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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
UB
776
Umpqua Bank
Oregon
$571K +$561K +17,996 New
AFG
777
Albion Financial Group
Utah
$569K
HH
778
HWG Holdings
Texas
$568K +$13.3K +427 +2%
NCM
779
Narwhal Capital Management
Georgia
$564K -$249K -8,000 -31%
KWA
780
Kingswood Wealth Advisors
California
$561K -$33K -1,058 -6%
ST
781
Somerset Trust
Pennsylvania
$559K +$562K +18,035 New
AA
782
Armis Advisers
Georgia
$559K +$322K +10,349 +140%
CCWA
783
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$558K
VCAM
784
Van Cleef Asset Management
Ohio
$558K +$39K +1,252 +7%
WAAG
785
Wealth Alliance Advisory Group
Kansas
$555K +$39.9K +1,280 +8%
OIM
786
Oder Investment Management
California
$554K +$50.4K +1,618 +10%
CA
787
Crumly & Associates
Illinois
$551K +$8.26K +265 +2%
PJSIMP
788
P.J. Schmidt Investment Management (PJS)
Wisconsin
$551K
SN
789
Sittner & Nelson
Oregon
$548K -$18.7K -600 -3%
FM
790
Family Management
New York
$547K
CD
791
Chapin Davis
Maryland
$546K
CSIC
792
Clifford Swan Investment Counsel
California
$546K
AAS
793
Ameritas Advisory Services
Nebraska
$545K -$757K -24,286 -58%
CWM
794
Collaborative Wealth Management
Florida
$544K -$685 -22 -0.1%
ST
795
Smithfield Trust
Pennsylvania
$544K
PA
796
PSI Advisors
Florida
$543K -$57K -1,828 -9%
LFG
797
Larson Financial Group
Missouri
$542K -$18.7K -600 -3%
PPC
798
Pennington Partners & Co
Maryland
$539K -$6.23K -200 -1%
HSA
799
HBK Sorce Advisory
Pennsylvania
$538K -$144K -4,615 -21%
WA
800
Wealthstar Advisors
Texas
$536K -$118K -3,778 -18%

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.