We are live on ! Find out more
WES icon

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
PAG
201
Private Advisor Group
New Jersey
$243K +$20.5K +503 +9%
Creative Planning
202
Creative Planning
Kansas
$241K +$239K +5,879 New
MA
203
Mutual Advisors
Nebraska
$239K +$4.07K +100 +2%
BPC
204
Bearing Point Capital
Minnesota
$238K +$236K +5,800 New
SW
205
SkyOak Wealth
Michigan
$236K
BC
206
Barnett & Company
Tennessee
$233K
HBWM
207
Hollow Brook Wealth Management
New York
$232K
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$229K -$16.3K -400 -7%
PSCM
209
Per Stirling Capital Management
Texas
$227K +$2.4K +59 +1%
JSW
210
Journey Strategic Wealth
New Jersey
$225K +$224K +5,500 New
ISFAN
211
Investor's Fiduciary Advisor Network
Washington
$225K +$224K +5,500 New
MCM
212
Mattern Capital Management
Colorado
$224K
VFA
213
Voya Financial Advisors
Connecticut
$224K +$220K +5,393 New
SWP
214
Stratos Wealth Partners
Ohio
$222K -$119K -2,920 -35%
PA
215
Prossimo Advisors
California
$222K -$27.4K -672 -11%
ACS
216
Archford Capital Strategies
Illinois
$221K
LFG
217
Larson Financial Group
Missouri
$213K
Ameriprise
218
Ameriprise
Minnesota
$212K +$211K +5,170 New
FG
219
Fiduciary Group
Georgia
$208K +$206K +5,070 New
PBC
220
Pavion Blue Capital
California
$206K +$205K +5,030 New
BWP
221
Baldwin Wealth Partners
Massachusetts
$205K +$204K +5,000 New
RCA
222
Resonant Capital Advisors
Wisconsin
$205K +$204K +5,000 New
SIMG
223
Sonora Investment Management Group
Arizona
$205K +$204K +5,000 New
SFWA
224
Summit Financial Wealth Advisors
Louisiana
$205K +$204K +5,000 New
SPIA
225
Steward Partners Investment Advisory
New York
$204K +$197K +4,849 +3,488%