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Liberty Energy

392 hedge funds and large institutions have $5B invested in Liberty Energy in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 132 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

10% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 120

6.63% more ownership

Funds ownership: 100.54%107.17% (+6.6%)

28% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $49.3M

Holders
392
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.4M
Puts
$49.3M
Net Calls
Net Calls Change

Top Buyers

1 +$102M
2 +$63.2M
3 +$59M
4
JP Morgan Chase
JP Morgan Chase
New York
+$38.9M
5
BlackRock
BlackRock
New York
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
326
Kelleher Financial Advisors
New York
$27.9K
NA
327
NewEdge Advisors
Louisiana
$26.6K
VWA
328
Valued Wealth Advisors
Utah
$26.4K
RFP
329
Root Financial Partners
California
$26.3K
FCMT
330
Founders Capital Management (Texas)
Texas
$23K
EB
331
Eastern Bank
Massachusetts
$22K
RIL
332
Rothschild Investment LLC
Illinois
$19.9K
UB
333
UMB Bank
Missouri
$18.6K
GA
334
GoalVest Advisory
New York
$17.9K
PWMG
335
Private Wealth Management Group
New Jersey
$17.1K
Mitsubishi UFJ Asset Management
336
Mitsubishi UFJ Asset Management
Japan
$15.6K
Barrow, Hanley, Mewhinney & Strauss
337
Barrow, Hanley, Mewhinney & Strauss
Texas
$15K
AIM
338
Anchor Investment Management
South Carolina
$14.4K
JWM
339
JPL Wealth Management
Colorado
$14.4K
SIS
340
Sound Income Strategies
Florida
$13.8K
LFG
341
Larson Financial Group
Missouri
$11.5K
Bessemer Group
342
Bessemer Group
New Jersey
$11K
PA
343
Parallel Advisors
California
$10.9K
BC
344
Bayforest Capital
United Kingdom
$10.4K
BFS
345
Bare Financial Services
Pennsylvania
$10.3K
CFO
346
CVA Family Office
Colorado
$9.47K
WSFS
347
Wilmington Savings Fund Society
Delaware
$8.24K
BBHC
348
Brown Brothers Harriman & Co
New York
$6.77K
KFAS
349
Keating Financial Advisory Services
Kansas
$6.54K
EC
350
Elequin Capital
New York
$6.05K