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Battalion Oil
BATL

28 hedge funds and large institutions have $16.1M invested in Battalion Oil in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $16.5M → $16.1M (-$360K)

1.08% less ownership

Funds ownership: 77.15% → 76.07% (-1.1%)

7% less funds holding

Funds holding: 30 → 28 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
3
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GH
GAM Holding
Switzerland
+$164K
2
Citadel Advisors
Citadel Advisors
Florida
+$35.7K
3
VF
Virtu Financial
New York
+$30.2K
4
HF
HRT Financial
New York
+$19.9K
5
Citigroup
Citigroup
New York
+$8.48K

Top Sellers

Rank Fund Capital Flow
1
CM
CM Management
Florida
-$176K
2
AGM
Alpine Global Management
New York
-$103K
3
GF
Gabelli Funds
New York
-$62.6K
4
GCIA
Gabelli & Co Investment Advisers
New York
-$44.4K
5
XT
XTX Topco
Cayman Islands
-$31.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
LM
1
Luminus Management
Texas
$7.94M – – –
OCM
2
Oaktree Capital Management
California
$3.88M – – –
LIA
3
LSP Investment Advisors
New York
$3.06M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$358K -$8.45K -5,921 -2%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$302K -$786 -551 -0.2%
Morgan Stanley
6
Morgan Stanley
New York
$170K -$90 -63 -0%
GH
7
GAM Holding
Switzerland
$148K +$164K +115,000 New
YCM
8
Yakira Capital Management
Connecticut
$60.8K -$23.5K -16,500 -26%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$54.1K +$5.58K +3,910 +10%
Citadel Advisors
10
Citadel Advisors
Florida
$32.2K +$35.7K +24,984 New
VF
11
Virtu Financial
New York
$27K +$30.2K +21,142 New
RC
12
RBF Capital
California
$25.8K – – –
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$25.1K -$3.38K -2,365 -11%
HF
14
HRT Financial
New York
$18K +$19.9K +13,959 New
Goldman Sachs
15
Goldman Sachs
New York
$17.2K -$428 -300 -2%
State Street
16
State Street
Massachusetts
$15.2K – – –
Citigroup
17
Citigroup
New York
$7.66K +$8.48K +5,940 New
UBS Group
18
UBS Group
Switzerland
$5.52K +$1.84K +1,293 +43%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4K -$255 -179 -5%
NI
20
NYL Investors
New York
$759 – – –
BlackRock
21
BlackRock
New York
$412 -$13.8K -9,644 -97%
TRCT
22
Tower Research Capital (TRC)
New York
$164 +$181 +127 New
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$133 – – –
Group One Trading
24
Group One Trading
Illinois
$98 – – –
Bank of America
25
Bank of America
North Carolina
$52 +$6 +4 +11%
1
2

BATL Hedge Fund Activity: Q2 2025 in Review

28 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q2 2025, worth a combined $16.1M — down 2.2% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BATL and 6 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was GAM Holding, opening a new position worth an estimated $164K. The largest seller was CM Management, exiting entirely with an estimated $176K sold.

  • 28 institutional investors held Battalion Oil (BATL) as of Q2 2025, down from 30 in Q1 2025.
  • Funds reported $16.1M of Battalion Oil stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 6 funds opened new Battalion Oil positions in Q2 2025 and 8 closed out, a net change of -2 holders.
  • The largest Battalion Oil buyer in Q2 2025 was GAM Holding, an estimated $164K added.
  • The largest Battalion Oil seller in Q2 2025 was CM Management, an estimated $176K sold.

Based on aggregated 13F filings for Q2 2025.