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Tortoise North American Pipeline Fund

124 hedge funds and large institutions have $535M invested in Tortoise North American Pipeline Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$3.89M
FWP
27
FAS Wealth Partners
Kansas
$3.85M
FNBOO
28
First National Bank of Omaha
Nebraska
$3.57M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.42M
BA
30
Blueline Advisors
New Hampshire
$3.41M
MSWA
31
Marshall & Sterling Wealth Advisors
New York
$3.4M
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.25M
QCIG
33
Quad-Cities Investment Group
Iowa
$3.21M
HSA
34
HBK Sorce Advisory
Pennsylvania
$3.12M
FEG
35
Financial Enhancement Group
Indiana
$2.99M
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.65M
HighTower Advisors
37
HighTower Advisors
Illinois
$2.65M
FPGK
38
Financial Partners Group (Kansas)
Kansas
$2.46M
SA
39
Sanctuary Advisors
Indiana
$2.46M
BGA
40
Battery Global Advisors
Massachusetts
$2.44M
BG
41
Bollard Group
Massachusetts
$2.43M
Stifel Financial
42
Stifel Financial
Missouri
$2.25M
AC
43
AlphaCore Capital
California
$1.97M
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.68M
XF
45
XML Financial
Maryland
$1.67M
DWM
46
Diversify Wealth Management
Utah
$1.44M
AIP
47
ARS Investment Partners
New York
$1.37M
AUB
48
Atlantic Union Bankshares
Virginia
$1.35M
Northern Trust
49
Northern Trust
Illinois
$1.31M
UCFA
50
United Capital Financial Advisors
Texas
$1.3M