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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
BFG
1226
Birch Financial Group
New Hampshire
$217K +$212K +6,351 New
FFC
1227
First Financial Corp
Indiana
$217K
MCIA
1228
Mountain Capital Investment Advisors
Colorado
$216K +$7.96K +239 +4%
MWA
1229
Medallion Wealth Advisors
Connecticut
$216K +$50.9K +1,529 +32%
HIC
1230
Holderness Investments Company
North Carolina
$216K -$3.33K -100 -2%
CFGW
1231
Chancellor Financial Group WB
Pennsylvania
$216K +$211K +6,330 New
AssetMark Inc
1232
AssetMark Inc
California
$215K +$165K +4,957 +366%
KNW
1233
Kesler Norman & Wride
Utah
$215K +$210K +6,309 New
DIS
1234
Diversified Investment Strategies
Louisiana
$215K -$36.6K -1,100 -15%
SMA
1235
Sage Mountain Advisors
Georgia
$215K +$210K +6,297 New
PIA
1236
Perennial Investment Advisors
California
$214K -$72.6K -2,181 -26%
RPGK
1237
Retirement Planning Group (Kansas)
Kansas
$214K +$209K +6,265 New
SF
1238
Symphony Financial
Texas
$214K +$3.7K +111 +2%
HCM
1239
Hudson Capital Management
New Jersey
$213K +$207K +6,230 New
NRG
1240
Nemes Rush Group
Michigan
$212K
3IP
1241
3Chopt Investment Partners
Virginia
$212K +$206K +6,200 New
FZCM
1242
Flynn Zito Capital Management
New York
$211K +$206K +6,177 New
TIM
1243
Tevis Investment Management
Texas
$211K
LCM
1244
LVM Capital Management
Michigan
$210K +$205K +6,152 New
MFF
1245
Michels Family Financial
Texas
$210K +$205K +6,141 New
WTB
1246
Washington Trust Bank
Washington
$209K +$204K +6,129 New
VST
1247
Van Strum & Towne
California
$208K +$203K +6,100 New
BMC
1248
Beaton Management Company
Massachusetts
$208K +$202K +6,080 New
BAAM
1249
Baker Avenue Asset Management
California
$208K +$203K +6,091 New
AFA
1250
AA Financial Advisors
Ohio
$208K +$203K +6,084 New

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.