CRGY icon

Crescent Energy

274 hedge funds and large institutions have $1.74B invested in Crescent Energy in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $1.96B → $1.74B (-$227M)

11.66% less ownership

Funds ownership: 90.73%79.07% (-12%)

31% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 55

Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.78M
Puts
$3.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$13.6K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$13.1K
EWA
228
EverSource Wealth Advisors
Alabama
$10.7K
QL
229
Quarry LP
New York
$8.85K
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$8.55K
UB
231
UMB Bank
Missouri
$7.23K
OP
232
ORG Partners
Indiana
$6.85K
MYIA
233
Mount Yale Investment Advisors
Colorado
$6.68K
IA
234
IFP Advisors
Florida
$5.8K
FHA
235
First Horizon Advisors
Tennessee
$5.54K
SSG
236
Summit Securities Group
New York
$5.01K
TFA
237
Toth Financial Advisory
Virginia
$4.82K
PFBT
238
Parkside Financial Bank & Trust
Missouri
$3.96K
SAM
239
Smartleaf Asset Management
Massachusetts
$3.93K
FGC
240
Financial Gravity Companies
Texas
$3.44K
RIL
241
Rothschild Investment LLC
Illinois
$3.35K
SS
242
SBI Securities
Japan
$3.13K
Optiver Holding
243
Optiver Holding
Netherlands
$3.01K
Bessemer Group
244
Bessemer Group
New Jersey
$3K
PA
245
Parallel Advisors
California
$2.88K
CPG
246
Cornerstone Planning Group
New Jersey
$2.81K
PWA
247
Physician Wealth Advisors
Utah
$2.71K
LFG
248
Larson Financial Group
Missouri
$2.6K
PWMG
249
Prestige Wealth Management Group
New Jersey
$2.52K
ACM
250
Aster Capital Management
United Arab Emirates
$2.23K