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Enterprise Products Partners
EPD

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: 70 → 72 (+2)

2% more funds holding

Funds holding: 1,441 → 1,474 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$258M
2
IG
ING Group
Netherlands
+$69.3M
3
AA
ALPS Advisors
Colorado
+$65.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$54.1M
5
N
Natixis
France
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
2
Goldman Sachs
Goldman Sachs
New York
-$76.1M
3
NC
Nicholas Company
Wisconsin
-$56.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$56.1M
5
Citigroup
Citigroup
New York
-$48M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1251
Apricus Wealth
South Carolina
$207K +$202K +6,075 New
HWM
1252
HRC Wealth Management
Idaho
$207K +$202K +6,068 New
WC
1253
Weil Company
California
$207K +$202K +6,065 New
FFO
1254
Fiduciary Family Office
Florida
$207K +$202K +6,060 New
CB
1255
CNB Bank
Pennsylvania
$206K +$33.3K +1,000 +20%
SGC
1256
Slocum, Gordon & Co
Rhode Island
$205K – – –
DIM
1257
DLK Investment Management
California
$205K +$200K +6,000 New
GMA
1258
Glassy Mountain Advisors
Maryland
$205K +$200K +6,000 New
IVP
1259
Intrinsic Value Partners
Arizona
$205K +$200K +6,000 New
PIA
1260
Pinion Investment Advisors
Kansas
$205K +$200K +6,000 New
FFP
1261
Freedom Financial Partners
Minnesota
$205K +$200K +5,999 New
RIA
1262
Realta Investment Advisors
Delaware
$204K -$103K -3,099 -34%
AIA
1263
Arbor Investment Advisors
North Carolina
$203K +$198K +5,956 New
MKC
1264
M. Kraus & Co
Vermont
$203K +$198K +5,933 New
DWMS
1265
Dominguez Wealth Management Solutions
Virginia
$201K +$196K +5,900 New
CWS
1266
Cypress Wealth Services
California
$201K +$196K +5,892 New
AF
1267
Advisornet Financial
Minnesota
$201K +$10.4K +313 +6%
SC
1268
Sawyer & Company
Massachusetts
$201K – – –
CCM
1269
Cloud Capital Management
Washington
$201K +$196K +5,889 New
PWA
1270
PCG Wealth Advisors
Kansas
$201K +$196K +5,880 New
WAOTB
1271
Wealth Advisors of Tampa Bay
Florida
$201K +$196K +5,875 New
PWP
1272
Pursue Wealth Partners
California
$201K +$196K +5,875 New
CWC
1273
Carolinas Wealth Consulting
North Carolina
$195K – – –
CT
1274
Caldwell Trust
Florida
$195K – – –
WSCM
1275
Wellington Shields Capital Management
New York
$195K – – –
49 50
51
52 53

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.