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Crescent Energy

347 hedge funds and large institutions have $2.37B invested in Crescent Energy in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 175 increasing their positions, 68 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more funds holding

Funds holding: 311347 (+36)

3% more call options, than puts

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

Holders
347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.7M
Puts
$23M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
301
Prestige Wealth Management Group
New Jersey
$6.51K
PFBT
302
Parkside Financial Bank & Trust
Missouri
$6.48K
GRP
303
Global Retirement Partners
California
$6.02K
CFM
304
Cornerstone Financial Management
Massachusetts
$5.05K
AUB
305
Atlantic Union Bankshares
Virginia
$4.37K
IA
306
IFP Advisors
Florida
$4.22K
CA
307
CoreCap Advisors
Michigan
$4.11K
PWAM
308
Private Wealth Asset Management
Iowa
$3.99K
Optiver Holding
309
Optiver Holding
Netherlands
$3.81K
BFS
310
Bare Financial Services
Pennsylvania
$3.52K
PWMG
311
Private Wealth Management Group
New Jersey
$3.48K
RIL
312
Rothschild Investment LLC
Illinois
$3.26K
AW
313
Avion Wealth
Texas
$3K
LI
314
LRI Investments
Florida
$2.67K
BTI
315
Blue Trust Inc
Georgia
$1.8K
KG
316
Kilter Group
New York
$1.79K
RFP
317
Root Financial Partners
California
$1.73K
VWM
318
Vermillion Wealth Management
Minnesota
$1.68K
FFO
319
Fortitude Family Office
Arizona
$1.58K
CC
320
Corsicana & Co
Texas
$1.51K
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$1.27K
CMA
322
Cedar Mountain Advisors
Oregon
$1.2K
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.04K
C
324
Covestor
United Kingdom
$1K
HFS
325
Hughes Financial Services
Virginia
$998