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Crescent Energy

350 hedge funds and large institutions have $2.38B invested in Crescent Energy in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 178 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 66

155% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 31

31.58% more ownership

Funds ownership: 79.47%111.06% (+32%)

32% more capital invested

Capital invested by funds: $1.81B → $2.38B (+$570M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more funds holding

Funds holding: 312350 (+38)

3% more call options, than puts

Call options by funds: $23.7M | Put options by funds: $23M

Holders
350
Holders Change
+38
Holders Change %
+12.18%
% of All Funds
4.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
79
Increased
178
Reduced
66
Closed
31
Calls
$23.7M
Puts
$23M
Net Calls
+$688K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
276
Arax Advisory Partners
Colorado
$21.8K -$27.3K -3,113 -54%
NFSG
277
Newbridge Financial Services Group
Florida
$18.5K +$18.9K +2,150 +3,583%
PA
278
Parallel Advisors
California
$17.9K +$17K +1,932 +947%
UB
279
UMB Bank
Missouri
$17.8K +$9.64K +1,098 +107%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$17.4K +$9.52K +1,084 +109%
FCMT
281
Founders Capital Management (Texas)
Texas
$16.8K +$17.6K +2,000 New
SL
282
Salomon & Ludwin
Virginia
$16.4K +$13.9K +1,587 +395%
SNB
283
Security National Bank
Nebraska
$16.1K +$16.8K +1,919 New
HSA
284
Hussman Strategic Advisors
Maryland
$16K +$16.7K +1,906 New
FFA
285
Farther Finance Advisors
California
$14.8K +$14.9K +1,694 +2,528%
MCM
286
MAI Capital Management
Ohio
$14.3K +$193 +22 +1%
TWD
287
True Wealth Design
Ohio
$13K -$290 -33 -2%
QL
288
Quarry LP
New York
$12.5K -$23.4K -2,662 -64%
SAM
289
Smartleaf Asset Management
Massachusetts
$11.3K +$878 +100 +8%
AssetMark Inc
290
AssetMark Inc
California
$11.2K +$11.7K +1,334 New
LFG
291
Larson Financial Group
Missouri
$11K +$10.2K +1,157 +756%
Bessemer Group
292
Bessemer Group
New Jersey
$10K +$5.36K +611 +108%
EWA
293
EverSource Wealth Advisors
Alabama
$9.46K +$44 +5 +0.4%
PWA
294
Physician Wealth Advisors
Utah
$9.13K +$6.79K +773 +245%
SS
295
SBI Securities
Japan
$8.63K +$1.17K +133 +15%
ICM
296
Islay Capital Management
Texas
$8.39K
CIAM
297
Caitong International Asset Management
Hong Kong
$7.65K +$7.49K +853 +1,446%
HNB
298
Huntington National Bank
Ohio
$7.39K +$5.38K +613 +229%
Los Angeles Capital Management
299
Los Angeles Capital Management
California
$7.33K +$7.9K +900 New
Barrow, Hanley, Mewhinney & Strauss
300
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.09K +$6.85K +780 +1,200%