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Crescent Energy

306 hedge funds and large institutions have $1.81B invested in Crescent Energy in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $1.74B → $1.81B (+$70.4M)

0.41% more ownership

Funds ownership: 79.07%79.48% (+0.41%)

7% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.21M

Holders
306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.85M
Puts
$5.21M
Net Calls
Net Calls Change

Top Buyers

1 +$12.8M
2 +$11.1M
3 +$10.4M
4
Morgan Stanley
Morgan Stanley
New York
+$10.1M
5
Marshall Wace
Marshall Wace
United Kingdom
+$9.17M

Top Sellers

1 -$20.2M
2 -$14.1M
3 -$9.16M
4
ACG
Aventail Capital Group
New York
-$8.92M
5
SCM
SIR Capital Management
New York
-$8.54M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
$1.61K
CC
277
Corsicana & Co
Texas
$1.61K
LFG
278
Larson Financial Group
Missouri
$1.36K
FC
279
Financial Consulate
Maryland
$1.25K
CT
280
Clearstead Trust
Maine
$1.18K
JFGIW
281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.09K
HFS
282
Hughes Financial Services
Virginia
$1.07K
PMAM
283
Picton Mahoney Asset Management
Ontario, Canada
$1K
HWM
284
Hemington Wealth Management
Virginia
$1K
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$892
SHIM
286
Stone House Investment Management
Pennsylvania
$892
CA
287
Clearstead Advisors
Ohio
$732
FFA
288
Farther Finance Advisors
California
$598
Barrow, Hanley, Mewhinney & Strauss
289
Barrow, Hanley, Mewhinney & Strauss
Texas
$580
RWM
290
Rialto Wealth Management
New York
$571
CMA
291
Cedar Mountain Advisors
Oregon
$562
NFSG
292
Newbridge Financial Services Group
Florida
$535
CIAM
293
Caitong International Asset Management
Hong Kong
$526
BFS
294
Bare Financial Services
Pennsylvania
$464
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$446
FFO
296
Fortitude Family Office
Arizona
$375
JWA
297
JFS Wealth Advisors
Pennsylvania
$366
HI
298
Harbour Investments
Wisconsin
$187
SIC
299
SJS Investment Consulting
Ohio
$134
DPW
300
DiNuzzo Private Wealth
Pennsylvania
$86