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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 %
DPW
301
DiNuzzo Private Wealth
Pennsylvania
$428 27 +4 +17%
PWMG
302
Prestige Wealth Management Group
New Jersey
$412 26 +26 New
IBOK
303
Independence Bank of Kentucky
Kentucky
$396 25 +25 New
GFPC
304
Global Financial Private Client
Florida
$348 22 +12 +120%
WCM
305
WealthTrak Capital Management
Virginia
$317 20 +20 New
GBT
306
Grove Bank & Trust
Florida
$206 13 -8 -38%
AWM
307
Abound Wealth Management
Tennessee
$143 9 – –
PWM
308
Parkworth Wealth Management
California
$63 4 – –
BHWM
309
Bay Harbor Wealth Management
Maryland
$63 4 +4 New
HIA
310
HFM Investment Advisors
New Jersey
$48 3 +3 New
TWD
311
True Wealth Design
Ohio
$32 2 +2 New
Pacer Advisors
312
Pacer Advisors
Pennsylvania
– – -6,367,592 Closed
BGIM
313
Brandywine Global Investment Management
Pennsylvania
– – -560,124 Closed
Norges Bank
314
Norges Bank
Norway
– – -409,234 Closed
Voloridge Investment Management
315
Voloridge Investment Management
Florida
– – -294,989 Closed
CIA
316
Corigliano Investment Advisers
North Carolina
– – -269,374 Closed
IAM
317
Impala Asset Management
Florida
– – -146,561 Closed
Two Sigma Advisers
318
Two Sigma Advisers
New York
– – -139,700 Closed
SC
319
Sagefield Capital
Texas
– – -128,570 Closed
GCM
320
GeoSphere Capital Management
Florida
– – -125,000 Closed
Federated Hermes
321
Federated Hermes
Pennsylvania
– – -119,649 Closed
MAM
322
Martingale Asset Management
Massachusetts
– – -69,534 Closed
IP
323
Interval Partners
New York
– – -65,384 Closed
ETC
324
Exchange Traded Concepts
Oklahoma
– – -56,226 Closed
ICM
325
Islay Capital Management
Texas
– – -42,744 Closed
11 12
13
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