We are live on ! Find out more
EPD icon

Enterprise Products Partners

1,439 hedge funds and large institutions have $17.4B invested in Enterprise Products Partners in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 568 increasing their positions, 395 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $349M | Put options by funds: $120M

44% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 395

0.05% less ownership

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

2% less funds holding

Funds holding: 1,4741,439 (-35)

8% less capital invested

Capital invested by funds: $18.8B → $17.4B (-$1.44B)

17% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 109

17% less funds holding in top 10

Funds holding in top 10: 7260 (-12)

Holders
1,439
Holders Change
-35
Holders Change %
-2.37%
% of All Funds
18.95%
Holding in Top 10
60
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-16.67%
% of All Funds
0.79%
New
91
Increased
568
Reduced
395
Closed
109
Calls
$349M
Puts
$120M
Net Calls
+$229M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
601
Douglass Winthrop Advisors
New York
$973K +$381K +12,220 +64%
BOCH
602
Blue Owl Capital Holdings
New York
$970K
AWM
603
Angeles Wealth Management
California
$964K -$149K -4,778 -13%
SFO
604
Stokes Family Office
Louisiana
$952K +$264K +8,463 +38%
TIAA Trust, National Association
605
TIAA Trust, National Association
North Carolina
$948K +$61.9K +1,986 +7%
MCM
606
Morton Capital Management
California
$948K +$239K +7,679 +34%
VIP
607
Vista Investment Partners
Oklahoma
$946K
PPWM
608
Perissos Private Wealth Management
Oklahoma
$944K -$172K -5,513 -15%
RSWM
609
Robertson Stephens Wealth Management
California
$944K +$4.05K +130 +0.4%
SP
610
Stablepoint Partners
Massachusetts
$943K
NAG
611
Northstar Advisory Group
New Jersey
$941K +$945K +30,346 New
RFP
612
Root Financial Partners
California
$941K -$38.9K -1,249 -4%
MMG
613
Monetary Management Group
Missouri
$935K
SMG
614
Smart Money Group
Texas
$934K +$36.3K +1,166 +4%
HIP
615
Harrell Investment Partners
Texas
$933K +$937K +30,071 New
CAMG
616
CWA Asset Management Group
Florida
$930K +$70.3K +2,257 +8%
ASC
617
Atalanta Sosnoff Capital
New York
$930K -$312K -10,000 -25%
AO
618
Advisor OS
Illinois
$929K +$93 +3 +0%
WF
619
Welch & Forbes
Massachusetts
$929K
ACA
620
Aptus Capital Advisors
Alabama
$924K +$494K +15,842 +114%
AWM
621
Allen Wealth Management
North Carolina
$924K -$22K -707 -2%
PPC
622
Park Place Capital
Alabama
$919K +$913K +29,299 +8,772%
HNB
623
Hilltop National Bank
Wyoming
$919K +$924K +29,647 New
UCFA
624
United Capital Financial Advisors
Texas
$909K +$295K +9,478 +48%
RWM
625
Rockwood Wealth Management
Pennsylvania
$906K

EPD Hedge Fund Activity: Q2 2025 in Review

1,439 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2025, worth a combined $17.4B — down 7.7% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of EPD and 91 opened new positions — a net loss of 18 holders — while 395 trimmed existing stakes and 568 added.

The largest buyer was Blackstone Inc, adding an estimated $126M. The largest seller was Morgan Stanley, cutting an estimated $164M.

  • 1,439 institutional investors held Enterprise Products Partners (EPD) as of Q2 2025, down from 1,474 in Q1 2025.
  • Funds reported $17.4B of Enterprise Products Partners stock for Q2 2025, down 7.7% quarter-over-quarter.
  • 91 funds opened new Enterprise Products Partners positions in Q2 2025 and 109 closed out, a net change of -18 holders.
  • The largest Enterprise Products Partners buyer in Q2 2025 was Blackstone Inc, an estimated $126M added.
  • The largest Enterprise Products Partners seller in Q2 2025 was Morgan Stanley, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2025.