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Energy Transfer Partners

1,212 hedge funds and large institutions have $20.5B invested in Energy Transfer Partners in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 501 increasing their positions, 327 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 327

48% more call options, than puts

Call options by funds: $786M | Put options by funds: $530M

43% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 72

3% more funds holding in top 10

Funds holding in top 10: 7880 (+2)

1% more funds holding

Funds holding: 1,2031,212 (+9)

1.29% less ownership

Funds ownership: 33.46%32.17% (-1.3%)

10% less capital invested

Capital invested by funds: $22.7B → $20.5B (-$2.25B)

Holders
1,212
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
16.25%
Holding in Top 10
80
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.56%
% of All Funds
1.07%
New
103
Increased
501
Reduced
327
Closed
72
Calls
$786M
Puts
$530M
Net Calls
+$257M
Net Calls Change
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
326
Dynamic Advisor Solutions
Arizona
$2.36M -$274K -14,040 -10%
IFG
327
Independent Financial Group
California
$2.34M +$268K +13,767 +12%
MCA
328
Millennium Capital Advisors
Arkansas
$2.28M -$31.7K -1,629 -1%
AWA
329
Arkadios Wealth Advisors
Georgia
$2.26M +$228K +11,717 +11%
STAS
330
Strong Tower Advisory Services
Minnesota
$2.22M +$2.73M +140,093 New
IP
331
Intellectus Partners
California
$2.21M +$128K +6,575 +6%
FFM
332
Forum Financial Management
Illinois
$2.19M -$165K -8,493 -7%
PIWA
333
Prevail Innovative Wealth Advisors
Kansas
$2.18M +$1.74M +89,173 +317%
WSCM
334
Wellington Shields Capital Management
New York
$2.18M -$3.76K -193 -0.2%
SSG
335
Summit Securities Group
New York
$2.17M -$8.37M -429,500 -79%
NRC
336
New Republic Capital
North Carolina
$2.16M
QPW
337
Quantum Private Wealth
Florida
$2.15M -$14.4K -739 -0.6%
EA
338
Ellsworth Advisors
Ohio
$2.12M +$100K +5,132 +5%
PP
339
Pingora Partners
Wyoming
$2.11M
IF
340
Intrua Financial
Texas
$2.1M -$57.6K -2,959 -3%
BA
341
Baugh & Associates
Georgia
$2.08M +$655K +33,604 +39%
JCM
342
Jacobi Capital Management
Pennsylvania
$2.07M +$9.78K +502 +0.5%
MWM
343
Meridian Wealth Management
Kentucky
$2.05M +$15.2K +780 +0.7%
KMC
344
Kirr Marbach & Co
Indiana
$2.05M -$74.5K -3,825 -3%
WB
345
WesBanco Bank
West Virginia
$2.04M +$81.8K +4,200 +4%
AWF
346
Alpha Wealth Funds
Utah
$2.04M
CIC
347
Chase Investment Counsel
Virginia
$2.03M +$525K +26,930 +33%
DC
348
Davenport & Co
Virginia
$2.03M +$21.7K +1,116 +1%
AWE
349
Avidian Wealth Enterprises
Texas
$2M +$96.7K +4,962 +5%
SWM
350
Silverlake Wealth Management
Vermont
$2M -$3.53K -181 -0.2%

ET Hedge Fund Activity: Q1 2025 in Review

1,212 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2025, worth a combined $20.5B — down 9.9% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ET positions and 72 closed out — a net gain of 31 holders — while 501 added to existing stakes and 327 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $168M. The largest seller was Morgan Stanley, cutting an estimated $468M.

  • 1,212 institutional investors held Energy Transfer Partners (ET) as of Q1 2025, up from 1,203 in Q4 2024.
  • Funds reported $20.5B of Energy Transfer Partners stock for Q1 2025, down 9.9% quarter-over-quarter.
  • 103 funds opened new Energy Transfer Partners positions in Q1 2025 and 72 closed out, a net change of +31 holders.
  • The largest Energy Transfer Partners buyer in Q1 2025 was ALPS Advisors, an estimated $168M added.
  • The largest Energy Transfer Partners seller in Q1 2025 was Morgan Stanley, an estimated $468M sold.

Based on aggregated 13F filings for Q1 2025.