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EMO

ClearBridge Energy Midstream Opportunity Fund

105 hedge funds and large institutions have $238M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

1.32% less ownership

Funds ownership: 28.55%27.24% (-1.3%)

4% less funds holding

Funds holding: 109105 (-4)

8% less capital invested

Capital invested by funds: $258M → $238M (-$20M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$134K
AWM
77
Activest Wealth Management
Florida
$108K
HIA
78
Harbor Investment Advisory
Maryland
$101K
SIS
79
Strategic Investment Solutions
Illinois
$43.1K
M
80
MOTCO
Texas
$42.4K +$40.5K +886 New
BWL
81
Bogart Wealth LLC
Virginia
$41.5K
PWA
82
Physician Wealth Advisors
Utah
$40.5K
FIA
83
FNY Investment Advisers
New York
$33K
TIM
84
Thompson Investment Management
Wisconsin
$32K +$30.6K +668 New
AF
85
Allworth Financial
California
$28.8K +$27.5K +600 New
CFB
86
Cullen/Frost Bankers
Texas
$23.6K
LI
87
LRI Investments
Florida
$21.8K
TSMHT
88
Thurston Springer Miller Herd & Titak
Indiana
$19.4K +$18.5K +405 New
GWSG
89
GPS Wealth Strategies Group
Colorado
$17.7K -$14.9K -325 -47%
CI
90
CX Institutional
Indiana
$17K
PSB
91
Piscataqua Savings Bank
New Hampshire
$11.4K
SWA
92
SOA Wealth Advisors
New York
$10.4K +$229 +5 +2%
AW
93
Avion Wealth
Texas
$10K
PMFA
94
Plante Moran Financial Advisors
Michigan
$7.2K
BBHC
95
Brown Brothers Harriman & Co
New York
$6.24K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$5K
PS
97
Principal Securities
Iowa
$4.86K -$2.33K -51 -34%
CT
98
Colonial Trust
South Carolina
$3.65K
FFA
99
Farther Finance Advisors
California
$3.5K
GWM
100
Geneos Wealth Management
Colorado
$3.07K -$2.93K -64 -50%

EMO Hedge Fund Activity: Q2 2025 in Review

105 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2025, worth a combined $238M — down 7.8% from $258M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMO and 10 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 27 added.

The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was Saba Capital Management, exiting entirely with an estimated $9.02M sold.

  • 105 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2025, down from 109 in Q1 2025.
  • Funds reported $238M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2025, down 7.8% quarter-over-quarter.
  • 10 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2025 and 12 closed out, a net change of -2 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2025 was Wells Fargo, an estimated $3.57M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2025 was Saba Capital Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2025.