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Liberty Energy
LBRT

Overview Fund Activity

319 hedge funds and large institutions have $1.78B invested in Liberty Energy in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 93 reducing their positions, and 54 closing their positions.

Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
68
Increased
126
Reduced
93
Closed
54
Calls
$10.1M
Puts
$7.44M
Net Calls
+$2.62M
Net Calls Change
-$5.14M

Top Buyers

1
SG
1
Sourcerock Group
Colorado
$23.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$34.5M
3
GIM
3
Glenmede Investment Management
Pennsylvania
$11.9M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$10.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$19.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.3M
2
MIM
2
Merewether Investment Management
Texas
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$1.94M
4
Franklin Resources
4
Franklin Resources
California
$55.2M
5
CCP
5
Clifford Capital Partners
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AGWCA
301
Annis Gardner Whiting Capital Advisors
Florida
$712 62 +62 New
GWM
302
Geneos Wealth Management
Colorado
$700 61 -61 -50%
CFO
303
CVA Family Office
Colorado
$574 50 -8 -14%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$574 50 – –
JWA
305
JFS Wealth Advisors
Pennsylvania
$540 47 -28 -37%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$482 42 -215 -84%
TPWA
307
Twin Peaks Wealth Advisors
California
$354 31 +31 New
PWM
308
Parkworth Wealth Management
California
$310 27 +23 +575%
IBOK
309
Independence Bank of Kentucky
Kentucky
$287 25 – –
KG
310
Kilter Group
New York
$150 13 +13 New
DPW
311
DiNuzzo Private Wealth
Pennsylvania
$127 11 -16 -59%
CA
312
Clearstead Advisors
Ohio
$127 11 +11 New
WCM
313
WealthTrak Capital Management
Virginia
$115 10 -10 -50%
AWM
314
Abound Wealth Management
Tennessee
$104 9 – –
RWM
315
Rialto Wealth Management
New York
$81 7 -28 -80%
SIC
316
SJS Investment Consulting
Ohio
$69 6 -21 -78%
HIA
317
HFM Investment Advisors
New Jersey
$46 4 +1 +33%
BHWM
318
Bay Harbor Wealth Management
Maryland
$34 3 -1 -25%
MIM
319
Merewether Investment Management
Texas
– – -1,847,214 Closed
CCP
320
Clifford Capital Partners
Utah
– – -766,511 Closed
PCM
321
Penn Capital Management
Pennsylvania
– – -516,789 Closed
HAI
322
Hennessy Advisors Inc
California
– – -432,600 Closed
CF
323
Canoe Financial
Alberta, Canada
– – -381,139 Closed
First Eagle Investment Management
324
First Eagle Investment Management
New York
– – -365,467 Closed
HF
325
HRT Financial
New York
– – -275,764 Closed
11 12
13
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