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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
HI
351
Harbour Investments
Wisconsin
$5.9K
FFO
352
Fortitude Family Office
Arizona
$5.73K
TPWA
353
Twin Peaks Wealth Advisors
California
$5.33K
BWA
354
Basecamp Wealth Advisors
Washington
$5.3K
PWA
355
Physician Wealth Advisors
Utah
$5.04K
SS
356
SBI Securities
Japan
$4.84K
KG
357
Kilter Group
New York
$4.75K
JWA
358
JFS Wealth Advisors
Pennsylvania
$4.52K
PFBT
359
Parkside Financial Bank & Trust
Missouri
$3.95K
CMA
360
Cedar Mountain Advisors
Oregon
$3.89K
VCM
361
Versant Capital Management
Arizona
$3.86K
BTI
362
Blue Trust Inc
Georgia
$3.6K
S
363
SignatureFD
Georgia
$3.25K
CSC
364
Caldwell Sutter Capital
California
$2.88K
QL
365
Quarry LP
New York
$2.65K
SI
366
Sapience Investments
California
$2.3K
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$1.87K
FC
368
Financial Consulate
Maryland
$1.73K
PMAM
369
Picton Mahoney Asset Management
Ontario, Canada
$1.7K
MWA
370
Medallion Wealth Advisors
Connecticut
$1.18K
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$1.15K
SIC
372
SJS Investment Consulting
Ohio
$1.07K
BGAI
373
Bruce G. Allen Investments
Colorado
$950
AFC
374
Ares Financial Consulting
California
$949
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$922