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CVR Energy

209 hedge funds and large institutions have $2.73B invested in CVR Energy in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $1.91B → $2.73B (+$818M)

36% more call options, than puts

Call options by funds: $31.4M | Put options by funds: $23M

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

6% more funds holding

Funds holding: 197209 (+12)

3.09% more ownership

Funds ownership: 98.03%101.12% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 74

Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
57
Reduced
74
Closed
36
Calls
$31.4M
Puts
$23M
Net Calls
+$8.38M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
176
Sound Income Strategies
Florida
$5.93K +$4.86K +221 New
FNWA
177
Financial Network Wealth Advisors
Utah
$5.16K
UB
178
UMB Bank
Missouri
$5.05K -$1.03K -47 -20%
TPWA
179
Twin Peaks Wealth Advisors
California
$4.97K +$4.2K +191 New
WTFG
180
Wood Tarver Financial Group
Idaho
$4K
PWMG
181
Private Wealth Management Group
New Jersey
$3.73K
PA
182
Parallel Advisors
California
$3.73K +$3.06K +139 New
TIM
183
Total Investment Management
Arizona
$3.58K +$2.93K +133 New
IA
184
IFP Advisors
Florida
$2.52K -$352 -16 Closed
CAL
185
Capital Advisors Ltd
Ohio
$2K +$1.43K +65 New
AF
186
Allworth Financial
California
$1.99K +$154 +7 +10%
SCM
187
Sterling Capital Management
North Carolina
$1.91K -$528 -24 -25%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$1.75K +$264 +12 +23%
PA
189
Pineridge Advisors
Missouri
$1.48K +$1.21K +55 New
SC
190
SouthState Corp
Florida
$1.45K
AAP
191
Arax Advisory Partners
Colorado
$1.26K +$1.03K +47 New
SPIA
192
Steward Partners Investment Advisory
New York
$1.24K +$1.01K +46 New
HNB
193
Huntington National Bank
Ohio
$1.16K
HFS
194
Hantz Financial Services
Michigan
$1K +$506 +23 New
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$806 -$22K -1,000 -97%
BFS
196
Bare Financial Services
Pennsylvania
$779
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$752 -$946 -43 -61%
AGWCA
198
Annis Gardner Whiting Capital Advisors
Florida
$752 +$616 +28 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$672 -$154 -7 -22%
CA
200
CoreCap Advisors
Michigan
$537 -$308 -14 -41%

CVI Hedge Fund Activity: Q2 2025 in Review

209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q2 2025, worth a combined $2.73B — up 43% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CVI positions and 36 closed out — a net gain of 13 holders — while 57 added to existing stakes and 74 trimmed.

The largest buyer was Icahn Carl, adding an estimated $41.5M. The largest seller was Vanguard Group, cutting an estimated $9.84M.

  • 209 institutional investors held CVR Energy (CVI) as of Q2 2025, up from 197 in Q1 2025.
  • Funds reported $2.73B of CVR Energy stock for Q2 2025, up 43% quarter-over-quarter.
  • 49 funds opened new CVR Energy positions in Q2 2025 and 36 closed out, a net change of +13 holders.
  • The largest CVR Energy buyer in Q2 2025 was Icahn Carl, an estimated $41.5M added.
  • The largest CVR Energy seller in Q2 2025 was Vanguard Group, an estimated $9.84M sold.

Based on aggregated 13F filings for Q2 2025.