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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
AC
176
Annandale Capital
Texas
$149K +$5.87K +670 +4%
SC
177
Savant Capital
Illinois
$148K +$151K +17,212 New
CIBC Asset Management
178
CIBC Asset Management
Ontario, Canada
$146K
Corient Private Wealth
179
Corient Private Wealth
Florida
$146K +$46.7K +5,330 +46%
VA
180
VestGen Advisors
Illinois
$140K
LWMI
181
Legacy Wealth Management (Idaho)
Idaho
$138K +$21.3K +2,431 +18%
LIS
182
Legacy Investment Solutions
Idaho
$138K +$140K +16,013 New
JIC
183
Johnson Investment Counsel
Ohio
$136K +$22.9K +2,620 +20%
I
184
InceptionR
California
$133K +$136K +15,522 New
GS
185
GTS Securities
New York
$131K -$132K -15,037 -50%
PEP
186
Pickering Energy Partners
Texas
$129K -$166K -19,000 -56%
IC
187
Innealta Capital
Texas
$128K
MAM
188
Meeder Asset Management
Ohio
$126K
CFIA
189
Cantor Fitzgerald Investment Advisors
New York
$125K
Verition Fund Management
190
Verition Fund Management
Connecticut
$123K -$1.67M -191,050 -93%
TRCT
191
Tower Research Capital (TRC)
New York
$121K +$75.2K +8,595 +156%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$120K -$875 -100 -0.7%
X
193
Xponance
Pennsylvania
$119K +$11K +1,254 +10%
Cerity Partners
194
Cerity Partners
New York
$117K +$119K +13,605 New
DFCM
195
Dark Forest Capital Management
Puerto Rico
$116K -$307K -35,111 -72%
ET
196
Equitable Trust
Tennessee
$115K
SIP
197
Stoneridge Investment Partners
Pennsylvania
$111K +$113K +12,897 New
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$109K +$23K +2,624 +26%
NA
199
NewEdge Advisors
Louisiana
$103K +$96.7K +11,051 +1,228%
MFG
200
Merit Financial Group
Georgia
$102K +$104K +11,899 New

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.