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Black Stone Minerals
BSM

184 hedge funds and large institutions have $449M invested in Black Stone Minerals in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 38

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

39% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $1.98M

4% more funds holding

Funds holding: 177 → 184 (+7)

0.23% more ownership

Funds ownership: 15.98% → 16.21% (+0.23%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

13% less capital invested

Capital invested by funds: $515M → $449M (-$66M)

Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
22
Increased
56
Reduced
38
Closed
15
Calls
$2.76M
Puts
$1.98M
Net Calls
+$780K
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.92M
2
KCM
Kempner Capital Management
Texas
+$3.6M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.49M
4
IG
ING Group
Netherlands
+$2.23M
5
JF
Jump Financial
Illinois
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
FA
Fiducient Advisors
Illinois
-$3.71M
2
Morgan Stanley
Morgan Stanley
New York
-$3.19M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.36M
4
TI
Tidal Investments
Wisconsin
-$1.31M
5
SOAMC
Spirit of America Management Corp
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
101
Cypress Wealth Services
California
$280K – – –
WC
102
Waterloo Capital
Texas
$275K – – –
ETC
103
Exchange Traded Concepts
Oklahoma
$273K +$183K +13,232 +174%
TBC
104
Tweedy, Browne Co
Connecticut
$273K +$288K +20,855 New
SPIA
105
Steward Partners Investment Advisory
New York
$265K -$97.5K -7,050 -26%
FSA
106
Franklin Street Advisors
North Carolina
$262K – – –
US Bancorp
107
US Bancorp
Minnesota
$259K +$25.2K +1,825 +10%
CRI
108
Colonial River Investments
Virginia
$253K -$8.29K -600 -3%
MNBTD
109
Moody National Bank Trust Division
Texas
$250K +$3.08K +223 +1%
AWM
110
Axxcess Wealth Management
California
$249K -$8.29K -600 -3%
PHS
111
Pekin Hardy Strauss
Illinois
$235K – – –
JP Morgan Chase
112
JP Morgan Chase
New York
$235K -$1.36M -98,372 -85%
BWM
113
BCS Wealth Management
Tennessee
$225K +$33.6K +2,428 +16%
EWM
114
Empirical Wealth Management
Washington
$222K – – –
DT
115
Diversified Trust
Tennessee
$220K – – –
WFA
116
WMG Financial Advisors
Tennessee
$206K +$218K +15,750 New
CIG
117
Cullen Investment Group
Louisiana
$205K +$5.71K +413 +3%
IAP
118
Indie Asset Partners
Indiana
$203K -$2.77K -200 -1%
SAI
119
Savvy Advisors Inc
New York
$202K +$213K +15,420 New
BAM
120
Belpointe Asset Management
Nevada
$196K +$15.4K +1,112 +8%
NMCM
121
Nicholson Meyer Capital Management
Missouri
$192K – – –
First Eagle Investment Management
122
First Eagle Investment Management
New York
$190K – – –
AC
123
Annandale Capital
Texas
$188K – – –
OWP
124
ORG Wealth Partners
Texas
$187K – – –
Mariner
125
Mariner
Kansas
$184K -$488K -35,323 -72%
3 4
5
6 7

BSM Hedge Fund Activity: Q2 2025 in Review

184 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2025, worth a combined $449M — down 13% from $515M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSM positions and 15 closed out — a net gain of 7 holders — while 56 added to existing stakes and 38 trimmed.

The largest buyer was UBS Group, adding an estimated $3.92M. The largest seller was Fiducient Advisors, cutting an estimated $3.71M.

  • 184 institutional investors held Black Stone Minerals (BSM) as of Q2 2025, up from 177 in Q1 2025.
  • Funds reported $449M of Black Stone Minerals stock for Q2 2025, down 13% quarter-over-quarter.
  • 22 funds opened new Black Stone Minerals positions in Q2 2025 and 15 closed out, a net change of +7 holders.
  • The largest Black Stone Minerals buyer in Q2 2025 was UBS Group, an estimated $3.92M added.
  • The largest Black Stone Minerals seller in Q2 2025 was Fiducient Advisors, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2025.