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Delek Logistics

84 hedge funds and large institutions have $504M invested in Delek Logistics in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $484M → $504M (+$20.1M)

0% more funds holding

Funds holding: 8484 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.53% less ownership

Funds ownership: 22.26%21.72% (-0.53%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

38% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $17.5M

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
25
Closed
15
Calls
$10.9M
Puts
$17.5M
Net Calls
-$6.7M
Net Calls Change
-$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$333K -$8.51K -200 -3%
AWM
52
Apollon Wealth Management
South Carolina
$332K +$1.49K +35 +0.5%
STA
53
Summit Trail Advisors
New York
$320K -$170K -4,000 -35%
IAA
54
Independent Advisor Alliance
North Carolina
$295K +$290K +6,830 New
DTC
55
Davidson Trust Company
Washington
$264K
P
56
&Partners
Tennessee
$262K
HWM
57
HB Wealth Management
Georgia
$250K +$245K +5,769 New
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$246K +$242K +5,695 New
MOS
59
MGO One Seven
Ohio
$242K +$30.8K +725 +15%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$239K +$6K +141 +3%
VanEck Associates
61
VanEck Associates
New York
$239K +$29K +682 +14%
DAC
62
Dividend Assets Capital
South Carolina
$222K
Stifel Financial
63
Stifel Financial
Missouri
$213K -$6.59K -155 -3%
LC
64
Lindbrook Capital
California
$151K -$63.8K -1,500 -30%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$150K -$24.2K -570 -14%
SN
66
Sittner & Nelson
Oregon
$108K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$106K
SOAMC
68
Spirit of America Management Corp
New York
$86.5K
FFWM
69
Future Financial Wealth Management
Ohio
$69.2K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$64.9K
SW
71
SVB Wealth
Massachusetts
$53K +$52K +1,224 New
FFA
72
Farther Finance Advisors
California
$51.6K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$44.6K
TRCT
74
Tower Research Capital (TRC)
New York
$41.7K +$17.1K +402 +71%
Osaic Holdings
75
Osaic Holdings
Arizona
$33.6K -$43.7K -1,028 -57%

DKL Hedge Fund Activity: Q1 2025 in Review

84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q1 2025, worth a combined $504M — up 4.2% from $484M a quarter earlier.

Fund positioning in DKL was balanced in Q1 2025: 15 funds opened new positions, 15 closed out, 23 added to existing stakes and 25 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $43.7M. The largest seller was Morgan Stanley, cutting an estimated $28.4M.

  • 84 institutional investors held Delek Logistics (DKL) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $504M of Delek Logistics stock for Q1 2025, up 4.2% quarter-over-quarter.
  • 15 funds opened new Delek Logistics positions in Q1 2025 and 15 closed out, a net change of 0 holders.
  • The largest Delek Logistics buyer in Q1 2025 was ALPS Advisors, an estimated $43.7M added.
  • The largest Delek Logistics seller in Q1 2025 was Morgan Stanley, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2025.