We are live on ! Find out more
CRT

Cross Timbers Royalty Trust
CRT

13 hedge funds and large institutions have $831K invested in Cross Timbers Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

1.03% less ownership

Funds ownership: 2.78% → 1.75% (-1%)

13% less funds holding

Funds holding: 15 → 13 (-2)

34% less capital invested

Capital invested by funds: $1.26M → $831K (-$426K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
+$21.1K
2
UBS Group
UBS Group
Switzerland
+$10.5K
3
WA
Waddell & Associates
Tennessee
+$2.08K
4
Wells Fargo
Wells Fargo
California
+$8

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$210K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$141K
3
SC
Scotia Capital
Ontario, Canada
-$82.9K
4
NA
NewEdge Advisors
Louisiana
-$77.1K
5
Bank of America
Bank of America
North Carolina
-$5.39K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
1
Mraz Amerine & Associates
California
$287K – – –
WA
2
Waddell & Associates
Tennessee
$122K +$2.08K +261 +2%
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$112K +$21.1K +2,651 +23%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$83K -$141K -17,689 -63%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$79.5K – – –
UBS Group
6
UBS Group
Switzerland
$64.6K +$10.5K +1,319 +19%
Morgan Stanley
7
Morgan Stanley
New York
$35.3K -$210K -26,317 -86%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.9K -$1.25K -157 -6%
Wells Fargo
9
Wells Fargo
California
$15.8K +$8 +1 +0.1%
Bank of America
10
Bank of America
North Carolina
$11.3K -$5.39K -676 -32%
BlackRock
11
BlackRock
New York
$132 – – –
CA
12
CoreCap Advisors
Michigan
$103 – – –
SPIA
13
Steward Partners Investment Advisory
New York
$87 – – –
SC
14
Scotia Capital
Ontario, Canada
– -$82.9K -11,000 Closed
NA
15
NewEdge Advisors
Louisiana
– -$77.1K -10,222 Closed

CRT Hedge Fund Activity: Q4 2025 in Review

13 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q4 2025, worth a combined $831K — down 34% from $1.26M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CRT and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was O'Shaughnessy Asset Management, adding an estimated $21.1K. The largest seller was Morgan Stanley, cutting an estimated $210K.

  • 13 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q4 2025, down from 15 in Q3 2025.
  • Funds reported $831K of Cross Timbers Royalty Trust stock for Q4 2025, down 34% quarter-over-quarter.
  • 0 funds opened new Cross Timbers Royalty Trust positions in Q4 2025 and 2 closed out, a net change of -2 holders.
  • The largest Cross Timbers Royalty Trust buyer in Q4 2025 was O'Shaughnessy Asset Management, an estimated $21.1K added.
  • The largest Cross Timbers Royalty Trust seller in Q4 2025 was Morgan Stanley, an estimated $210K sold.

Based on aggregated 13F filings for Q4 2025.