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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
MQWP
401
Morey & Quinn Wealth Partners
Nebraska
$2.29M +$70.8K +2,125 +3%
SAM
402
Smithbridge Asset Management
Pennsylvania
$2.28M +$2.23M +66,851 New
CAC
403
Certified Advisory Corp
Florida
$2.27M +$606K +18,198 +38%
GWM
404
Geneos Wealth Management
Colorado
$2.27M +$1.36M +40,849 +159%
GS
405
GWN Securities
Florida
$2.24M +$1.81M +54,272 +346%
OWP
406
Obermeyer Wealth Partners
Colorado
$2.24M +$504K +15,119 +30%
CST
407
Charles Schwab Trust
Nevada
$2.24M
OWP
408
ORG Wealth Partners
Texas
$2.24M +$390K +11,702 +22%
UAG
409
United Advisor Group
Ohio
$2.21M +$33.4K +1,003 +2%
ACL
410
Applied Capital LLC
Florida
$2.2M +$53.8K +1,616 +3%
LC
411
Lindbrook Capital
California
$2.2M -$568K -17,064 -21%
VWA
412
Visionary Wealth Advisors
Illinois
$2.2M +$300 +9 +0%
MS
413
Madden Securities
Texas
$2.2M -$9.99K -300 -0.5%
BCM
414
Basso Capital Management
Connecticut
$2.19M -$167 -5 -0%
IF
415
Intrua Financial
Texas
$2.19M +$9.03K +271 +0.4%
OCM
416
Orleans Capital Management
Louisiana
$2.18M
ORG
417
Optimist Retirement Group
Washington
$2.17M -$113K -3,382 -5%
AWE
418
Avidian Wealth Enterprises
Texas
$2.17M +$58.5K +1,756 +3%
GP
419
Greenline Partners
New York
$2.16M +$198K +5,943 +10%
SIC
420
Samalin Investment Counsel
New York
$2.15M +$24.5K +737 +1%
SCM
421
SCS Capital Management
Massachusetts
$2.14M +$2.09M +62,640 New
PCM
422
Palisade Capital Management
New Jersey
$2.12M
IWM
423
IHT Wealth Management
Illinois
$2.11M +$48.4K +1,452 +2%
SBIA
424
Sheaff Brock Investment Advisors
Indiana
$2.11M +$40K +1,201 +2%
WA
425
Whipplewood Advisors
Colorado
$2.09M -$2.04M -61,111 -100%

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.