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Crescent Energy

358 hedge funds and large institutions have $4.08B invested in Crescent Energy in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $50M | Put options by funds: $18.2M

72% more capital invested

Capital invested by funds: $2.38B → $4.08B (+$1.7B)

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 116

2% more funds holding

Funds holding: 350358 (+8)

18.89% less ownership

Funds ownership: 111.06%92.17% (-19%)

Holders
358
Holders Change
+8
Holders Change %
+2.29%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
65
Increased
129
Reduced
116
Closed
50
Calls
$50M
Puts
$18.2M
Net Calls
+$31.7M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$504M +$14.4M +1,377,576 +4%
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$498M
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$387M +$19.9M +1,897,230 +7%
American Century Companies
4
American Century Companies
Missouri
$233M -$41.5M -3,959,657 -19%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$219M +$170M +16,227,242 New
State Street
6
State Street
Massachusetts
$217M +$34.3M +3,276,765 +26%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$178M +$3.13M +298,818 +2%
VCM
8
Vanguard Capital Management
Pennsylvania
$153M +$119M +11,322,415 New
Invesco
9
Invesco
Georgia
$116M +$66.2M +6,318,666 +280%
Goldman Sachs
10
Goldman Sachs
New York
$112M +$51.1M +4,881,152 +142%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$82.4M +$5.3M +505,853 +9%
Charles Schwab
12
Charles Schwab
California
$73.5M +$3.58M +342,127 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$57.6M -$32.2M -3,076,753 -42%
Jennison Associates
14
Jennison Associates
New York
$57.4M +$19M +1,810,225 +74%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$45.1M +$1.71M +163,268 +5%
Morgan Stanley
16
Morgan Stanley
New York
$42.2M -$26.5M -2,527,221 -45%
Bank of America
17
Bank of America
North Carolina
$41.3M +$24.2M +2,307,971 +308%
PEP
18
Pickering Energy Partners
Texas
$40.5M +$8.39M +801,127 +37%
UBS Group
19
UBS Group
Switzerland
$37.2M +$7.93M +756,633 +38%
PCM
20
Portolan Capital Management
Massachusetts
$35.1M +$26.8M +2,561,242 +6,419%
SBH
21
Segall Bryant & Hamill
Illinois
$35M -$1.95M -186,620 -7%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$34.6M -$13.9M -1,328,475 -34%
Northern Trust
23
Northern Trust
Illinois
$31.6M +$2.37M +226,502 +11%
MVP
24
Miller Value Partners
Florida
$27M +$21M +2,003,132 New
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$26.3M +$2.39M +228,327 +13%