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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
MCA
376
McGuire Capital Advisors
Oklahoma
$879
BHWM
377
Bay Harbor Wealth Management
Maryland
$806
IA
378
IFP Advisors
Florida
$778
AW
379
Ankerstar Wealth
Texas
$749
AssetMark Inc
380
AssetMark Inc
California
$720
GWM
381
Gilpin Wealth Management
Colorado
$692
RWM
382
Rialto Wealth Management
New York
$605
WPA
383
Wealth Preservation Advisors
Tennessee
$605
HIA
384
HFM Investment Advisors
New Jersey
$403
VWM
385
Vermillion Wealth Management
Minnesota
$346
TCM
386
TD Capital Management
Tennessee
$318
AWM
387
Abound Wealth Management
Tennessee
$173
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$173
AGWCA
389
Annis Gardner Whiting Capital Advisors
Florida
$144
CW
390
Curio Wealth
Maryland
$115
DF
391
Dunhill Financial
United Kingdom
$58
BWM
392
Bernard Wealth Management
Michigan
$29
CCM
393
Callodine Capital Management
Massachusetts
GIM
394
Goodlander Investment Management
Texas
WCCM
395
Webs Creek Capital Management
Texas
FACM
396
Forest Avenue Capital Management
Florida
SG
397
Sourcerock Group
Colorado
Hotchkis & Wiley Capital Management
398
Hotchkis & Wiley Capital Management
California
SA
399
Situational Awareness
California
NCL
400
Nishkama Capital LLC
Puerto Rico