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Crescent Energy

292 hedge funds and large institutions have $1.96B invested in Crescent Energy in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 112 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

33% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 92

6% more funds holding

Funds holding: 275292 (+17)

5.32% less ownership

Funds ownership: 96%90.69% (-5.3%)

25% less capital invested

Capital invested by funds: $2.62B → $1.96B (-$662M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
292
Holders Change
+17
Holders Change %
+6.18%
% of All Funds
3.92%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
52
Increased
112
Reduced
92
Closed
33
Calls
$5.69M
Puts
$4.27M
Net Calls
+$1.42M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Coldstream Capital Management
Washington
$5.26K +$6.45K +468 New
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$4.54K +$1.89K +137 +51%
QL
253
Quarry LP
New York
$4.51K -$54.4K -3,952 -91%
IA
254
IFP Advisors
Florida
$4.5K +$83 +6 +2%
FGAM
255
Financial Gravity Asset Management
Texas
$4.5K +$5.51K +400 New
SS
256
SBI Securities
Japan
$4.33K -$10.6K -773 -67%
FFO
257
Fortitude Family Office
Arizona
$4.17K
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$4.15K +$5.08K +369 New
Bessemer Group
259
Bessemer Group
New Jersey
$4K -$3.6K -261 -41%
HFS
260
Hantz Financial Services
Michigan
$4K +$4.95K +359 +11,967%
FFA
261
Farther Finance Advisors
California
$3.88K -$38.6K -2,805 -89%
PTC
262
Private Trust Company
Ohio
$3.59K
RIL
263
Rothschild Investment LLC
Illinois
$3.27K +$152 +11 +4%
HNB
264
Huntington National Bank
Ohio
$3.23K +$648 +47 +20%
HCP
265
Hexagon Capital Partners
Arkansas
$2.63K -$1.16K -84 -26%
GWM
266
Geneos Wealth Management
Colorado
$2.36K +$964 +70 New
SW
267
SVB Wealth
Massachusetts
$2.25K +$2.75K +200 New
WA
268
WPG Advisers
Maryland
$2.06K +$2.23K +162 +771%
EWA
269
EverSource Wealth Advisors
Alabama
$1.51K +$1.31K +95 +244%
SAM
270
Smartleaf Asset Management
Massachusetts
$1.43K -$2.04K -148 -54%
PFBT
271
Parkside Financial Bank & Trust
Missouri
$1.15K +$1.24K +90 +750%
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$1.12K +$1.38K +100 New
LC
273
Lindbrook Capital
California
$1.03K -$1.01K -73 -44%
RA
274
Rise Advisors
New York
$832 +$1.02K +74 New
NFSG
275
Newbridge Financial Services Group
Florida
$674