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Liberty Energy

324 hedge funds and large institutions have $1.79B invested in Liberty Energy in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 94 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 94

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

23% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $9.95M

4% more funds holding

Funds holding: 313324 (+11)

0.15% less ownership

Funds ownership: 96.22%96.07% (-0.15%)

28% less capital invested

Capital invested by funds: $2.47B → $1.79B (-$684M)

Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
127
Reduced
94
Closed
55
Calls
$12.3M
Puts
$9.95M
Net Calls
+$2.33M
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$280M -$12.5M -1,032,434 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$212M +$783K +64,645 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M -$6.93M -572,663 -6%
State Street
4
State Street
Massachusetts
$77M -$287K -23,664 -0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$74.3M -$90M -7,431,358 -53%
American Century Companies
6
American Century Companies
Missouri
$70M +$7.08M +584,774 +11%
Macquarie Group
7
Macquarie Group
Australia
$66.2M +$840K +69,366 +1%
Franklin Resources
8
Franklin Resources
California
$55.2M -$21.3M -1,756,885 -27%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$43.4M +$71.8K +5,927 +0.2%
Citadel Advisors
10
Citadel Advisors
Florida
$34.5M +$22.3M +1,839,485 +157%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.1M +$6.41M +529,023 +22%
Charles Schwab
12
Charles Schwab
California
$32.2M +$3.63M +299,415 +12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.8M +$4.43M +365,506 +20%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$23.8M -$737K -60,889 -3%
SG
15
Sourcerock Group
Colorado
$23.7M +$25M +2,060,407 New
Bank of America
16
Bank of America
North Carolina
$21.3M +$5.55M +458,285 +33%
Morgan Stanley
17
Morgan Stanley
New York
$21M +$5.96M +491,876 +37%
Millennium Management
18
Millennium Management
New York
$21M +$74.2K +6,124 +0.3%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$20.8M -$2.04M -168,217 -8%
VanEck Associates
20
VanEck Associates
New York
$20.6M -$1.12M -92,671 -5%
Goldman Sachs
21
Goldman Sachs
New York
$19.8M +$10.3M +853,456 +98%
Northern Trust
22
Northern Trust
Illinois
$18.9M -$5.59M -461,302 -22%
JP Morgan Chase
23
JP Morgan Chase
New York
$17.5M -$1.6M -132,381 -8%
BCM
24
Bridgeway Capital Management
Texas
$12.8M +$10M +825,759 +286%
CCM
25
Callodine Capital Management
Massachusetts
$12.1M +$8.58M +708,453 +203%

LBRT Hedge Fund Activity: Q2 2025 in Review

324 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2025, worth a combined $1.79B — down 28% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new LBRT positions and 55 closed out — a net gain of 13 holders — while 127 added to existing stakes and 94 trimmed.

The largest buyer was Sourcerock Group, opening a new position worth an estimated $25M. The largest seller was Fidelity Investments, cutting an estimated $90M.

  • 324 institutional investors held Liberty Energy (LBRT) as of Q2 2025, up from 313 in Q1 2025.
  • Funds reported $1.79B of Liberty Energy stock for Q2 2025, down 28% quarter-over-quarter.
  • 68 funds opened new Liberty Energy positions in Q2 2025 and 55 closed out, a net change of +13 holders.
  • The largest Liberty Energy buyer in Q2 2025 was Sourcerock Group, an estimated $25M added.
  • The largest Liberty Energy seller in Q2 2025 was Fidelity Investments, an estimated $90M sold.

Based on aggregated 13F filings for Q2 2025.