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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
ACM
251
Aster Capital Management
United Arab Emirates
$2.23K +$2.27K +259 New
HNB
252
Huntington National Bank
Ohio
$1.77K -$709 -81 -28%
HT
253
Headlands Technologies
Illinois
$1.26K +$1.28K +146 New
CT
254
Clearstead Trust
Maine
$1.14K +$1.16K +132 New
HFS
255
Hughes Financial Services
Virginia
$1.1K +$1.04K +119 New
PMAM
256
Picton Mahoney Asset Management
Ontario, Canada
$1K -$106K -12,066 -99%
RA
257
Rise Advisors
New York
$929 +$298 +34 +46%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$860
SHIM
259
Stone House Investment Management
Pennsylvania
$860 +$875 +100 New
RWM
260
Rialto Wealth Management
New York
$551 +$175 +20 +45%
NFSG
261
Newbridge Financial Services Group
Florida
$516
RI
262
Ridgewood Investments
New Jersey
$516
JWA
263
JFS Wealth Advisors
Pennsylvania
$379 -$96 -11 -20%
FFO
264
Fortitude Family Office
Arizona
$361 -$2.88K -329 -89%
HI
265
Harbour Investments
Wisconsin
$181
DPW
266
DiNuzzo Private Wealth
Pennsylvania
$147 +$88 +10 +143%
SIC
267
SJS Investment Consulting
Ohio
$129 +$26 +3 +25%
BHWM
268
Bay Harbor Wealth Management
Maryland
$111 +$105 +12 +1,200%
HIA
269
HFM Investment Advisors
New Jersey
$69 +$70 +8 New
FFA
270
Farther Finance Advisors
California
$60 -$3K -343 -98%
CA
271
CoreCap Advisors
Michigan
$43 -$219 -25 -83%
TPWA
272
Twin Peaks Wealth Advisors
California
$19 +$18 +2 New
TFM
273
TFC Financial Management
Massachusetts
$9
CC
274
Covalis Capital
United Kingdom
-$11.9M -1,057,693 Closed
Federated Hermes
275
Federated Hermes
Pennsylvania
-$10.5M -932,863 Closed

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.