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BPT

BP Prudhoe Bay Royalty Trust

Delisted

BPT was delisted on the 30th of June, 2025.

41 hedge funds and large institutions have $562K invested in BP Prudhoe Bay Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less ownership

Funds ownership: 6.23%5.23% (-1%)

18% less funds holding

Funds holding: 5041 (-9)

24% less capital invested

Capital invested by funds: $736K → $562K (-$174K)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
41
Holders Change
-9
Holders Change %
-18%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
12
Closed
13
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$502 +$588 +1,000 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$502 +$588 +1,000 New
US Bancorp
28
US Bancorp
Minnesota
$452
NA
29
NewEdge Advisors
Louisiana
$448
Wells Fargo
30
Wells Fargo
California
$428 -$647 -1,100 -56%
CWM
31
Cranbrook Wealth Management
Michigan
$340
SS
32
Sunbelt Securities
Texas
$71
ATC
33
Adirondack Trust Company
New York
$50
GC
34
Gould Capital
Washington
$35
BF
35
BOK Financial
Oklahoma
$32 -$176 -300 -82%
S
36
SignatureFD
Georgia
$24
DFA
37
DHJJ Financial Advisors
Illinois
$13
Barclays
38
Barclays
United Kingdom
$12
CIA
39
Cape Investment Advisory
Georgia
$8
Northern Trust
40
Northern Trust
Illinois
-$13.1K -23,749 Closed
TSS
41
Two Sigma Securities
New York
-$12.7K -22,912 Closed
HHGC
42
Hunting Hill Global Capital
New York
-$9.38K -16,953 Closed
SG
43
StoneX Group
New York
-$8.64K -15,617 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$7.54K -13,643 Closed
BBA
45
Baader Bank Aktiengesellschaft
Germany
-$5.03K -11,502 Closed
Jane Street
46
Jane Street
New York
-$6.2K -11,208 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
-$1.6K -2,716 -79%
CWC
48
Carolinas Wealth Consulting
North Carolina
-$240 -435 Closed
MG
49
Mather Group
Illinois
-$166 -300 Closed
PA
50
PSI Advisors
Florida
-$111 -200 Closed

BPT Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BP Prudhoe Bay Royalty Trust (BPT) for Q2 2025, worth a combined $562K — down 24% from $736K a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BPT and 5 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was Allworth Financial, adding an estimated $9.96K. The largest seller was UBS Group, cutting an estimated $31.8K.

  • 41 institutional investors held BP Prudhoe Bay Royalty Trust (BPT) as of Q2 2025, down from 50 in Q1 2025.
  • Funds reported $562K of BP Prudhoe Bay Royalty Trust stock for Q2 2025, down 24% quarter-over-quarter.
  • 5 funds opened new BP Prudhoe Bay Royalty Trust positions in Q2 2025 and 13 closed out, a net change of -8 holders.
  • The largest BP Prudhoe Bay Royalty Trust buyer in Q2 2025 was Allworth Financial, an estimated $9.96K added.
  • The largest BP Prudhoe Bay Royalty Trust seller in Q2 2025 was UBS Group, an estimated $31.8K sold.

Based on aggregated 13F filings for Q2 2025.