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Genesis Energy

120 hedge funds and large institutions have $1.58B invested in Genesis Energy in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $5.68M

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $1.42B → $1.58B (+$162M)

11% more funds holding

Funds holding: 108120 (+12)

1.32% more ownership

Funds ownership: 73.65%74.97% (+1.3%)

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
21
Increased
36
Reduced
25
Closed
9
Calls
$31.5M
Puts
$5.68M
Net Calls
+$25.8M
Net Calls Change
+$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$404M -$8.49M -560,117 -2%
Invesco
2
Invesco
Georgia
$324M +$84.9K +5,604 +0%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$85.4M -$9.82M -647,959 -12%
JP Morgan Chase
4
JP Morgan Chase
New York
$84.1M +$3.34M +220,616 +5%
Goldman Sachs
5
Goldman Sachs
New York
$82.3M +$10.7M +703,515 +17%
CCM
6
Chickasaw Capital Management
Tennessee
$61.2M -$2.68M -176,918 -5%
Morgan Stanley
7
Morgan Stanley
New York
$57.8M +$14.8M +977,362 +41%
Creative Planning
8
Creative Planning
Kansas
$53.5M +$9.1K +600 +0%
ClearBridge Investments
9
ClearBridge Investments
New York
$49.9M
RA
10
RR Advisors
Texas
$39.4M -$3.49M -230,000 -9%
WHG
11
Westwood Holdings Group
Texas
$35M -$2.88M -190,125 -9%
JFG
12
Jefferies Financial Group
New York
$32.7M +$544K +35,860 +2%
UBS Group
13
UBS Group
Switzerland
$29.1M +$6.33M +417,833 +33%
MHI
14
Miller Howard Investments
New York
$25.6M +$3.88M +256,186 +21%
IG
15
ING Group
Netherlands
$25M +$8.01M +528,200 +57%
N
16
Natixis
France
$17.7M -$2.83M -186,500 -15%
NIM
17
NXG Investment Management
Texas
$11.8M +$3.91M +257,863 +60%
GC
18
Grizzlyrock Capital
Illinois
$10.9M -$105K -6,933 -1%
ICA
19
Infrastructure Capital Advisors
New York
$10.7M +$7.23M +476,779 +331%
Blackstone Inc
20
Blackstone Inc
New York
$9.92M
Bank of America
21
Bank of America
North Carolina
$9.4M -$386K -25,432 -4%
CCM
22
Callodine Capital Management
Massachusetts
$8.1M +$308K +20,287 +5%
MNA
23
Manning & Napier Advisors
New York
$8.1M +$308K +20,287 +5%
Barclays
24
Barclays
United Kingdom
$6.58M -$12.5M -824,601 -68%
Citigroup
25
Citigroup
New York
$6.51M +$259K +17,057 +5%

GEL Hedge Fund Activity: Q2 2025 in Review

120 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2025, worth a combined $1.58B — up 11% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GEL positions and 9 closed out — a net gain of 12 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Barclays, cutting an estimated $12.5M.

  • 120 institutional investors held Genesis Energy (GEL) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $1.58B of Genesis Energy stock for Q2 2025, up 11% quarter-over-quarter.
  • 21 funds opened new Genesis Energy positions in Q2 2025 and 9 closed out, a net change of +12 holders.
  • The largest Genesis Energy buyer in Q2 2025 was Morgan Stanley, an estimated $14.8M added.
  • The largest Genesis Energy seller in Q2 2025 was Barclays, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2025.