LandBridge Co
156 hedge funds and large institutions have $1.69B invested in LandBridge Co in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 27 reducing their positions, and 21 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 27
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
8% more funds holding
Funds holding: 144 → 156 (+12)
7.16% more ownership
Funds ownership: 100.64% → 107.81% (+7.2%)
1% more capital invested
Capital invested by funds: $1.68B → $1.69B (+$10.1M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
12% less call options, than puts
Call options by funds: $13.9M | Put options by funds: $15.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.3M |
| 2 |
Jane Street
New York
|
+$28.6M |
| 3 |
First Manhattan
New York
|
+$22.7M |
| 4 |
Millennium Management
New York
|
+$10.8M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$9.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGM
Burkehill Global Management
New York
|
-$18M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$13.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9M |
| 4 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
-$8.99M |
| 5 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$8.58M |
LB Hedge Fund Activity: Q2 2025 in Review
156 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in LandBridge Co (LB) for Q2 2025, worth a combined $1.69B — up 0.6% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new LB positions and 21 closed out — a net gain of 13 holders — while 81 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.3M. The largest seller was Burkehill Global Management, exiting entirely with an estimated $18M sold.
- 156 institutional investors held LandBridge Co (LB) as of Q2 2025, up from 144 in Q1 2025.
- Funds reported $1.69B of LandBridge Co stock for Q2 2025, up 0.6% quarter-over-quarter.
- 34 funds opened new LandBridge Co positions in Q2 2025 and 21 closed out, a net change of +13 holders.
- The largest LandBridge Co buyer in Q2 2025 was Morgan Stanley, an estimated $66.3M added.
- The largest LandBridge Co seller in Q2 2025 was Burkehill Global Management, an estimated $18M sold.
Based on aggregated 13F filings for Q2 2025.