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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
GRP
51
Global Retirement Partners
California
$1.28M
HOWA
52
Heritage Oak Wealth Advisors
Florida
$1.16M
CAL
53
Capital Advisors Ltd
Ohio
$1.11M
RFC
54
Regions Financial Corp
Alabama
$1,000K
WB
55
WesBanco Bank
West Virginia
$950K
GS
56
GTS Securities
New York
$895K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$834K
FTUS
58
Flow Traders U.S.
New York
$755K
NWM
59
Nova Wealth Management
Florida
$741K
CAM
60
Cresset Asset Management
Illinois
$739K
SWP
61
Summit Wealth Partners
Florida
$737K
DAS
62
Diversify Advisory Services
Utah
$733K
OS
63
Objectivity Squared
South Carolina
$707K
NW
64
NewEdge Wealth
Pennsylvania
$687K
IPAM
65
Investment Partners Asset Management
New Jersey
$604K
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$585K
CW
67
CreativeOne Wealth
Kansas
$552K
BCA
68
Bay Colony Advisors
Massachusetts
$513K
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$502K
SWM
70
Silverlake Wealth Management
Vermont
$496K
5NPW
71
55 North Private Wealth
Florida
$489K
WA
72
Waverly Advisors
Alabama
$448K
SCA
73
Stokes Capital Advisors
South Carolina
$446K
NA
74
NewEdge Advisors
Louisiana
$435K
SF
75
Summit Financial
New Jersey
$433K