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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
LWM
601
LongView Wealth Management
Georgia
$610K -$4.85K -249 -0.8%
NGA
602
Naples Global Advisors
Florida
$610K -$19.5K -1,000 -3%
TFS
603
Thoroughbred Financial Services
Tennessee
$609K +$187K +9,592 +41%
HCM
604
Hilton Capital Management
New York
$609K
GWSG
605
GPS Wealth Strategies Group
Colorado
$608K +$17K +875 +3%
HS
606
Horan Securities
United States
$608K +$10.4K +534 +2%
ARC
607
Advisor Resource Council
Texas
$608K +$774K +39,717 New
JSL
608
JT Stratford LLC
Georgia
$607K +$637K +32,677 New
BJL
609
Brighton Jones LLC
Washington
$606K +$157K +8,057 +33%
DWA
610
Douglass Winthrop Advisors
New York
$605K +$335K +17,200 +112%
LSPW
611
Lake Street Private Wealth
Illinois
$600K -$74.7K -3,832 -11%
DA
612
Doliver Advisors
Texas
$599K -$14.5K -743 -2%
BWL
613
Bogart Wealth LLC
Virginia
$598K +$8.26K +424 +1%
FB
614
Fulton Bank
Pennsylvania
$598K
Baird Financial Group
615
Baird Financial Group
Wisconsin
$596K +$185K +9,500 +42%
WG
616
Welch Group
Alabama
$596K +$58K +2,979 +10%
RBC
617
Romano Brothers & Co
Illinois
$595K
MCA
618
Magnolia Capital Advisors
Mississippi
$594K +$13.3K +681 +2%
WCM
619
Winebrenner Capital Management
Kentucky
$590K -$59.8K -3,069 -9%
CAM
620
Covenant Asset Management
New Jersey
$590K +$7.13K +366 +1%
IWP
621
Invenio Wealth Partners
Florida
$590K -$97.4K -5,000 -14%
CI
622
Conning Inc
Connecticut
$589K
LWM
623
Laidlaw Wealth Management
New York
$588K +$171K +8,780 +38%
Allspring Global Investments
624
Allspring Global Investments
North Carolina
$584K
CCWA
625
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$582K +$1.95K +100 +0.3%

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.