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Tortoise North American Pipeline Fund

120 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, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
120
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.89M
2 +$2.22M
3 +$1.55M
4
AIP
ARS Investment Partners
New York
+$1.23M
5
GS
GTS Securities
New York
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
26
FAS Wealth Partners
Kansas
$3.98M
OPAM
27
Ocean Park Asset Management
California
$3.92M
SHWM
28
Smith & Howard Wealth Management
Georgia
$3.78M
CCB
29
Country Club Bank
Missouri
$3.68M
HSA
30
HBK Sorce Advisory
Pennsylvania
$3.53M
QCIG
31
Quad-Cities Investment Group
Iowa
$3.49M
FTUS
32
Flow Traders U.S.
New York
$2.89M
MSWA
33
Marshall & Sterling Wealth Advisors
New York
$2.82M
FEG
34
Financial Enhancement Group
Indiana
$2.68M
BGA
35
Battery Global Advisors
Massachusetts
$2.44M
FPGK
36
Financial Partners Group (Kansas)
Kansas
$2.35M
XF
37
XML Financial
Maryland
$2.22M
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.16M
HighTower Advisors
39
HighTower Advisors
Illinois
$2.09M
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.09M
AC
41
AlphaCore Capital
California
$1.98M
Stifel Financial
42
Stifel Financial
Missouri
$1.86M
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.81M
AUB
44
Atlantic Union Bankshares
Virginia
$1.55M
DWM
45
Diversify Wealth Management
Utah
$1.32M
GRP
46
Global Retirement Partners
California
$1.23M
AIP
47
ARS Investment Partners
New York
$1.23M
GS
48
GTS Securities
New York
$1.19M
CAL
49
Capital Advisors Ltd
Ohio
$1.17M
HOWA
50
Heritage Oak Wealth Advisors
Florida
$1.07M