We are live on ! Find out more
EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

119 hedge funds and large institutions have $262M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

40% more capital invested

Capital invested by funds: $188M → $262M (+$74.6M)

9.34% more ownership

Funds ownership: 22.94% → 32.28% (+9.3%)

6% more funds holding

Funds holding: 112 → 119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
39
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$32.3M
2
AIA
Absolute Investment Advisers
Florida
+$3.68M
3
Morgan Stanley
Morgan Stanley
New York
+$3.64M
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$1.91M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.9M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$5.12M
2
YCM
Yakira Capital Management
Connecticut
-$4.15M
3
BFM
Boothbay Fund Management
New York
-$2.79M
4
AGM
Alpine Global Management
New York
-$2.11M
5
Wells Fargo
Wells Fargo
California
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
QL
26
Quarry LP
New York
$1.57M +$863K +19,739 +127%
WW
27
Wright Wealth
Georgia
$1.4M +$1.37M +31,301 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$1.21M +$2.19K +50 +0.2%
NFG
29
Nations Financial Group
Iowa
$1.2M -$16K -365 -1%
YCM
30
Yakira Capital Management
Connecticut
$1.14M -$4.15M -94,963 -79%
IA
31
IFP Advisors
Florida
$1.09M +$1.44K +33 +0.1%
CEFA
32
Closed-End Fund Advisors
Virginia
$1.04M +$1.02M +23,302 New
HCM
33
Hollencrest Capital Management
California
$861K +$380K +8,690 +82%
Capstone Investment Advisors
34
Capstone Investment Advisors
New York
$852K – – –
M&T Bank
35
M&T Bank
New York
$844K – – –
SI
36
Stephens Inc
Arkansas
$805K +$138K +3,155 +21%
FFWM
37
Future Financial Wealth Management
Ohio
$739K -$264K -6,047 -28%
KWA
38
Kingswood Wealth Advisors
California
$669K +$19.2K +440 +3%
Calamos Advisors
39
Calamos Advisors
Illinois
$641K +$265K +6,060 +73%
IWA
40
Icon Wealth Advisors
Texas
$634K +$1.57K +36 +0.3%
Cerity Partners
41
Cerity Partners
New York
$612K -$10.9K -250 -2%
AWA
42
Arete Wealth Advisors
Illinois
$589K +$132K +3,021 +30%
JP Morgan Chase
43
JP Morgan Chase
New York
$584K +$46.3K +1,060 +9%
CSP
44
Cary Street Partners
Virginia
$558K +$11.1K +253 +2%
IP
45
Indivisible Partners
Florida
$540K +$528K +12,083 New
DADC
46
D.A. Davidson & Co
Montana
$480K -$63.3K -1,448 -12%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$473K +$55.1K +1,260 +14%
RWM
48
Ritholtz Wealth Management
New York
$450K – – –
PI
49
PFG Investments
New York
$449K +$106K +2,420 +32%
HighTower Advisors
50
HighTower Advisors
Illinois
$449K +$11.5K +262 +3%
1
2
3 4 5

EMO Hedge Fund Activity: Q4 2025 in Review

119 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2025, worth a combined $262M — up 40% from $188M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EMO positions and 16 closed out — a net gain of 9 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $32.3M. The largest seller was Nomura Holdings, cutting an estimated $5.12M.

  • 119 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2025, up from 112 in Q3 2025.
  • Funds reported $262M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2025, up 40% quarter-over-quarter.
  • 25 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2025 and 16 closed out, a net change of +9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $32.3M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2025 was Nomura Holdings, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2025.