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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
MWM
1001
Modern Wealth Management
Kansas
$189K +$198K +10,150 New
AC
1002
AlphaCore Capital
California
$189K -$41.3K -2,121 -17%
AA
1003
Advisory Alpha
Michigan
$189K +$198K +10,141 New
PCP
1004
Proficio Capital Partners
Massachusetts
$187K
CTI
1005
Community Trust & Investment
Kentucky
$187K
PWP
1006
Principle Wealth Partners
Connecticut
$187K +$196K +10,055 New
PFG
1007
Prosperity Financial Group
California
$187K -$11.7K -600 -6%
CPIA
1008
Cornell Pochily Investment Advisors
New York
$187K +$196K +10,043 New
FCIM
1009
Fairview Capital Investment Management
California
$186K +$195K +10,026 New
VCWA
1010
Vanguard Capital Wealth Advisors
Colorado
$186K +$195K +10,010 New
AHB
1011
Abner Herrman & Brock
New Jersey
$186K +$195K +10,000 New
AAMC
1012
Asset Allocation & Management Company
Illinois
$186K +$195K +10,000 New
HCP
1013
Hexagon Capital Partners
Arkansas
$186K +$10.1K +518 +5%
ACM
1014
Anfield Capital Management
California
$184K
AWS
1015
Arkfeld Wealth Strategies
Nebraska
$181K -$4.87K -250 -2%
OA
1016
Operose Advisors
Wisconsin
$178K
SW
1017
SVB Wealth
Massachusetts
$175K -$272K -13,957 -60%
WB
1018
Webster Bank
Connecticut
$168K
OCM
1019
Orion Capital Management
California
$164K +$171K +8,800 New
BONH
1020
Bank of New Hampshire
New Hampshire
$162K
NCM
1021
Next Capital Management
New York
$162K +$170K +8,708 New
AWM
1022
AllSquare Wealth Management
New York
$160K
MA
1023
MCF Advisors
Kentucky
$159K +$7.44K +382 +5%
ACA
1024
American Capital Advisory
Idaho
$158K
FGAM
1025
Financial Gravity Asset Management
Texas
$156K +$164K +8,400 New

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.