We are live on ! Find out more
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
ATPW
1
Ashton Thomas Private Wealth
Arizona
$216K
Citadel Advisors
2
Citadel Advisors
Florida
$102K +$5.14K +8,738 +5%
Two Sigma Investments
3
Two Sigma Investments
New York
$39.1K -$13.3K -22,585 -22%
WS
4
Wedbush Securities
California
$24K -$147 -250 -0.5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$18.5K -$5.02K -8,538 -19%
WG
6
Welch Group
Alabama
$16.9K
XT
7
XTX Topco
Cayman Islands
$15.8K -$15.5K -26,391 -46%
UBS Group
8
UBS Group
Switzerland
$14.8K -$31.8K -54,009 -65%
Morgan Stanley
9
Morgan Stanley
New York
$14.4K -$1.74K -2,965 -9%
VF
10
Virtu Financial
New York
$12K +$4.04K +6,858 +42%
NCM
11
Narwhal Capital Management
Georgia
$11.8K
AAM
12
Azzad Asset Management
Virginia
$11K
FDDB
13
Fidelity D&D Bancorp
Pennsylvania
$10.5K
AF
14
Allworth Financial
California
$8.59K +$9.96K +16,935 +6,969%
HF
15
HRT Financial
New York
$8K +$9.71K +16,510 New
SIAG
16
Safeguard Investment Advisory Group
California
$7.83K
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.94K -$544 -925 -6%
PAG
18
Private Advisor Group
New Jersey
$5.76K
Osaic Holdings
19
Osaic Holdings
Arizona
$5.47K +$190 +323 +3%
Group One Trading
20
Group One Trading
Illinois
$2.49K -$4.68K -7,953 -62%
Bank of America
21
Bank of America
North Carolina
$2.46K +$24 +40 +0.8%
AF
22
Alerus Financial
North Dakota
$1.93K +$2.27K +3,850 New
MCM
23
MAI Capital Management
Ohio
$1.17K
Simplex Trading
24
Simplex Trading
Illinois
$1K -$5.54K -9,421 -81%
Raymond James Financial
25
Raymond James Financial
Florida
$713 +$835 +1,420 New

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.