colorado
$213K +$213K +2,027 New
NRC
2019
New Republic Capital
North Carolina
$213K +$213K +2,025 New
MCI
2020
MRP Capital Investments
Georgia
$213K -$10.5K -100 -5%
PM
2021
Penbrook Management
New York
$213K – – –
PCTC
2022
Perkins Coie Trust Company
Washington
$212K +$1.26K +12 +0.6%
MFT
2023
Moisand Fitzgerald Tamayo
Florida
$212K +$120K +1,141 +130%
NAS
2024
NWF Advisory Services
California
$212K -$18.3K -174 -8%
MCM
2025
Manchester Capital Management
Vermont
$211K +$54K +514 +34%
79 80
81
82 83