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CRT

Cross Timbers Royalty Trust

15 hedge funds and large institutions have $1.26M invested in Cross Timbers Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% less ownership

Funds ownership: 4.04%2.78% (-1.3%)

29% less funds holding

Funds holding: 2115 (-6)

48% less capital invested

Capital invested by funds: $2.4M → $1.26M (-$1.14M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
15
Holders Change
-6
Holders Change %
-28.57%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Mraz Amerine & Associates
California
$274K -$32.5K -3,700 -9%
Morgan Stanley
2
Morgan Stanley
New York
$232K -$62.3K -7,098 -19%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$212K +$247K +28,128 New
WA
4
Waddell & Associates
Tennessee
$114K +$1.16K +132 +0.9%
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$85.8K -$134K -15,270 -57%
SC
6
Scotia Capital
Ontario, Canada
$82.9K
NA
7
NewEdge Advisors
Louisiana
$77.1K +$606 +69 +0.7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$75.4K -$4.39K -500 -5%
UBS Group
9
UBS Group
Switzerland
$51.3K -$140K -15,997 -70%
Osaic Holdings
10
Osaic Holdings
Arizona
$21.1K -$4.59K -523 -16%
Bank of America
11
Bank of America
North Carolina
$15.8K -$13.1K -1,496 -42%
Wells Fargo
12
Wells Fargo
California
$14.9K +$88 +10 +0.5%
BlackRock
13
BlackRock
New York
$125 -$35 -4 -19%
CA
14
CoreCap Advisors
Michigan
$98
SPIA
15
Steward Partners Investment Advisory
New York
$83
MMA
16
Miracle Mile Advisors
California
-$178K -18,000 Closed
RWM
17
Ritholtz Wealth Management
New York
-$169K -17,061 Closed
LPL Financial
18
LPL Financial
California
-$109K -11,024 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$103K -10,416 Closed
Raymond James Financial
20
Raymond James Financial
Florida
-$21.8K -2,208 Closed
LFG
21
Larson Financial Group
Missouri
-$6.81K -690 Closed
ADL
22
Asset Dedication LLC
California
-$1.97K -200 Closed

CRT Hedge Fund Activity: Q3 2025 in Review

15 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q3 2025, worth a combined $1.26M — down 48% from $2.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CRT and 1 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $247K. The largest seller was Miracle Mile Advisors, exiting entirely with an estimated $178K sold.

  • 15 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q3 2025, down from 21 in Q2 2025.
  • Funds reported $1.26M of Cross Timbers Royalty Trust stock for Q3 2025, down 48% quarter-over-quarter.
  • 1 fund opened new Cross Timbers Royalty Trust positions in Q3 2025 and 7 closed out, a net change of -6 holders.
  • The largest Cross Timbers Royalty Trust buyer in Q3 2025 was Susquehanna International Group, an estimated $247K added.
  • The largest Cross Timbers Royalty Trust seller in Q3 2025 was Miracle Mile Advisors, an estimated $178K sold.

Based on aggregated 13F filings for Q3 2025.