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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
RWM
501
Ritholtz Wealth Management
New York
$1.47M +$1.44M +43,114 New
VNA
502
Valley National Advisers
Pennsylvania
$1.47M +$733 +22 +0.1%
IAIM
503
International Assets Investment Management
Florida
$1.46M +$49.1K +1,475 +4%
CCB
504
Country Club Bank
Missouri
$1.46M
BP
505
BBR Partners
New York
$1.45M
GSEP
506
Golden State Equity Partners
California
$1.45M -$9.89K -297 -0.7%
WA
507
WealthTrust Axiom
Pennsylvania
$1.45M -$139K -4,175 -9%
BWL
508
Bogart Wealth LLC
Virginia
$1.44M +$37.7K +1,132 +3%
MIM
509
Moseley Investment Management
Florida
$1.44M +$1.07K +32 +0.1%
OIA
510
OneDigital Investment Advisors
Kansas
$1.43M -$388K -11,657 -22%
PTP
511
Platform Technology Partners
New York
$1.43M +$571K +17,130 +69%
PPW
512
Pasadena Private Wealth
California
$1.42M +$151K +4,531 +12%
WSC
513
Wellington Shields & Co
New York
$1.42M -$30.7K -922 -2%
CFD
514
Creative Financial Designs
Indiana
$1.41M +$125K +3,756 +10%
MWA
515
Meridian Wealth Advisors
Texas
$1.41M
MFG
516
Merit Financial Group
Georgia
$1.4M +$537K +16,136 +65%
VC
517
Veracity Capital
Georgia
$1.39M +$18.7K +562 +1%
HPC
518
HM Payson & Co
Maine
$1.39M +$71.4K +2,145 +6%
SF
519
Synovus Financial
Georgia
$1.38M +$7.29K +219 +0.5%
TW
520
Transform Wealth
Colorado
$1.37M -$202K -6,079 -13%
GP
521
Geneva Partners
Wisconsin
$1.37M
ASC
522
Atalanta Sosnoff Capital
New York
$1.37M
PCA
523
Providence Capital Advisors
North Carolina
$1.37M +$1.33M +40,000 New
NPFS
524
Novak & Powell Financial Services
Florida
$1.35M +$16.8K +504 +1%
TFA
525
Teamwork Financial Advisors
Texas
$1.34M -$257K -7,722 -16%

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.