Kodiak Gas Services
329 hedge funds and large institutions have $5.23B invested in Kodiak Gas Services in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 121 increasing their positions, 79 reducing their positions, and 44 closing their positions.
125% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 44
54% more capital invested
Capital invested by funds: $3.4B → $5.23B (+$1.84B)
53% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 79
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
17% more funds holding
Funds holding: 281 → 329 (+48)
0.22% less ownership
Funds ownership: 104.77% → 104.55% (-0.22%)
54% less call options, than puts
Call options by funds: $41M | Put options by funds: $89.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1SP
140 Summer Partners
New York
|
+$62.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$62.2M |
| 3 |
Two Sigma Investments
New York
|
+$43.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.8M |
| 5 |
SG Americas Securities
New York
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$246M |
| 2 |
ZP
Zimmer Partners
New York
|
-$91.7M |
| 3 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$34M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$32.6M |
| 5 |
REAM
Ripple Effect Asset Management
New York
|
-$31M |
KGS Hedge Fund Activity: Q1 2026 in Review
329 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Kodiak Gas Services (KGS) for Q1 2026, worth a combined $5.23B — up 54% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new KGS positions and 44 closed out — a net gain of 55 holders — while 121 added to existing stakes and 79 trimmed.
The largest buyer was 140 Summer Partners, opening a new position worth an estimated $62.9M. The largest seller was Fidelity Investments, cutting an estimated $246M.
- 329 institutional investors held Kodiak Gas Services (KGS) as of Q1 2026, up from 281 in Q4 2025.
- Funds reported $5.23B of Kodiak Gas Services stock for Q1 2026, up 54% quarter-over-quarter.
- 99 funds opened new Kodiak Gas Services positions in Q1 2026 and 44 closed out, a net change of +55 holders.
- The largest Kodiak Gas Services buyer in Q1 2026 was 140 Summer Partners, an estimated $62.9M added.
- The largest Kodiak Gas Services seller in Q1 2026 was Fidelity Investments, an estimated $246M sold.
Based on aggregated 13F filings for Q1 2026.