EXPAND ENERGY CORPORATION (EXE) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q1 2026) show 10 hedge funds and institutional investors holding a combined 3.2M shares of EXPAND ENERGY CORPORATION (EXE), valued at $351.3M. The median portfolio weight is 4.6%.
Institutional ownership changes in EXE reflect net selling, as the combined position decreased by 4.7M shares (59.3%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to EXE are Glendon Capital Management (27.5% of its 13F portfolio), Hiddenite Capital Partners (7.7%), and BRIGADE CAPITAL MANAGEMENT (6.0%). In Q1 2026, Glendon Capital Management made the largest position increase (+14.3%), while 59 North made the largest reduction (-6.3%).
Top 10 Institutional Holders in EXPAND ENERGY CORPORATION (EXE), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q1 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Glendon Capital Management | 2,019,894 | $221.6M | 27.5% |
| 2 | Hiddenite Capital Partners | 120,000 | $13.2M | 7.7% |
| 3 | BRIGADE CAPITAL MANAGEMENT | 77,120 | $8.5M | 6.0% |
| 4 | Pennant Investors | 196,000 | $21.5M | 6.0% |
| 5 | Gemsstock | 437,900 | $48.1M | 5.1% |
| 6 | Palo Duro Investment Partners | 195,942 | $21.5M | 4.2% |
| 7 | Slate Path Capital | 133,555 | $14.7M | 0.2% |
| 8 | Maverick Capital | 11,017 | $1.2M | 0.0% |
| 9 | UTIMCO - The University of Texas | 272 | $30K | 0.0% |
| 10 | First Eagle Investment Management | 9,816 | $1.1M | 0.0% |
- 10Institutional investors
- 3,201,516Shares held (disclosed)
- $351.3M13F market value
- 4.6%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of EXE. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold EXE. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- Glendon Capital Management+14.3% · +11,380 shares
- Hiddenite Capital Partners+7.7% · +120,000 shares
- Palo Duro Investment Partners+4.2% · +195,942 shares
Top sellers
- 59 North-6.3% · -1,841,634 shares
- RIPOSTE CAPITAL-4.1% · -90,000 shares
- Dragoneer-3.2% · -1,319,618 shares
Options Activity
- Total calls200,000 (+200,000)
Ownership Statistics
- Funds holding
- 10
- Median weight
- 4.6%
- Largest holder
- Glendon Capital Management · 27.5%
- Smallest holder
- First Eagle Investment Management · 0.0%
- Shares held
- 3,201,516 (-4,673,942)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding EXE in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Glendon Capital Management | 2,019,894 | $221.6M | 27.5% |
| 2 | Hiddenite Capital Partners | 120,000 | $13.2M | 7.7% |
| 3 | BRIGADE CAPITAL MANAGEMENT | 77,120 | $8.5M | 6.0% |
| 4 | Pennant Investors | 196,000 | $21.5M | 6.0% |
| 5 | Gemsstock | 437,900 | $48.1M | 5.1% |
| 6 | Palo Duro Investment Partners | 195,942 | $21.5M | 4.2% |
| 7 | Slate Path Capital | 133,555 | $14.7M | 0.2% |
| 8 | Maverick Capital | 11,017 | $1.2M | 0.0% |
| 9 | UTIMCO - The University of Texas | 272 | $29.9K | 0.0% |
| 10 | First Eagle Investment Management | 9,816 | $1.1M | 0.0% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in EXPAND ENERGY CORPORATION (EXE) each reporting quarter. Sourced from SEC Form 13F-HR filings.
See EXPAND ENERGY CORPORATION (EXE) insider transactions — SEC Form 4 →
Methodology & FAQ
Methodology: How We Track EXE Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for EXPAND ENERGY CORPORATION (EXE). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to EXE on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in EXE?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Glendon Capital Management , Hiddenite Capital Partners , and BRIGADE CAPITAL MANAGEMENT as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the EXE ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this EXE data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds EXE stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for EXE as of each filing date.