We are live on ! Find out more
EPD icon

Enterprise Products Partners

1,474 hedge funds and large institutions have $18.8B invested in Enterprise Products Partners in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 550 increasing their positions, 403 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $471M | Put options by funds: $136M

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

36% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 403

7% more capital invested

Capital invested by funds: $17.5B → $18.8B (+$1.25B)

3% more funds holding in top 10

Funds holding in top 10: 7072 (+2)

2% more funds holding

Funds holding: 1,4411,474 (+33)

0.05% more ownership

Funds ownership: 25.46%25.51% (+0.05%)

Holders
1,474
Holders Change
+33
Holders Change %
+2.29%
% of All Funds
19.76%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
0.97%
New
121
Increased
550
Reduced
403
Closed
61
Calls
$471M
Puts
$136M
Net Calls
+$335M
Net Calls Change
+$87M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
Exencial Wealth Advisors
Oklahoma
$3.43M -$409K -12,284 -11%
CA
327
CoreCap Advisors
Michigan
$3.42M +$157K +4,725 +5%
DAS
328
Dynamic Advisor Solutions
Arizona
$3.38M -$5K -150 -0.2%
DA
329
Doliver Advisors
Texas
$3.38M -$3.33K -100 -0.1%
PWM
330
Perigon Wealth Management
California
$3.37M +$62.8K +1,887 +2%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$3.36M -$437K -13,132 -12%
SGCA
332
Steel Grove Capital Advisors
Tennessee
$3.34M -$266K -7,986 -8%
TCWA
333
Turtle Creek Wealth Advisors
Texas
$3.33M +$2.28M +68,606 +237%
TF
334
Trek Financial
Arizona
$3.33M -$366K -10,989 -10%
IA
335
IFG Advisory
Georgia
$3.33M +$755K +22,680 +30%
JIC
336
Joel Isaacson & Co
New York
$3.32M +$41.3K +1,240 +1%
ProShare Advisors
337
ProShare Advisors
Maryland
$3.31M -$377K -11,313 -10%
CCA
338
Cobblestone Capital Advisors
New York
$3.31M -$60.7K -1,822 -2%
AA
339
AlphaQ Advisors
Florida
$3.27M +$139K +4,163 +5%
IA
340
IFP Advisors
Florida
$3.25M -$331K -9,935 -9%
LA
341
Legacy Advisors
Pennsylvania
$3.21M +$27.8K +834 +0.9%
KPWS
342
Kestra Private Wealth Services
Texas
$3.2M +$435K +13,068 +16%
PA
343
Pinnacle Associates
New York
$3.2M -$14.5K -434 -0.5%
HFS
344
Howard Financial Services
Texas
$3.2M +$47.4K +1,423 +2%
VFA
345
Valeo Financial Advisors
Indiana
$3.19M +$40.2K +1,207 +1%
SG
346
StoneX Group
New York
$3.18M +$33.5K +1,005 +1%
BTI
347
Blue Trust Inc
Georgia
$3.16M +$144K +4,309 +5%
TCM
348
Tufton Capital Management
Maryland
$3.15M +$111K +3,324 +4%
Acadian Asset Management
349
Acadian Asset Management
Massachusetts
$3.09M -$3.71M -111,321 -55%
RFC
350
Regions Financial Corp
Alabama
$3.08M +$350K +10,500 +13%

EPD Hedge Fund Activity: Q1 2025 in Review

1,474 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2025, worth a combined $18.8B — up 7.1% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EPD positions and 61 closed out — a net gain of 60 holders — while 550 added to existing stakes and 403 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $258M. The largest seller was Fidelity Investments, cutting an estimated $117M.

  • 1,474 institutional investors held Enterprise Products Partners (EPD) as of Q1 2025, up from 1,441 in Q4 2024.
  • Funds reported $18.8B of Enterprise Products Partners stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 121 funds opened new Enterprise Products Partners positions in Q1 2025 and 61 closed out, a net change of +60 holders.
  • The largest Enterprise Products Partners buyer in Q1 2025 was Morgan Stanley, an estimated $258M added.
  • The largest Enterprise Products Partners seller in Q1 2025 was Fidelity Investments, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.