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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
HNB
251
Huntington National Bank
Ohio
$1.77K
HT
252
Headlands Technologies
Illinois
$1.26K
CT
253
Clearstead Trust
Maine
$1.14K
HFS
254
Hughes Financial Services
Virginia
$1.1K
PMAM
255
Picton Mahoney Asset Management
Ontario, Canada
$1K
RA
256
Rise Advisors
New York
$929
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$860
SHIM
258
Stone House Investment Management
Pennsylvania
$860
RWM
259
Rialto Wealth Management
New York
$551
RI
260
Ridgewood Investments
New Jersey
$516
NFSG
261
Newbridge Financial Services Group
Florida
$516
JWA
262
JFS Wealth Advisors
Pennsylvania
$379
FFO
263
Fortitude Family Office
Arizona
$361
HI
264
Harbour Investments
Wisconsin
$181
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$147
SIC
266
SJS Investment Consulting
Ohio
$129
BHWM
267
Bay Harbor Wealth Management
Maryland
$111
HIA
268
HFM Investment Advisors
New Jersey
$69
FFA
269
Farther Finance Advisors
California
$60
CA
270
CoreCap Advisors
Michigan
$43
TPWA
271
Twin Peaks Wealth Advisors
California
$19
TFM
272
TFC Financial Management
Massachusetts
$9
CC
273
Covalis Capital
United Kingdom
Federated Hermes
274
Federated Hermes
Pennsylvania
HF
275
HRT Financial
New York