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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
AIM
976
AMI Investment Management
Indiana
$204K
Charles Schwab
977
Charles Schwab
California
$204K +$214K +10,965 New
GP
978
Greenline Partners
New York
$203K +$213K +10,922 New
LSA
979
L & S Advisors
California
$203K +$1.66K +85 +0.8%
FCH
980
Freestone Capital Holdings
Washington
$202K -$2.47M -126,999 -92%
FSWA
981
Financial Synergies Wealth Advisors
Texas
$200K +$3.31K +170 +2%
EHC
982
Everett Harris & Co
California
$199K
CFD
983
Creative Financial Designs
Indiana
$198K -$24K -1,230 -10%
OFG
984
Oxford Financial Group
Indiana
$198K -$135K -6,935 -39%
VNA
985
Valley National Advisers
Pennsylvania
$197K +$390 +20 +0.2%
IPW
986
IronBridge Private Wealth
Texas
$197K +$487 +25 +0.2%
SFG
987
Sovereign Financial Group
Connecticut
$196K +$206K +10,565 New
IWP
988
IAG Wealth Partners
Wisconsin
$196K +$1.75K +90 +0.9%
MAM
989
McCarthy Asset Management
California
$196K -$8.9K -457 -4%
CWMK
990
Caliber Wealth Management (Kansas)
Kansas
$196K +$205K +10,520 New
MA
991
Montag & Associates
Georgia
$195K
TDC
992
Thompson Davis & Co
Virginia
$195K
EWM
993
EPG Wealth Management
Georgia
$193K +$2.86K +147 +1%
LWM
994
Lyell Wealth Management
California
$192K
JSW
995
Journey Strategic Wealth
New Jersey
$192K +$201K +10,326 New
FT
996
Fiduciary Trust
Massachusetts
$191K
PCA
997
Prosperity Capital Advisors
Ohio
$191K +$198K +10,179 New
SXL
998
Summit X LLC
Missouri
$190K
FCM
999
Firestone Capital Management
Florida
$189K +$198K +10,170 New
CAC
1000
Certified Advisory Corp
Florida
$189K +$78 +4 +0%

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.