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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
IA
376
Intellus Advisors
Florida
$1.71M +$2.42K +124 +0.1%
WIA
377
World Investment Advisors
California
$1.71M +$81.8K +4,200 +5%
EWA
378
Exencial Wealth Advisors
Oklahoma
$1.7M +$15.3K +783 +0.9%
UFA
379
Uptown Financial Advisors
Texas
$1.69M
FIA
380
Foundations Investment Advisors
Arizona
$1.66M +$127K +6,530 +8%
AWM
381
Avior Wealth Management
Nebraska
$1.66M +$402K +20,650 +30%
CIG
382
Cascade Investment Group
Colorado
$1.65M -$39.5K -2,025 -2%
AGP
383
Autumn Glory Partners
Texas
$1.65M -$429K -22,000 -20%
JPLA
384
Joseph P. Lucia & Associates
New York
$1.64M +$426K +21,892 +33%
KFA
385
Kelleher Financial Advisors
New York
$1.61M +$110K +5,630 +7%
CA
386
Cornerstone Advisory
Maryland
$1.61M +$1.35M +69,533 +216%
ACM
387
Avos Capital Management
Washington
$1.59M -$84.3K -4,326 -5%
SMH
388
Sanders Morris Harris
Texas
$1.59M -$39K -2,000 -2%
SBIA
389
Sheaff Brock Investment Advisors
Indiana
$1.59M -$372K -19,090 -18%
GAM
390
Griffin Asset Management
New York
$1.59M -$259K -13,284 -13%
BBHC
391
Brown Brothers Harriman & Co
New York
$1.59M +$56.5K +2,900 +4%
SFS
392
Summit Financial Strategies
Ohio
$1.58M -$7.62K -391 -0.5%
BAM
393
Belpointe Asset Management
Nevada
$1.58M +$139K +7,154 +9%
FFP
394
FourThought Financial Partners
Florida
$1.57M -$10.2K -522 -0.6%
PM
395
Penbrook Management
New York
$1.55M -$682 -35 -0%
PCS
396
Personal CFO Solutions
New Jersey
$1.53M -$3.06K -157 -0.2%
EC
397
Enhancing Capital
Pennsylvania
$1.5M
LW
398
Linscomb Wealth
Texas
$1.5M +$181K +9,303 +13%
ADMI
399
Albert D. Mason Inc
Massachusetts
$1.48M -$127K -6,514 -8%
ML
400
McAdam LLC
Pennsylvania
$1.48M +$42.7K +2,191 +3%

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.