WES icon

Western Midstream Partners
WES

Overview Fund Activity

278 hedge funds and large institutions have $6.21B invested in Western Midstream Partners in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.78%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
41
Increased
95
Reduced
77
Closed
28
Calls
$57.5M
Puts
$27.3M
Net Calls
+$30.2M
Net Calls Change
+$12.7M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$1.39B
2
Invesco
2
Invesco
Georgia
$1B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$96.5M
4
LIM
4
Longfellow Investment Management
Massachusetts
$40.4M
5
Northern Trust
5
Northern Trust
Illinois
$15M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$426M
2
ICA
2
Infrastructure Capital Advisors
New York
$0
3
BC
3
Brookfield Corp
Ontario, Canada
$31.1M
4
WHG
4
Westwood Holdings Group
Texas
$76.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
SFMG Wealth Advisors
Texas
$322K +$322K +7,858 New
WCA
177
Westover Capital Advisors
Delaware
$315K – – –
MC
178
Moors & Cabot
Massachusetts
$308K +$3.6K +88 +1%
HWM
179
HB Wealth Management
Georgia
$305K +$40K +977 +15%
MNBTD
180
Moody National Bank Trust Division
Texas
$299K – – –
NL
181
Nuveen LLC
North Carolina
$292K +$292K +7,134 New
IAMOG
182
Investors Asset Management of Georgia
Georgia
$284K – – –
IWC
183
Integrated Wealth Concepts
Massachusetts
$280K +$123 +3 +0%
RWP
184
RWA Wealth Partners
Massachusetts
$280K – – –
BBHC
185
Brown Brothers Harriman & Co
New York
$279K – – –
AAS
186
Avantax Advisory Services
Texas
$278K +$44.7K +1,092 +19%
CWP
187
Cyndeo Wealth Partners
Florida
$269K – – –
CWP
188
Curated Wealth Partners
California
$262K – – –
SFA
189
Sequoia Financial Advisors
Ohio
$262K +$262K +6,400 New
RIA
190
Regal Investment Advisors
Michigan
$261K +$261K +6,370 New
HPBT
191
Hickory Point Bank & Trust
Illinois
$260K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$253K +$253K +6,183 New
PCM
193
Penserra Capital Management
California
$253K +$253K +6,195 New
HP
194
Highlander Partners
Texas
$250K – – –
CIA
195
Concurrent Investment Advisors
Florida
$249K +$819 +20 +0.3%
BFS
196
Bradley Foster & Sargent
Connecticut
$245K – – –
FCP
197
Fidelis Capital Partners
Florida
$245K – – –
ACI
198
Alpha Cubed Investments
California
$244K +$3.89K +95 +2%
PAG
199
Private Advisor Group
New Jersey
$243K +$20.6K +503 +9%
Creative Planning
200
Creative Planning
Kansas
$241K +$241K +5,879 New
6 7
8
9 10