Cross Timbers Royalty Trust
21 hedge funds and large institutions have $2.4M invested in Cross Timbers Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
18% more capital invested
Capital invested by funds: $2.04M → $2.4M (+$359K)
17% more funds holding
Funds holding: 18 → 21 (+3)
1.41% more ownership
Funds ownership: 2.64% → 4.04% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$272K |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$174K |
| 3 |
Morgan Stanley
New York
|
+$160K |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$112K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$10.2K |
| 2 |
HCP
Hexagon Capital Partners
Rogers,
Arkansas
|
-$6.53K |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
-$1.57K |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$612 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$306 |
CRT Hedge Fund Activity: Q2 2025 in Review
21 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q2 2025, worth a combined $2.4M — up 18% from $2.04M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CRT positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was O'Shaughnessy Asset Management, opening a new position worth an estimated $272K. The largest seller was NewEdge Advisors, cutting an estimated $10.2K.
- 21 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q2 2025, up from 18 in Q1 2025.
- Funds reported $2.4M of Cross Timbers Royalty Trust stock for Q2 2025, up 18% quarter-over-quarter.
- 5 funds opened new Cross Timbers Royalty Trust positions in Q2 2025 and 2 closed out, a net change of +3 holders.
- The largest Cross Timbers Royalty Trust buyer in Q2 2025 was O'Shaughnessy Asset Management, an estimated $272K added.
- The largest Cross Timbers Royalty Trust seller in Q2 2025 was NewEdge Advisors, an estimated $10.2K sold.
Based on aggregated 13F filings for Q2 2025.