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Black Stone Minerals

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: 177184 (+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: 87 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$179K +$3.73K +270 +2%
SCM
127
Sterling Capital Management
North Carolina
$176K +$2.46K +178 +1%
CL
128
Choreo LLC
Illinois
$173K +$1.94K +140 +1%
VIA
129
Virtus Investment Advisers
Connecticut
$170K +$31.5K +2,280 +21%
HH
130
Hilltop Holdings
Texas
$169K
LWM
131
LongView Wealth Management
Georgia
$166K -$26.1K -1,887 -13%
KAS
132
Kestra Advisory Services
Texas
$165K +$17.6K +1,273 +11%
TI
133
Tidal Investments
Wisconsin
$164K -$1.31M -94,583 -88%
GWMI
134
Guardian Wealth Management (Illinois)
Illinois
$158K +$995 +72 +0.6%
HNB
135
Hilltop National Bank
Wyoming
$156K +$165K +11,900 New
MCM
136
MAI Capital Management
Ohio
$151K -$48.1K -3,476 -23%
EWA
137
EP Wealth Advisors
California
$150K +$14 +1 +0%
AWF
138
Alpha Wealth Funds
Utah
$146K -$38.7K -2,800 -20%
BEAM
139
Baker Ellis Asset Management
Washington
$144K -$13.8K -1,000 -8%
AIA
140
Arrow Investment Advisors
Maryland
$143K +$151K +10,943 New
KWM
141
Kiker Wealth Management
Georgia
$141K
HIC
142
Holderness Investments Company
North Carolina
$139K +$147K +10,650 New
RWA
143
Redhawk Wealth Advisors
Minnesota
$137K +$145K +10,489 New
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$135K +$142K +10,281 New
SWP
145
Stratos Wealth Partners
Ohio
$132K +$140K +10,113 New
LP
146
LB Partners
Virginia
$131K
MCA
147
Magnolia Capital Advisors
Mississippi
$131K
TRCT
148
Tower Research Capital (TRC)
New York
$95.3K +$99.5K +7,197 +7,823%
TH
149
TCTC Holdings
Texas
$87.2K
AT
150
Arlington Trust
Alabama
$81.8K

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.