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Black Stone Minerals

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: 78 (+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: 181177 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$86.5M
Morgan Stanley
2
Morgan Stanley
New York
$62.7M -$21.4M -1,425,111 -26%
Bank of America
3
Bank of America
North Carolina
$38.6M +$8.7M +579,056 +30%
PDM
4
Penn Davis McFarland
Texas
$28.4M +$3.91M +260,559 +16%
IMA
5
Investment Management Associates
Colorado
$23.4M -$133K -8,848 -0.6%
N
6
Natixis
France
$22.5M
UBS Group
7
UBS Group
Switzerland
$14.8M +$4.72M +314,227 +48%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$13.9M +$13.3M +885,311 +3,141%
Brown Advisory
9
Brown Advisory
Maryland
$13.7M -$15K -1,000 -0.1%
MA
10
Mudita Advisors
United Kingdom
$11.6M
FA
11
Fiducient Advisors
Illinois
$11.4M -$992K -66,044 -8%
CF
12
Concorde Financial
Texas
$9.21M +$1.8M +120,165 +25%
CAM
13
Cresset Asset Management
Illinois
$9.11M
ECP
14
Epacria Capital Partners
Colorado
$8.83M
KCM
15
Kempner Capital Management
Texas
$7.61M
Fayez Sarofim & Co
16
Fayez Sarofim & Co
Texas
$7.49M
HighTower Advisors
17
HighTower Advisors
Illinois
$6.15M -$90.4K -6,017 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.04M +$99.5K +6,627 +2%
RFC
19
Regions Financial Corp
Alabama
$5.96M +$5.68M +378,299 +3,101%
First Trust Advisors
20
First Trust Advisors
Illinois
$5.75M +$296K +19,721 +6%
CG
21
Clarus Group
Texas
$5.1M
LAM
22
Lummis Asset Management
Texas
$4.81M +$5.07M +337,518 +11,269%
Northern Trust
23
Northern Trust
Illinois
$4.63M -$2.25K -150 -0%
HKAM
24
Horizon Kinetics Asset Management
New York
$4.1M -$105K -7,000 -3%
ECM
25
Evergreen Capital Management
Washington
$4.02M -$873K -58,120 -18%

BSM Hedge Fund Activity: Q1 2025 in Review

177 of the 7,457 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.