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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
CWM
551
Congress Wealth Management
Massachusetts
$728K +$761K +39,067 New
SWA
552
SFMG Wealth Advisors
Texas
$722K +$31.4K +1,612 +4%
WA
553
WealthTrust Axiom
Pennsylvania
$717K -$16.8K -860 -2%
SWA
554
Stratos Wealth Advisors
Ohio
$710K +$273 +14 +0%
AFG
555
Atomi Financial Group
New York
$708K +$120K +6,152 +19%
AWA
556
Arete Wealth Advisors
Illinois
$706K -$11.1K -568 -1%
SFC
557
Strategic Financial Concepts
Texas
$702K -$10.9K -561 -1%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$698K
Bessemer Group
559
Bessemer Group
New Jersey
$698K
XF
560
XML Financial
Maryland
$698K -$165K -8,490 -18%
FUBT
561
First United Bank & Trust
Maryland
$698K +$512K +26,291 +234%
MP
562
McDonald Partners
Ohio
$693K +$8.63K +443 +1%
HWA
563
Hilltop Wealth Advisors
North Carolina
$691K
CWIG
564
Chung Wu Investment Group
Texas
$689K
AFP
565
Ausdal Financial Partners
Iowa
$683K -$117K -6,001 -14%
TSWM
566
Tyler-Stone Wealth Management
Ohio
$683K +$47.2K +2,421 +7%
AC
567
Asio Capital
Kentucky
$679K +$58.4K +3,000 +9%
PWM
568
Perigon Wealth Management
California
$677K -$9.7K -498 -1%
MCFP
569
Mallini Complete Financial Planning
Florida
$676K +$5.49K +282 +0.8%
FFN
570
Focus Financial Network
Minnesota
$675K +$193K +9,883 +37%
KAS
571
KPP Advisory Services
Kentucky
$673K +$16K +822 +2%
FA
572
Fiduciary Alliance
South Carolina
$668K +$700K +35,935 New
Jane Street
573
Jane Street
New York
$664K -$18.8M -963,564 -96%
FCM
574
Fortis Capital Management
Washington
$662K +$59K +3,031 +9%
VWA
575
Visionary Wealth Advisors
Illinois
$661K +$23.1K +1,188 +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.