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Crescent Energy

275 hedge funds and large institutions have $1.74B invested in Crescent Energy in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 78

24% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $3.04M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 292275 (-17)

12% less capital invested

Capital invested by funds: $1.96B → $1.74B (-$227M)

11.66% less ownership

Funds ownership: 90.69%79.02% (-12%)

27% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 55

Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
124
Reduced
78
Closed
55
Calls
$3.78M
Puts
$3.04M
Net Calls
+$743K
Net Calls Change
-$678K
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
151
State Board of Administration of Florida Retirement System
Florida
$320K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$292K +$277K +31,651 +1,363%
HighTower Advisors
153
HighTower Advisors
Illinois
$287K +$22.1K +2,522 +8%
QCM
154
Quantinno Capital Management
New York
$285K +$290K +33,103 New
CM
155
CastleKnight Management
New York
$280K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$271K +$7.26K +829 +3%
A
157
AlphaQuest
New York
$271K +$170K +19,366 +160%
CCIA
158
Campbell & Co Investment Adviser
Maryland
$260K +$265K +30,287 New
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$256K +$20.6K +2,356 +9%
LPL Financial
160
LPL Financial
California
$256K -$116K -13,225 -31%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$254K +$211K +24,054 +557%
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$248K +$27.1K +3,092 +12%
Marshall Wace
163
Marshall Wace
United Kingdom
$239K -$3.4M -388,281 -93%
Man Group
164
Man Group
United Kingdom
$236K -$802K -91,647 -77%
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$231K +$136K +15,479 +136%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$229K +$220K +25,076 New
MIM
167
Montgomery Investment Management
Maryland
$214K
MOACM
168
Mutual of America Capital Management
New York
$203K -$26.5K -3,025 -11%
TI
169
Tidal Investments
Wisconsin
$200K +$203K +23,227 New
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$197K
CM
171
CoreCommodity Management
Connecticut
$197K -$15.6K -1,779 -7%
CWM
172
CIBC World Markets
New York
$190K -$129K -14,748 -40%
GC
173
Guggenheim Capital
Illinois
$184K -$21.2K -2,419 -10%
AIP
174
Ameritas Investment Partners
Nebraska
$157K +$11.1K +1,269 +7%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$151K -$16.3K -1,866 -10%

CRGY Hedge Fund Activity: Q2 2025 in Review

275 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Crescent Energy (CRGY) for Q2 2025, worth a combined $1.74B — down 12% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of CRGY and 40 opened new positions — a net loss of 15 holders — while 78 trimmed existing stakes and 124 added.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $229M. The largest seller was Aventail Capital Group, cutting an estimated $18.5M.

  • 275 institutional investors held Crescent Energy (CRGY) as of Q2 2025, down from 292 in Q1 2025.
  • Funds reported $1.74B of Crescent Energy stock for Q2 2025, down 12% quarter-over-quarter.
  • 40 funds opened new Crescent Energy positions in Q2 2025 and 55 closed out, a net change of -15 holders.
  • The largest Crescent Energy buyer in Q2 2025 was Kohlberg Kravis Roberts & Co, an estimated $229M added.
  • The largest Crescent Energy seller in Q2 2025 was Aventail Capital Group, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2025.