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Enterprise Products Partners
EPD

Overview Fund Activity

1,456 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, 545 increasing their positions, 399 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,456
Holders Change
+28
Holders Change %
+1.96%
% of All Funds
19.78%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
0.98%
New
121
Increased
545
Reduced
399
Closed
60
Calls
$471M
Puts
$136M
Net Calls
+$335M
Net Calls Change
+$87M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$265M
2
IG
ING Group
Netherlands
+$71.1M
3
AA
ALPS Advisors
Colorado
+$67.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$55.5M
5
N
Natixis
France
+$31.3M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$1.62B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$120M
3
Goldman Sachs
Goldman Sachs
New York
-$78M
4
NC
Nicholas Company
Wisconsin
-$58.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$57.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
401
Certified Advisory Corp
Florida
$2.27M +$621K +18,198 +38%
GWM
402
Geneos Wealth Management
Colorado
$2.27M +$1.39M +40,849 +159%
GS
403
GWN Securities
Florida
$2.24M +$1.74M +54,272 +346%
OWP
404
Obermeyer Wealth Partners
Colorado
$2.24M +$516K +15,119 +30%
CST
405
Charles Schwab Trust
Nevada
$2.24M – – –
OWP
406
ORG Wealth Partners
Texas
$2.24M +$400K +11,702 +22%
UAG
407
United Advisor Group
Ohio
$2.21M +$34.2K +1,003 +2%
ACL
408
Applied Capital LLC
Florida
$2.2M +$55.2K +1,616 +3%
LC
409
Lindbrook Capital
California
$2.2M -$583K -17,064 -21%
VWA
410
Visionary Wealth Advisors
Illinois
$2.2M +$307 +9 +0%
MS
411
Madden Securities
Texas
$2.2M -$10.2K -300 -0.5%
BCM
412
Basso Capital Management
Connecticut
$2.19M -$171 -5 -0%
IF
413
Intrua Financial
Texas
$2.19M +$9.25K +271 +0.4%
OCM
414
Orleans Capital Management
Louisiana
$2.18M – – –
ORG
415
Optimist Retirement Group
Washington
$2.17M -$115K -3,382 -5%
AWE
416
Avidian Wealth Enterprises
Texas
$2.17M +$60K +1,756 +3%
GP
417
Greenline Partners
New York
$2.16M +$203K +5,943 +10%
SIC
418
Samalin Investment Counsel
New York
$2.15M +$25.2K +737 +1%
SCM
419
SCS Capital Management
Massachusetts
$2.14M +$2.14M +62,640 New
PCM
420
Palisade Capital Management
New Jersey
$2.12M – – –
IWM
421
IHT Wealth Management
Illinois
$2.11M +$49.6K +1,452 +2%
SBIA
422
Sheaff Brock Investment Advisors
Indiana
$2.11M +$41K +1,201 +2%
WA
423
Whipplewood Advisors
Colorado
$2.09M -$1.62B -61,111 -100%
CSA
424
Cornerstone Select Advisors
Missouri
$2.09M +$249K +7,297 +14%
IA
425
Intellus Advisors
Florida
$2.08M -$39.5K -1,158 -2%
15 16
17
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