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Crescent Energy

358 hedge funds and large institutions have $4.08B invested in Crescent Energy in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 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:

11% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 116

2% more funds holding

Funds holding: 350358 (+8)

18.89% less ownership

Funds ownership: 111.06%92.17% (-19%)

Holders
358
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
KG
301
Kilter Group
New York
$12.6K
VWA
302
Valued Wealth Advisors
Utah
$12.6K
SIS
303
Sound Income Strategies
Florida
$10.4K
HNB
304
Huntington National Bank
Ohio
$9.88K
PWMG
305
Prestige Wealth Management Group
New Jersey
$9.23K
FHC
306
First Horizon Corporation
Tennessee
$8.55K
SAM
307
Smartleaf Asset Management
Massachusetts
$8.42K
CFM
308
Cornerstone Financial Management
Massachusetts
$8.13K
Barrow, Hanley, Mewhinney & Strauss
309
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.34K
EP
310
Essential Partners
California
$7.18K
AUB
311
Atlantic Union Bankshares
Virginia
$7.09K
PWAM
312
Private Wealth Asset Management
Iowa
$6.43K
RIL
313
Rothschild Investment LLC
Illinois
$6.25K
PWMG
314
Private Wealth Management Group
New Jersey
$5.6K
IA
315
IFP Advisors
Florida
$5.4K
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$5.21K
LI
317
LRI Investments
Florida
$5.14K
AW
318
Avion Wealth
Texas
$5K
CA
319
CoreCap Advisors
Michigan
$3.92K
KFAS
320
Keating Financial Advisory Services
Kansas
$3.83K
BFS
321
Bare Financial Services
Pennsylvania
$3.78K
LFG
322
Larson Financial Group
Missouri
$3.4K
FFO
323
Fortitude Family Office
Arizona
$3.28K
RFP
324
Root Financial Partners
California
$3.16K
BTI
325
Blue Trust Inc
Georgia
$2.9K