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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
CMA
326
Cedar Mountain Advisors
Oregon
$1.2K +$702 +80 +127%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1.04K +$211 +24 +24%
C
328
Covestor
United Kingdom
$1K +$448 +51 +283%
HFS
329
Hughes Financial Services
Virginia
$998
TPBG
330
Turning Point Benefit Group
Maryland
$959 +$1K +114 New
PMAM
331
Picton Mahoney Asset Management
Ontario, Canada
$906
FC
332
Financial Consulate
Maryland
$756 -$439 -50 -36%
BIA
333
Bell Investment Advisors
California
$537 +$562 +64 New
OC
334
Optima Capital
Oregon
$537 +$562 +64 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$529 +$193 +22 +54%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$495 +$518 +59 New
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$420
KFAS
338
Keating Financial Advisory Services
Kansas
$344 +$360 +41 New
HI
339
Harbour Investments
Wisconsin
$176
TFA
340
Transamerica Financial Advisors
Florida
$143 +$149 +17 New
SIC
341
SJS Investment Consulting
Ohio
$126
CA
342
Clearstead Advisors
Ohio
$118 -$597 -68 -83%
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$76
GWM
344
Gilpin Wealth Management
Colorado
$68 +$70 +8 New
BHWM
345
Bay Harbor Wealth Management
Maryland
$67 +$9 +1 +14%
RWM
346
Rialto Wealth Management
New York
$34 -$527 -60 -94%
HIA
347
HFM Investment Advisors
New Jersey
$34 -$35 -4 -50%
DF
348
Dunhill Financial
United Kingdom
$31 +$35 +4 New
CIM
349
Contravisory Investment Management
Massachusetts
$6 +$9 +1 New
Marshall Wace
350
Marshall Wace
United Kingdom
-$9.42M -1,055,773 Closed