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Crescent Energy

348 hedge funds and large institutions have $2.38B invested in Crescent Energy in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 177 increasing their positions, 66 reducing their positions, and 31 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: 311348 (+37)

3% more call options, than puts

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

Holders
348
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
SIS
301
Sound Income Strategies
Florida
$6.79K
FHC
302
First Horizon Corporation
Tennessee
$6.75K
PWMG
303
Prestige Wealth Management Group
New Jersey
$6.51K
PFBT
304
Parkside Financial Bank & Trust
Missouri
$6.48K
GRP
305
Global Retirement Partners
California
$6.02K
CFM
306
Cornerstone Financial Management
Massachusetts
$5.05K
AUB
307
Atlantic Union Bankshares
Virginia
$4.37K
IA
308
IFP Advisors
Florida
$4.22K
CA
309
CoreCap Advisors
Michigan
$4.11K
PWAM
310
Private Wealth Asset Management
Iowa
$3.99K
Optiver Holding
311
Optiver Holding
Netherlands
$3.81K
BFS
312
Bare Financial Services
Pennsylvania
$3.52K
PWMG
313
Private Wealth Management Group
New Jersey
$3.48K
RIL
314
Rothschild Investment LLC
Illinois
$3.26K
AW
315
Avion Wealth
Texas
$3K
LI
316
LRI Investments
Florida
$2.67K
BTI
317
Blue Trust Inc
Georgia
$1.8K
KG
318
Kilter Group
New York
$1.79K
RFP
319
Root Financial Partners
California
$1.73K
VWM
320
Vermillion Wealth Management
Minnesota
$1.68K
FFO
321
Fortitude Family Office
Arizona
$1.58K
CC
322
Corsicana & Co
Texas
$1.51K
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$1.27K
CMA
324
Cedar Mountain Advisors
Oregon
$1.2K
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$1.04K