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Battalion Oil

29 hedge funds and large institutions have $14.1M invested in Battalion Oil in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2829 (+1)

0.2% more ownership

Funds ownership: 75.59%75.8% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $15.1M → $14.1M (-$958K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LM
1
Luminus Management
Texas
$6.95M
OCM
2
Oaktree Capital Management
California
$3.4M -$4.48K -3,911 -0.1%
LIA
3
LSP Investment Advisors
New York
$2.68M
Vanguard Group
4
Vanguard Group
Pennsylvania
$333K +$19.8K +17,237 +6%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$150K -$3.91K -3,413 -3%
Morgan Stanley
6
Morgan Stanley
New York
$149K
GH
7
GAM Holding
Switzerland
$90.4K -$40.1K -35,000 -30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$73.3K +$24.9K +21,737 +50%
YCM
9
Yakira Capital Management
Connecticut
$53.2K
XT
10
XTX Topco
Cayman Islands
$35.7K +$15.5K +13,523 +75%
Citadel Advisors
11
Citadel Advisors
Florida
$26.7K -$13.2K -11,524 -33%
State Street
12
State Street
Massachusetts
$24.2K +$11K +9,594 +81%
RC
13
RBF Capital
California
$22.6K
Two Sigma Investments
14
Two Sigma Investments
New York
$20.9K -$1.95K -1,700 -8%
BCM
15
Bridgeway Capital Management
Texas
$18.2K
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$16.6K -$94 -82 -0.6%
Goldman Sachs
17
Goldman Sachs
New York
$15.1K
TSS
18
Two Sigma Securities
New York
$15K +$15.2K +13,266 New
HF
19
HRT Financial
New York
$12K +$13K +11,306 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K
TRCT
21
Tower Research Capital (TRC)
New York
$3.31K +$2.6K +2,272 +343%
NI
22
NYL Investors
New York
$664
BlackRock
23
BlackRock
New York
$360
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$108
Group One Trading
25
Group One Trading
Illinois
$86

BATL Hedge Fund Activity: Q4 2025 in Review

29 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q4 2025, worth a combined $14.1M — down 6.4% from $15.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BATL positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $24.9K. The largest seller was GAM Holding, cutting an estimated $40.1K.

  • 29 institutional investors held Battalion Oil (BATL) as of Q4 2025, up from 28 in Q3 2025.
  • Funds reported $14.1M of Battalion Oil stock for Q4 2025, down 6.4% quarter-over-quarter.
  • 2 funds opened new Battalion Oil positions in Q4 2025 and 1 closed out, a net change of +1 holder.
  • The largest Battalion Oil buyer in Q4 2025 was Geode Capital Management, an estimated $24.9K added.
  • The largest Battalion Oil seller in Q4 2025 was GAM Holding, an estimated $40.1K sold.

Based on aggregated 13F filings for Q4 2025.