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Western Midstream Partners

280 hedge funds and large institutions have $6.22B invested in Western Midstream Partners in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $27.3M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

3% more funds holding

Funds holding: 273280 (+7)

3% more capital invested

Capital invested by funds: $6.03B → $6.22B (+$188M)

1.36% less ownership

Funds ownership: 41.21%39.86% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
280
Holders Change
+7
Holders Change %
+2.56%
% of All Funds
3.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
40
Increased
96
Reduced
79
Closed
28
Calls
$57.5M
Puts
$27.3M
Net Calls
+$30.2M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
176
Geode Capital Management
Massachusetts
$328K +$8.71K +214 +3%
US Bancorp
177
US Bancorp
Minnesota
$325K
SWA
178
SFMG Wealth Advisors
Texas
$322K +$320K +7,858 New
WCA
179
Westover Capital Advisors
Delaware
$315K
MC
180
Moors & Cabot
Massachusetts
$308K +$3.58K +88 +1%
HWM
181
HB Wealth Management
Georgia
$305K +$39.8K +977 +15%
MNBTD
182
Moody National Bank Trust Division
Texas
$299K
N
183
Nuveen
North Carolina
$292K -$122 -3 -0%
IAMOG
184
Investors Asset Management of Georgia
Georgia
$284K
IWC
185
Integrated Wealth Concepts
Massachusetts
$280K +$122 +3 +0%
RWP
186
RWA Wealth Partners
Massachusetts
$280K
BBHC
187
Brown Brothers Harriman & Co
New York
$279K
AAS
188
Avantax Advisory Services
Texas
$278K +$44.5K +1,092 +19%
CWP
189
Cyndeo Wealth Partners
Florida
$269K
CWP
190
Curated Wealth Partners
California
$262K
SFA
191
Sequoia Financial Advisors
Ohio
$262K +$261K +6,400 New
RIA
192
Regal Investment Advisors
Michigan
$261K +$259K +6,370 New
HPBT
193
Hickory Point Bank & Trust
Illinois
$260K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$253K +$252K +6,183 New
PCM
195
Penserra Capital Management
California
$253K +$252K +6,195 New
HP
196
Highlander Partners
Texas
$250K
CIA
197
Concurrent Investment Advisors
Florida
$249K +$814 +20 +0.3%
BFS
198
Bradley Foster & Sargent
Connecticut
$245K
FCP
199
Fidelis Capital Partners
Florida
$245K
ACI
200
Alpha Cubed Investments
California
$244K +$3.87K +95 +2%