TNGY

Tortoise Energy Fund

76 hedge funds and large institutions have $287M invested in Tortoise Energy Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$3.7M
2 -$1.77M
3 -$1.63M
4
LF
Lee Financial
Texas
-$1.25M
5
GS
GTS Securities
New York
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
DTC
26
Davidson Trust Company
Washington
$1.23M
HighTower Advisors
27
HighTower Advisors
Illinois
$1.17M
Morgan Stanley
28
Morgan Stanley
New York
$1.07M
AW
29
Alteri Wealth
California
$1.05M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$987K
ACGA
31
Atlanta Consulting Group Advisors
Georgia
$871K
VWA
32
Visionary Wealth Advisors
Illinois
$853K
Osaic Holdings
33
Osaic Holdings
Arizona
$708K
OBWG
34
Onyx Bridge Wealth Group
New York
$678K
BO
35
Bank OZK
Arkansas
$612K
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$598K
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$569K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$559K
Creative Planning
39
Creative Planning
Kansas
$498K
BBHC
40
Brown Brothers Harriman & Co
New York
$427K
Citadel Advisors
41
Citadel Advisors
Florida
$426K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$411K
Lido Advisors
43
Lido Advisors
California
$408K
CHAM
44
Clear Harbor Asset Management
Connecticut
$399K
CWMS
45
Cannon Wealth Management Services
North Carolina
$398K
IIC
46
Integrated Investment Consultants
Michigan
$388K
VAS
47
Vestmark Advisory Solutions
Massachusetts
$355K
MYIA
48
Mount Yale Investment Advisors
Colorado
$355K
IA
49
IFG Advisory
Georgia
$352K
CL
50
Choreo LLC
Illinois
$338K