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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
PTC
726
Private Trust Company
Ohio
$707K +$132K +3,949 +24%
PIMG
727
Patriot Investment Management Group
Tennessee
$706K +$6.03K +181 +0.9%
TWM
728
Tradition Wealth Management
Minnesota
$705K -$12.7K -382 -2%
LWL
729
Leo Wealth LLC
Texas
$703K -$173K -5,190 -20%
FDCDDQ
730
Federation des caisses Desjardins du Quebec
Quebec, Canada
$703K +$502K +15,082 +273%
BWP
731
BSW Wealth Partners
Colorado
$703K +$3.2K +96 +0.5%
MA
732
Modus Advisors
Minnesota
$702K +$167 +5 +0%
CH
733
Canton Hathaway
Rhode Island
$702K +$99.9K +3,000 +17%
JWM
734
JFG Wealth Management
Colorado
$692K
JCM
735
Jacobi Capital Management
Pennsylvania
$691K +$8.66K +260 +1%
JPMIA
736
J.P. Marvel Investment Advisors
Massachusetts
$691K
SWA
737
Stratos Wealth Advisors
Ohio
$687K +$53.4K +1,602 +9%
SFC
738
Strategic Financial Concepts
Texas
$686K -$111K -3,328 -14%
RFA
739
Register Financial Advisors
Georgia
$685K +$33.3K +1,000 +5%
LCM
740
Liberty Capital Management
Michigan
$685K
RA
741
RFG Advisory
Alabama
$685K -$21.7K -652 -3%
WPC
742
Wedmont Private Capital
Pennsylvania
$683K +$2.33K +70 +0.3%
EFA
743
Evernest Financial Advisors
Indiana
$683K
RCAG
744
Rehmann Capital Advisory Group
Michigan
$679K -$31.8K -956 -5%
GIM
745
Groesbeck Investment Management
New Jersey
$677K
UCFA
746
United Capital Financial Advisors
Texas
$677K +$67.5K +2,028 +11%
1L
747
10Elms LLP
Oklahoma
$677K
SCA
748
Sippican Capital Advisors
Massachusetts
$674K +$3.33K +100 +0.5%
YWM
749
Yukon Wealth Management
Kansas
$673K +$656K +19,703 New
ST
750
Sabal Trust
Florida
$671K -$33.3K -1,000 -5%

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.