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Excelerate Energy

190 hedge funds and large institutions have $935M invested in Excelerate Energy in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $6.65M | Put options by funds: $2.08M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

26% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 53

14% more capital invested

Capital invested by funds: $819M → $935M (+$116M)

4% more funds holding

Funds holding: 182190 (+8)

2.56% more ownership

Funds ownership: 101.63%104.19% (+2.6%)

Holders
190
Holders Change
+8
Holders Change %
+4.4%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
41
Increased
67
Reduced
53
Closed
28
Calls
$6.65M
Puts
$2.08M
Net Calls
+$4.58M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$220M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$101M +$19.5M +719,148 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$67.5M +$317K +11,731 +0.5%
BlackRock
4
BlackRock
New York
$53.5M +$282K +10,410 +0.5%
RIM
5
Ranger Investment Management
Texas
$34.2M -$10.6M -393,494 -24%
TCA
6
Tortoise Capital Advisors
Kansas
$32.7M -$1.28M -47,429 -4%
CCM
7
Copeland Capital Management
Pennsylvania
$30.7M +$29.6M +1,092,965 New
TCM
8
TimesSquare Capital Management
New York
$26.6M +$693K +25,600 +3%
KACA
9
Kayne Anderson Capital Advisors
California
$25.6M +$3.5M +129,498 +17%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$23.4M +$6M +221,593 +36%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$19.7M +$279K +10,323 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.8M +$372K +13,761 +2%
State Street
13
State Street
Massachusetts
$14.6M +$140K +5,184 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$14.2M +$2.86M +105,710 +26%
UBS Group
15
UBS Group
Switzerland
$11.7M +$4.97M +183,664 +79%
SG
16
Sourcerock Group
Colorado
$10.9M +$351K +12,966 +3%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$10.6M -$5.8M -214,489 -36%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$10.4M -$2.32M -85,647 -19%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$10.2M -$941K -34,775 -9%
Morgan Stanley
20
Morgan Stanley
New York
$10M +$2.1M +77,574 +28%
JP Morgan Chase
21
JP Morgan Chase
New York
$9.48M -$1.9M -70,206 -17%
EA
22
Emerald Advisers
Pennsylvania
$8.92M +$248K +9,149 +3%
Northern Trust
23
Northern Trust
Illinois
$8.89M +$3.35M +123,752 +64%
Squarepoint
24
Squarepoint
New York
$7.98M -$1.73M -63,957 -18%
Goldman Sachs
25
Goldman Sachs
New York
$6.93M -$1.14M -42,212 -15%