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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
SFP
1151
Sterling Financial Planning
New Jersey
$251K +$245K +7,356 New
UWM
1152
USAdvisors Wealth Management
Minnesota
$250K +$244K +7,330 New
MW
1153
MBL Wealth
North Carolina
$250K +$3.33K +100 +1%
HTHT
1154
Hemenway Trust Hemenway Trust
New Hampshire
$249K
PIM
1155
Penobscot Investment Management
Massachusetts
$249K +$243K +7,300 New
APW
1156
Aventura Private Wealth
Florida
$248K
PSP
1157
Principal Street Partners
Tennessee
$247K -$5.03K -151 -2%
MWA
1158
Martel Wealth Advisors
Washington
$247K
PJWM
1159
Philip James Wealth Mangement
Georgia
$247K
VDI
1160
Vaughan David Investments
Illinois
$247K
DBIA
1161
Dumont & Blake Investment Advisors
New Jersey
$246K
TRCT
1162
Tower Research Capital (TRC)
New York
$246K -$96.6K -2,900 -29%
IJWM
1163
Inman Jager Wealth Management
Mississippi
$246K
SFS
1164
Stiles Financial Services
Minnesota
$245K +$1.97K +59 +0.8%
SWA
1165
Sax Wealth Advisors
New Jersey
$245K +$9.93K +298 +4%
FCH
1166
Freestone Capital Holdings
Washington
$244K
BCG
1167
Breakwater Capital Group
New Jersey
$244K
WG
1168
Watchman Group
Texas
$243K
GWSG
1169
GPS Wealth Strategies Group
Colorado
$242K +$2.33K +70 +1%
BIA
1170
Barry Investment Advisors
Massachusetts
$242K +$67 +2 +0%
ATC
1171
Adirondack Trust Company
New York
$241K
MTC
1172
McDaniel Terry & Co
Texas
$240K -$26.6K -800 -10%
WFM
1173
Wolff Financial Management
Michigan
$240K
Lazard Asset Management
1174
Lazard Asset Management
New York
$239K +$19.4K +584 +9%
SCM
1175
Sterneck Capital Management
Missouri
$239K -$66.6K -2,000 -22%

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.