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Crescent Energy

355 hedge funds and large institutions have $4.05B invested in Crescent Energy in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 115 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

10% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 115

2% more funds holding

Funds holding: 349355 (+6)

19.52% less ownership

Funds ownership: 111.06%91.53% (-20%)

Holders
355
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50M
Puts
$18.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
301
Sound Income Strategies
Florida
$10.4K
HNB
302
Huntington National Bank
Ohio
$9.88K
PWMG
303
Prestige Wealth Management Group
New Jersey
$9.23K
FHC
304
First Horizon Corporation
Tennessee
$8.55K
SAM
305
Smartleaf Asset Management
Massachusetts
$8.42K
CFM
306
Cornerstone Financial Management
Massachusetts
$8.13K
Barrow, Hanley, Mewhinney & Strauss
307
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.34K
EP
308
Essential Partners
California
$7.18K
AUB
309
Atlantic Union Bankshares
Virginia
$7.09K
PWAM
310
Private Wealth Asset Management
Iowa
$6.43K
RIL
311
Rothschild Investment LLC
Illinois
$6.25K
PWMG
312
Private Wealth Management Group
New Jersey
$5.6K
IA
313
IFP Advisors
Florida
$5.4K
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$5.21K
LI
315
LRI Investments
Florida
$5.14K
AW
316
Avion Wealth
Texas
$5K
CA
317
CoreCap Advisors
Michigan
$3.92K
KFAS
318
Keating Financial Advisory Services
Kansas
$3.83K
BFS
319
Bare Financial Services
Pennsylvania
$3.78K
LFG
320
Larson Financial Group
Missouri
$3.4K
FFO
321
Fortitude Family Office
Arizona
$3.28K
RFP
322
Root Financial Partners
California
$3.16K
BTI
323
Blue Trust Inc
Georgia
$2.9K
VWM
324
Vermillion Wealth Management
Minnesota
$2.73K
TPWA
325
Twin Peaks Wealth Advisors
California
$2.29K