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Liberty Energy
LBRT

Overview Fund Activity

311 hedge funds and large institutions have $2.47B invested in Liberty Energy in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
311
Holders Change
-13
Holders Change %
-4.01%
% of All Funds
4.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
100
Reduced
127
Closed
61
Calls
$12.8M
Puts
$5.04M
Net Calls
+$7.76M
Net Calls Change
+$12.9M

Top Buyers

1
MIM
1
Merewether Investment Management
Texas
$29.2M
2
Millennium Management
2
Millennium Management
New York
$28.8M
3
Franklin Resources
3
Franklin Resources
California
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$35.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$292M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
CF
2
Canoe Financial
Alberta, Canada
$6.03M
3
BlackRock
3
BlackRock
New York
$403M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$220M
5
Macquarie Group
5
Macquarie Group
Australia
$90.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
276
Bellevue Asset Management
Washington
$2.98K 188 – –
HWM
277
Hemington Wealth Management
Virginia
$2K 136 +26 +24%
GWM
278
Geneos Wealth Management
Colorado
$1.93K 122 +122 New
BIA
279
Bell Investment Advisors
California
$1.76K 111 +28 +34%
Jones Financial Companies
280
Jones Financial Companies
Missouri
$1.61K 102 +47 +85%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$1.58K 100 +81 +426%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$1.46K 92 -17 -16%
CTC
283
Central Trust Company
Missouri
$1.44K 91 – –
VCM
284
Versant Capital Management
Arizona
$1.25K 79 -237 -75%
BFS
285
Bare Financial Services
Pennsylvania
$1.24K 78 +78 New
JWA
286
JFS Wealth Advisors
Pennsylvania
$1.19K 75 -46 -38%
PWMG
287
Private Wealth Management Group
New Jersey
$1.17K 74 -113 -60%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$1.03K 65 – –
AA
289
Ancora Advisors
Ohio
$1.01K 64 +64 New
PMAM
290
Picton Mahoney Asset Management
Ontario, Canada
$1K 59 – –
CI
291
CX Institutional
Indiana
$1K 87 +87 New
AAP
292
Arax Advisory Partners
Colorado
$950 60 -1,438 -96%
CFO
293
CVA Family Office
Colorado
$918 58 +58 New
A
294
AlphaQuest
New York
$886 56 +56 New
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792 50 – –
SC
296
Stephens Consulting
Michigan
$792 50 +50 New
AF
297
Allworth Financial
California
$682 56 -959 -94%
RWM
298
Rialto Wealth Management
New York
$555 35 +35 New
Amundi
299
Amundi
France
$551 42 +42 New
SIC
300
SJS Investment Consulting
Ohio
$428 27 -10 -27%
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12
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