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Coterra Energy
CTRA

Overview Fund Activity

869 hedge funds and large institutions have $17.9B invested in Coterra Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 352 increasing their positions, 301 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-41
Holders Change %
-4.51%
% of All Funds
11.65%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
91
Increased
352
Reduced
301
Closed
114
Calls
$106M
Puts
$65.9M
Net Calls
+$40.2M
Net Calls Change
+$3.14M

Top Buyers

1
DSA
Davis Selected Advisers
Arizona
+$237M
2
Citadel Advisors
Citadel Advisors
Florida
+$117M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$88M
4
FGP
Freestone Grove Partners
California
+$80.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$72.9M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$61.9M
2
Invesco
Invesco
Georgia
-$60.9M
3
First Trust Advisors
First Trust Advisors
Illinois
-$59.9M
4
CHP
Castle Hook Partners
New York
-$54.4M
5
Amundi
Amundi
France
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
801
Roble Belko & Company
Pennsylvania
$4K – – –
NC
802
NewSquare Capital
Pennsylvania
$3.83K -$8.58K -338 -69%
RWS
803
Retirement Wealth Solutions
Wisconsin
$3.61K +$25 +1 +0.7%
SO
804
Sierra Ocean
California
$3.37K -$3.88K -152 -54%
HFS
805
Horizon Financial Services
North Carolina
$3.33K +$1.7K +67 +105%
KIM
806
Kestra Investment Management
Texas
$3.3K – – –
KFI
807
Key Financial Inc
Pennsylvania
$3.05K – – –
TFGT
808
TS Financial Group (TSFG)
Illinois
$3K – – –
FIA
809
FNY Investment Advisers
New York
$3K +$3K +133 New
AP
810
Aspect Partners
Virginia
$2.97K – – –
ADL
811
Asset Dedication LLC
California
$2.95K – – –
PWMG
812
Prestige Wealth Management Group
New Jersey
$2.82K +$660 +26 +31%
FNWA
813
Financial Network Wealth Advisors
Utah
$2.74K +$2.74K +108 New
VWWMG
814
Vermillion & White Wealth Management Group
Pennsylvania
$2.64K – – –
WAS
815
Winch Advisory Services
Wisconsin
$2.58K +$25 +1 +1%
TFA
816
Toth Financial Advisory
Virginia
$2.54K -$770K -30,350 -100%
KG
817
Kilter Group
New York
$2.51K +$2.51K +99 New
CCM
818
Copeland Capital Management
Pennsylvania
$2.36K – – –
GFL
819
Granite FO LLC
New Hampshire
$2.34K – – –
NMG
820
New Millennium Group
Utah
$2.31K – – –
AWM
821
Abound Wealth Management
Tennessee
$2.24K – – –
DPW
822
DiNuzzo Private Wealth
Pennsylvania
$2.21K -$51 -2 -2%
WA
823
WPG Advisers
Maryland
$2.21K -$254 -10 -10%
TCA
824
Trifecta Capital Advisors
Illinois
$2.18K +$2.18K +86 New
CIAS
825
CBIZ Investment Advisory Services
Ohio
$2.01K -$2.36K -93 -54%
31 32
33
34 35