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Crescent Energy

275 hedge funds and large institutions have $1.74B invested in Crescent Energy in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 78

24% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $3.04M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 292275 (-17)

12% less capital invested

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

11.66% less ownership

Funds ownership: 90.69%79.02% (-12%)

27% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 55

Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
124
Reduced
78
Closed
55
Calls
$3.78M
Puts
$3.04M
Net Calls
+$743K
Net Calls Change
-$678K
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$13.6K +$13.8K +1,579 New
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$13.1K +$10.1K +1,155 +313%
EP
228
Essential Partners
California
$11.3K +$11.5K +1,315 New
EWA
229
EverSource Wealth Advisors
Alabama
$10.7K +$9.76K +1,115 +832%
QL
230
Quarry LP
New York
$8.85K +$5.5K +628 +157%
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$8.55K +$5.17K +590 +146%
UB
232
UMB Bank
Missouri
$7.23K +$2.63K +300 +55%
OP
233
ORG Partners
Indiana
$6.85K -$2.55K -291 -27%
MYIA
234
Mount Yale Investment Advisors
Colorado
$6.68K +$6.8K +777 New
IA
235
IFP Advisors
Florida
$5.8K +$2.41K +275 +69%
FHA
236
First Horizon Advisors
Tennessee
$5.54K +$665 +76 +13%
SSG
237
Summit Securities Group
New York
$5.01K +$5.1K +583 New
TFA
238
Toth Financial Advisory
Virginia
$4.82K -$32.8K -3,750 -87%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$3.96K +$3.13K +358 +351%
SAM
240
Smartleaf Asset Management
Massachusetts
$3.93K +$2.72K +311 +243%
FGC
241
Financial Gravity Companies
Texas
$3.44K +$3.5K +400 New
RIL
242
Rothschild Investment LLC
Illinois
$3.35K +$867 +99 +34%
SS
243
SBI Securities
Japan
$3.13K -$184 -21 -5%
Optiver Holding
244
Optiver Holding
Netherlands
$3.01K -$2.02K -231 -40%
Bessemer Group
245
Bessemer Group
New Jersey
$3K -$166 -19 -5%
PA
246
Parallel Advisors
California
$2.88K -$1.21K -138 -29%
CPG
247
Cornerstone Planning Group
New Jersey
$2.81K +$2.63K +300 New
PWA
248
Physician Wealth Advisors
Utah
$2.71K +$2.76K +315 New
LFG
249
Larson Financial Group
Missouri
$2.6K -$7.75K -885 -75%
PWMG
250
Prestige Wealth Management Group
New Jersey
$2.52K +$2.56K +293 New

CRGY Hedge Fund Activity: Q2 2025 in Review

275 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Crescent Energy (CRGY) for Q2 2025, worth a combined $1.74B — down 12% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of CRGY and 40 opened new positions — a net loss of 15 holders — while 78 trimmed existing stakes and 124 added.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $229M. The largest seller was Aventail Capital Group, cutting an estimated $18.5M.

  • 275 institutional investors held Crescent Energy (CRGY) as of Q2 2025, down from 292 in Q1 2025.
  • Funds reported $1.74B of Crescent Energy stock for Q2 2025, down 12% quarter-over-quarter.
  • 40 funds opened new Crescent Energy positions in Q2 2025 and 55 closed out, a net change of -15 holders.
  • The largest Crescent Energy buyer in Q2 2025 was Kohlberg Kravis Roberts & Co, an estimated $229M added.
  • The largest Crescent Energy seller in Q2 2025 was Aventail Capital Group, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2025.