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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
OP
301
ORG Partners
Indiana
$7K -$44 -5 -0.6%
SIS
302
Sound Income Strategies
Florida
$6.79K +$7.11K +810 New
FHC
303
First Horizon Corporation
Tennessee
$6.75K +$1.33K +151 +23%
PWMG
304
Prestige Wealth Management Group
New Jersey
$6.51K +$4.24K +483 +165%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$6.48K +$2.74K +312 +68%
GRP
306
Global Retirement Partners
California
$6.02K +$2.79K +318 +80%
CFM
307
Cornerstone Financial Management
Massachusetts
$5.05K +$5.29K +602 New
AUB
308
Atlantic Union Bankshares
Virginia
$4.37K +$53 +6 +1%
IA
309
IFP Advisors
Florida
$4.22K -$1.32K -150 -23%
CA
310
CoreCap Advisors
Michigan
$4.11K +$4.26K +485 +9,700%
PWAM
311
Private Wealth Asset Management
Iowa
$3.99K +$4.18K +476 New
Optiver Holding
312
Optiver Holding
Netherlands
$3.81K -$4.51K -514 -53%
BFS
313
Bare Financial Services
Pennsylvania
$3.52K +$3.22K +367 +706%
PWMG
314
Private Wealth Management Group
New Jersey
$3.48K +$3.64K +415 New
RIL
315
Rothschild Investment LLC
Illinois
$3.26K +$957 +109 +39%
AW
316
Avion Wealth
Texas
$3K +$3.48K +396 New
LI
317
LRI Investments
Florida
$2.67K +$2.79K +318 New
BWA
318
Basecamp Wealth Advisors
Washington
$1.93K +$2.02K +230 New
BTI
319
Blue Trust Inc
Georgia
$1.8K
KG
320
Kilter Group
New York
$1.79K +$1.39K +158 +287%
RFP
321
Root Financial Partners
California
$1.73K -$351 -40 -16%
VWM
322
Vermillion Wealth Management
Minnesota
$1.68K +$1.76K +200 New
FFO
323
Fortitude Family Office
Arizona
$1.58K +$1.28K +146 +348%
CC
324
Corsicana & Co
Texas
$1.51K
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$1.27K -$75.8K -8,634 -98%