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Liberty Energy

313 hedge funds and large institutions have $2.47B invested in Liberty Energy in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 128 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $5.04M

4% less funds holding

Funds holding: 326313 (-13)

4.98% less ownership

Funds ownership: 101.2%96.22% (-5%)

16% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 61

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 128

25% less capital invested

Capital invested by funds: $3.29B → $2.47B (-$818M)

Holders
313
Holders Change
-13
Holders Change %
-3.99%
% of All Funds
4.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
102
Reduced
128
Closed
61
Calls
$12.8M
Puts
$5.04M
Net Calls
+$7.76M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Harbour Investments
Wisconsin
$2.99K
BAM
277
Bellevue Asset Management
Washington
$2.98K
HWM
278
Hemington Wealth Management
Virginia
$2K +$467 +26 +24%
GWM
279
Geneos Wealth Management
Colorado
$1.93K +$2.19K +122 New
BIA
280
Bell Investment Advisors
California
$1.76K +$503 +28 +34%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$1.61K +$844 +47 +85%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$1.58K +$1.45K +81 +426%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$1.46K -$305 -17 -16%
CTC
284
Central Trust Company
Missouri
$1.44K
VCM
285
Versant Capital Management
Arizona
$1.25K -$4.25K -237 -75%
BFS
286
Bare Financial Services
Pennsylvania
$1.24K +$1.4K +78 New
JWA
287
JFS Wealth Advisors
Pennsylvania
$1.19K -$826 -46 -38%
PWMG
288
Private Wealth Management Group
New Jersey
$1.17K -$2.03K -113 -60%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$1.03K
AA
290
Ancora Advisors
Ohio
$1.01K +$1.15K +64 New
PMAM
291
Picton Mahoney Asset Management
Ontario, Canada
$1K
CI
292
CX Institutional
Indiana
$1K +$1.56K +87 New
AAP
293
Arax Advisory Partners
Colorado
$950 -$25.8K -1,438 -96%
CFO
294
CVA Family Office
Colorado
$918 +$1.04K +58 New
A
295
AlphaQuest
New York
$886 +$1K +56 New
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792
SC
297
Stephens Consulting
Michigan
$792 +$898 +50 New
AF
298
Allworth Financial
California
$682 -$17.2K -959 -94%
MWA
299
Medallion Wealth Advisors
Connecticut
$650
RWM
300
Rialto Wealth Management
New York
$555 +$628 +35 New

LBRT Hedge Fund Activity: Q1 2025 in Review

313 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2025, worth a combined $2.47B — down 25% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of LBRT and 51 opened new positions — a net loss of 10 holders — while 128 trimmed existing stakes and 102 added.

The largest buyer was Merewether Investment Management, opening a new position worth an estimated $33.2M. The largest seller was Pacer Advisors, exiting entirely with an estimated $127M sold.

  • 313 institutional investors held Liberty Energy (LBRT) as of Q1 2025, down from 326 in Q4 2024.
  • Funds reported $2.47B of Liberty Energy stock for Q1 2025, down 25% quarter-over-quarter.
  • 51 funds opened new Liberty Energy positions in Q1 2025 and 61 closed out, a net change of -10 holders.
  • The largest Liberty Energy buyer in Q1 2025 was Merewether Investment Management, an estimated $33.2M added.
  • The largest Liberty Energy seller in Q1 2025 was Pacer Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2025.