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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 %
SC
351
Syon Capital
California
– – -11,541 Closed
Cerity Partners
352
Cerity Partners
New York
– – -10,957 Closed
IAIM
353
International Assets Investment Management
Florida
– – -10,819 Closed
FRM
354
Fox Run Management
Connecticut
– – -10,459 Closed
PWM
355
Perigon Wealth Management
California
– – -10,196 Closed
CIBC Asset Management
356
CIBC Asset Management
Ontario, Canada
– – -10,075 Closed
Walleye Trading
357
Walleye Trading
New York
– – -6,602 Closed
LDB
358
Lee, Danner & Bass
Tennessee
– – -5,000 Closed
MFG
359
Mendota Financial Group
Wisconsin
– – -4,982 Closed
CFGS
360
Concourse Financial Group Securities
Alabama
– – -3,566 Closed
Ohio Public Employees Retirement System (OPERS)
361
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -3,430 Closed
SWM
362
Spire Wealth Management
Virginia
– – -3,002 Closed
GM
363
GeoWealth Management
Illinois
– – -1,678 Closed
FMP
364
Financial Management Professionals
Texas
– – -1,000 Closed
CJ
365
Caitlin John
Michigan
– – -762 Closed
HNB
366
Huntington National Bank
Ohio
– – -136 Closed
SO
367
Sierra Ocean
California
– – -54 Closed
FFA
368
Frazier Financial Advisors
Ohio
– – -34 Closed
CAL
369
Capital Advisors Ltd
Ohio
– – -13 Closed
CAM
370
Creekmur Asset Management
Illinois
– – -7 Closed
AssetMark Inc
371
AssetMark Inc
California
– – -6 Closed
CIAM
372
Caitong International Asset Management
Hong Kong
– – -2 Closed
Capital Fund Management (CFM)
373
Capital Fund Management (CFM)
France
– – – –
IMC Chicago
374
IMC Chicago
Illinois
– – – –
11 12 13 14
15