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Tortoise North American Pipeline Fund

117 hedge funds and large institutions have $521M invested in Tortoise North American Pipeline Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 21 closing their positions.

Holders
117
Holders Change
-13
Holders Change %
-10%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
12
Increased
36
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 3,054,340 +62,050 +2%
ABTD
2
Arvest Bank Trust Division
Oklahoma
$44.7M 1,251,112 -11,068 -0.9%
Bank of America
3
Bank of America
North Carolina
$31.4M 878,678 -482,156 -35%
MFG
4
Magnus Financial Group
New York
$30.8M 861,349 +11,951 +1%
TIA
5
Traphagen Investment Advisors
New Jersey
$24.9M 697,588 +5,417 +0.8%
AP
6
Atwood & Palmer
Missouri
$23.6M 659,221 +2,225 +0.3%
FM
7
Foster & Motley
Ohio
$22.9M 639,979 -9,311 -1%
AI
8
Arvest Investments
Arkansas
$14.8M 414,368 -7,564 -2%
Wells Fargo
9
Wells Fargo
California
$14.4M 403,300 +9,735 +2%
UBS Group
10
UBS Group
Switzerland
$13.5M 379,127 -13,933 -4%
BB
11
Busey Bank
Illinois
$10.4M 291,645 -2,838 -1%
KMWM
12
Keudell/Morrison Wealth Management
Oregon
$9.98M 279,374 +11,984 +4%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$9.27M 259,548 -11,286 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.03M 252,635 -22,776 -8%
Cerity Partners
15
Cerity Partners
New York
$8.75M 244,848 +412 +0.2%
Creative Planning
16
Creative Planning
Kansas
$8.54M 238,876 -2,789 -1%
Raymond James Financial
17
Raymond James Financial
Florida
$8.35M 233,629 +4,943 +2%
TSWM
18
Triangle Securities Wealth Management
North Carolina
$8.33M 233,011 -6,448 -3%
PFBT
19
Parkside Financial Bank & Trust
Missouri
$7.81M 218,650 +6,994 +3%
Mariner
20
Mariner
Kansas
$7.12M 199,175 -12,998 -6%
CastleKeep Investment Advisors
21
CastleKeep Investment Advisors
Connecticut
$6.69M 187,317 +571 +0.3%
OA
22
Oxbow Advisors
Texas
$6.52M 182,470 -31,955 -15%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.29M 147,954 -95,733 -39%
IWA
24
Icon Wealth Advisors
Texas
$5.14M 143,847 -863 -0.6%
LPL Financial
25
LPL Financial
California
$4.09M 114,589 +13,792 +14%