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Black Stone Minerals
BSM

177 hedge funds and large institutions have $515M invested in Black Stone Minerals in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

39% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $2.16M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

6% more capital invested

Capital invested by funds: $487M → $515M (+$27.9M)

0.17% more ownership

Funds ownership: 15.81% → 15.98% (+0.17%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

2% less funds holding

Funds holding: 181 → 177 (-4)

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
21
Increased
59
Reduced
38
Closed
22
Calls
$3.02M
Puts
$2.16M
Net Calls
+$853K
Net Calls Change
+$3.01M

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$13.3M
2
Bank of America
Bank of America
North Carolina
+$8.7M
3
RFC
Regions Financial Corp
Alabama
+$5.68M
4
LAM
Lummis Asset Management
Texas
+$5.07M
5
UBS Group
UBS Group
Switzerland
+$4.72M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$21.4M
2
Citigroup
Citigroup
New York
-$6.19M
3
ACA
Aptus Capital Advisors
Alabama
-$4.88M
4
CEI
Clark Estates Inc
New York
-$2.34M
5
FA
Fiducient Advisors
Illinois
-$992K
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
101
Sunbelt Securities
Texas
$326K +$1.08K +72 +0.3%
FG
102
Fiduciary Group
Georgia
$324K +$21.1K +1,406 +7%
WC
103
Waterloo Capital
Texas
$321K – – –
FVCM
104
F&V Capital Management
Florida
$308K – – –
BF
105
BOK Financial
Oklahoma
$305K – – –
FSA
106
Franklin Street Advisors
North Carolina
$305K – – –
AWM
107
Axxcess Wealth Management
California
$300K +$3.53K +235 +1%
CRI
108
Colonial River Investments
Virginia
$300K +$3.53K +235 +1%
MNBTD
109
Moody National Bank Trust Division
Texas
$289K – – –
PHS
110
Pekin Hardy Strauss
Illinois
$275K – – –
US Bancorp
111
US Bancorp
Minnesota
$274K – – –
EWM
112
Empirical Wealth Management
Washington
$260K – – –
DT
113
Diversified Trust
Tennessee
$256K – – –
ASN
114
Advisory Services Network
Georgia
$240K +$236K +15,725 New
IAP
115
Indie Asset Partners
Indiana
$240K – – –
VEA
116
Virtus ETF Advisers
New York
$233K +$51.8K +3,447 +29%
CIG
117
Cullen Investment Group
Louisiana
$233K +$5.59K +372 +2%
VHAM
118
Van Hulzen Asset Management
California
$229K +$225K +15,000 New
MCM
119
MAI Capital Management
Ohio
$229K -$15.7K -1,044 -7%
BWM
120
BCS Wealth Management
Tennessee
$226K +$5.03K +335 +2%
NMCM
121
Nicholson Meyer Capital Management
Missouri
$224K +$221K +14,687 New
LWM
122
LongView Wealth Management
Georgia
$222K -$19.2K -1,276 -8%
First Eagle Investment Management
123
First Eagle Investment Management
New York
$222K +$133K +8,849 +155%
AC
124
Annandale Capital
Texas
$220K – – –
SCM
125
SCS Capital Management
Massachusetts
$219K +$215K +14,310 New
3 4
5
6 7

BSM Hedge Fund Activity: Q1 2025 in Review

177 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q1 2025, worth a combined $515M — up 5.7% from $487M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BSM and 21 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 59 added.

The largest buyer was Mirae Asset Global ETFs Holdings, adding an estimated $13.3M. The largest seller was Morgan Stanley, cutting an estimated $21.4M.

  • 177 institutional investors held Black Stone Minerals (BSM) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $515M of Black Stone Minerals stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 21 funds opened new Black Stone Minerals positions in Q1 2025 and 22 closed out, a net change of -1 holder.
  • The largest Black Stone Minerals buyer in Q1 2025 was Mirae Asset Global ETFs Holdings, an estimated $13.3M added.
  • The largest Black Stone Minerals seller in Q1 2025 was Morgan Stanley, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2025.