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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
RCA
901
Resonant Capital Advisors
Wisconsin
$245K
PFA
902
Pettinga Financial Advisors
Indiana
$245K -$285K -14,612 -53%
HGA
903
Hobbs Group Advisors
South Carolina
$245K -$13.7K -702 -5%
WFM
904
Wolff Financial Management
Michigan
$244K +$351 +18 +0.1%
PSP
905
Principal Street Partners
Tennessee
$243K
SRC
906
Shufro Rose & Co
New York
$242K
SCM
907
Sterling Capital Management
North Carolina
$242K
BFS
908
Bradley Foster & Sargent
Connecticut
$241K
MSFS
909
Main Street Financial Solutions
Pennsylvania
$241K -$167K -8,561 -40%
RA
910
Ruggaard & Associates
Ohio
$241K
MSFP
911
Mark Sheptoff Financial Planning
Connecticut
$241K +$9.74K +500 +4%
SA
912
Strategic Advocates
Utah
$239K +$39.6K +2,035 +19%
PPG
913
Peak Planning Group
Colorado
$238K +$26.2K +1,344 +12%
MFS
914
Madrona Financial Services
Washington
$238K
PA
915
Probity Advisors
Texas
$238K -$974 -50 -0.4%
WC
916
Weil Company
California
$238K +$249K +12,805 New
UWP
917
Uniting Wealth Partners
Kansas
$233K +$136 +7 +0.1%
LCS
918
Levin Capital Strategies
New York
$233K -$97.4K -5,000 -29%
Lazard Asset Management
919
Lazard Asset Management
New York
$233K +$20.6K +1,057 +9%
GC
920
Grimes & Company
Massachusetts
$232K -$19.6K -1,007 -7%
TF
921
Tompkins Financial
New York
$232K
WC
922
Woodstock Corp
Massachusetts
$232K
NSG
923
Nalls Sherbakoff Group
Tennessee
$232K +$243K +12,499 New
WAG
924
Winthrop Advisory Group
Massachusetts
$232K
FAIM
925
Financial Advocates Investment Management
Washington
$232K -$112K -5,769 -32%

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.