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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
SC
826
Summa Corp
Texas
$529K
HR
827
Howe & Rusling
New York
$529K -$699 -21 -0.1%
CCFM
828
Clear Creek Financial Management
Washington
$528K +$167K +5,028 +48%
SAM
829
Summit Asset Management
Tennessee
$527K +$31.9K +958 +7%
FWP
830
FAS Wealth Partners
Kansas
$526K +$2.43K +73 +0.5%
FAG
831
Fortitude Advisory Group
Washington
$525K +$33.8K +1,014 +6%
PWM
832
Palumbo Wealth Management
New York
$523K
WPC
833
White Pine Capital
Minnesota
$521K +$509K +15,271 New
PC
834
Port Capital
Illinois
$521K
SRC
835
Shufro Rose & Co
New York
$521K
KA
836
Kovack Advisors
Florida
$519K -$294K -8,835 -37%
WCM
837
Winebrenner Capital Management
Kentucky
$519K -$23K -691 -4%
DT
838
Diversified Trust
Tennessee
$516K +$60.6K +1,821 +14%
PCMC
839
Paragon Capital Management (Colorado)
Colorado
$512K
AAMC
840
Asset Allocation & Management Company
Illinois
$512K +$500K +15,000 New
SFG
841
Sovereign Financial Group
Connecticut
$511K +$16.7K +500 +3%
WEG
842
World Equity Group
Illinois
$511K +$3.26K +98 +0.6%
AWM
843
Avior Wealth Management
Nebraska
$510K -$82.1K -2,464 -14%
WDC
844
Woodward Diversified Capital
California
$509K
NLP
845
Next Level Private
New York
$508K +$7.36K +221 +2%
PPG
846
Peak Planning Group
Colorado
$507K +$5K +150 +1%
GBA
847
Garrison Bradford & Associates
New York
$507K +$3.2K +96 +0.7%
GAM
848
Gould Asset Management
California
$505K +$100 +3 +0%
HIA
849
Harbor Investment Advisory
Maryland
$504K +$6K +180 +1%
AWA
850
Arete Wealth Advisors
Illinois
$503K -$399K -11,985 -45%

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.