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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
ZRP
2301
Zynergy Retirement Planning
New Jersey
$15.1K +$15.2K +152 New
MCA
2302
Midwest Capital Advisors
Michigan
$14.9K
BT
2303
Banque Transatlantique
France
$14.4K
FP
2304
Financial Perspectives
Minnesota
$14.3K
WPA
2305
Wealth Preservation Advisors
Tennessee
$14.3K +$13.6K +136 New
MIFH
2306
Migdal Insurance & Financial Holdings
Israel
$14K +$13.1K +131 New
BWL
2307
Bogart Wealth LLC
Virginia
$14K -$1.4K -14 -10%
BWM
2308
Bernard Wealth Management
Michigan
$14K +$3.79K +38 +40%
EWP
2309
Elevation Wealth Partners
California
$13.7K
TCM
2310
TruNorth Capital Management
Michigan
$13.5K +$4.39K +44 +52%
FFWM
2311
Future Financial Wealth Management
Ohio
$13.3K
JFG
2312
JDM Financial Group
Texas
$13.2K
LWA
2313
Lowe Wealth Advisors
Maryland
$12.8K
GWM
2314
Graybill Wealth Management
Illinois
$12.7K +$12.1K +121 New
BBPWM
2315
Blue Bell Private Wealth Management
Pennsylvania
$12.7K
VWA
2316
Valued Wealth Advisors
Utah
$12.6K -$10.1K -101 -46%
KA
2317
Kozak & Associates
Colorado
$12.6K -$2.49K -25 -15%
PWA
2318
Provenance Wealth Advisors
Florida
$12.4K
ACM
2319
Anfield Capital Management
California
$12.3K
CAM
2320
Clarity Asset Management
Iowa
$12.3K +$100 +1 +0.9%
CJH
2321
Christopher J. Hasenberg
Wisconsin
$12K +$1.4K +14 +14%
PWA
2322
Principia Wealth Advisory
Texas
$12K -$299 -3 -2%
SCA
2323
Stuart Chaussee & Associates
California
$12K
API
2324
Asset Planning Inc
California
$11.9K
HNW
2325
High Note Wealth
Minnesota
$11.9K -$399 -4 -3%

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.