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Excelerate Energy

180 hedge funds and large institutions have $819M invested in Excelerate Energy in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

10% less funds holding

Funds holding: 199180 (-19)

16% less capital invested

Capital invested by funds: $973M → $819M (-$155M)

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.89M
Puts
$15K
Net Calls
Net Calls Change

Top Buyers

1 +$10.8M
2 +$9.92M
3 +$8.51M
4
SG
Sourcerock Group
Colorado
+$8.37M
5
Squarepoint
Squarepoint
New York
+$5.98M

Top Sellers

1 -$14.4M
2 -$6.94M
3 -$6.57M
4
Ameriprise
Ameriprise
Minnesota
-$6.52M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$8K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$7.61K
SAM
153
Shell Asset Management
Netherlands
$7K
HCA
154
Harbor Capital Advisors
Illinois
$7K
GI
155
GAMMA Investing
California
$6.78K
GLF
156
Groupe la Francaise
France
$6.36K
UB
157
UMB Bank
Missouri
$6.3K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$5.51K
QT
159
Quantbot Technologies
New York
$5.42K
VCM
160
Versant Capital Management
Arizona
$5.11K
SAM
161
Smartleaf Asset Management
Massachusetts
$3.93K
A
162
AlphaQuest
New York
$3.68K
FHC
163
First Horizon Corporation
Tennessee
$3.4K
AAP
164
Arax Advisory Partners
Colorado
$2.49K
CPG
165
Cornerstone Planning Group
New Jersey
$2.29K
CIAM
166
Caitong International Asset Management
Hong Kong
$2.02K
FFA
167
Farther Finance Advisors
California
$1.66K
EWA
168
EverSource Wealth Advisors
Alabama
$1.31K
PA
169
Parallel Advisors
California
$1.23K
CAL
170
Capital Advisors Ltd
Ohio
$1K
LFG
171
Larson Financial Group
Missouri
$907
FNWA
172
Financial Network Wealth Advisors
Utah
$756
RIL
173
Rothschild Investment LLC
Illinois
$504
ASN
174
Advisory Services Network
Georgia
$227
AF
175
Allworth Financial
California
$202