LandBridge Co
144 hedge funds and large institutions have $1.68B invested in LandBridge Co in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 20 closing their positions.
152% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 25
110% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 20
39% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $9.71M
35% more capital invested
Capital invested by funds: $1.25B → $1.68B (+$432M)
16% more funds holding
Funds holding: 124 → 144 (+20)
10.54% less ownership
Funds ownership: 111.18% → 100.64% (-11%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$232M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$82.9M |
| 3 |
BlackRock
New York
|
+$39.3M |
| 4 |
Jane Street
New York
|
+$34.1M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$71.6M |
| 2 |
HCC
Hill City Capital
Boston,
Massachusetts
|
-$38.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$19.7M |
| 4 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
-$18.8M |
| 5 |
YCM
Yaupon Capital Management
New York
|
-$15.7M |
LB Hedge Fund Activity: Q1 2025 in Review
144 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in LandBridge Co (LB) for Q1 2025, worth a combined $1.68B — up 35% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new LB positions and 20 closed out — a net gain of 22 holders — while 63 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was Fidelity Investments, cutting an estimated $71.6M.
- 144 institutional investors held LandBridge Co (LB) as of Q1 2025, up from 124 in Q4 2024.
- Funds reported $1.68B of LandBridge Co stock for Q1 2025, up 35% quarter-over-quarter.
- 42 funds opened new LandBridge Co positions in Q1 2025 and 20 closed out, a net change of +22 holders.
- The largest LandBridge Co buyer in Q1 2025 was Morgan Stanley, an estimated $232M added.
- The largest LandBridge Co seller in Q1 2025 was Fidelity Investments, an estimated $71.6M sold.
Based on aggregated 13F filings for Q1 2025.