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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
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$2.14K
CC
327
Corsicana & Co
Texas
$2.02K
CMA
328
Cedar Mountain Advisors
Oregon
$1.93K
CFO
329
CVA Family Office
Colorado
$1.82K
BF
330
BOK Financial
Oklahoma
$1.7K
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$1.67K
SSG
332
Summit Securities Group
New York
$1.67K
OCWP
333
Owl Creek Wealth Partners
Colorado
$1.54K
PMAM
334
Picton Mahoney Asset Management
Ontario, Canada
$1.46K
QL
335
Quarry LP
New York
$1.31K
BIA
336
Bell Investment Advisors
California
$864
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$675
JWA
338
JFS Wealth Advisors
Pennsylvania
$581
GWM
339
Gilpin Wealth Management
Colorado
$432
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$351
FC
341
Financial Consulate
Maryland
$270
AW
342
Ankerstar Wealth
Texas
$270
TFA
343
Transamerica Financial Advisors
Florida
$229
SIC
344
SJS Investment Consulting
Ohio
$149
BHWM
345
Bay Harbor Wealth Management
Maryland
$135
SWP
346
Strategic Wealth Partners
Ohio
$135
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$122
CFSG
348
Community Financial Services Group
Vermont
$102
CW
349
Curio Wealth
Maryland
$95
RWM
350
Rialto Wealth Management
New York
$54