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LB

LandBridge Co
LB

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
156
Holders Change
+12
Holders Change %
+8.33%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
81
Reduced
27
Closed
21
Calls
$13.9M
Puts
$15.8M
Net Calls
-$1.93M
Net Calls Change
-$5.72M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$66.3M
2
Jane Street
Jane Street
New York
+$28.6M
3
First Manhattan
First Manhattan
New York
+$22.7M
4
Millennium Management
Millennium Management
New York
+$10.8M
5
Raymond James Financial
Raymond James Financial
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
Fidelity Investments
Massachusetts
-$9M
4
MIM
Monashee Investment Management
Massachusetts
-$8.99M
5
GCM
Ghisallo Capital Management
Massachusetts
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
151
ORG Partners
Indiana
$3.12K +$576 +8 +21%
AFG
152
Albion Financial Group
Utah
$2.37K – – –
MMCM
153
Murphy & Mullick Capital Management
New York
$1.7K +$2.16K +30 New
BIG
154
Brooklyn Investment Group
New York
$1.22K +$937 +13 +260%
SS
155
SBI Securities
Japan
$879 – – –
SO
156
Sierra Ocean
California
$879 +$937 +13 New
BGM
157
Burkehill Global Management
New York
– -$18M -249,875 Closed
GGHC
158
Gilder Gagnon Howe & Co
New York
– -$13.3M -185,078 Closed
MIM
159
Monashee Investment Management
Massachusetts
– -$8.99M -124,937 Closed
Renaissance Technologies
160
Renaissance Technologies
New York
– -$5.76M -80,096 Closed
EGI
161
EAM Global Investors
California
– -$4.63M -64,333 Closed
OIAM
162
OFI Invest Asset Management
France
– -$3.58M -53,800 Closed
Tudor Investment Corp
163
Tudor Investment Corp
Connecticut
– -$3.49M -48,449 Closed
EI
164
EAM Investors
California
– -$3.36M -46,733 Closed
Fidelity International
165
Fidelity International
Bermuda
– -$2.67M -37,171 Closed
YCM
166
Yaupon Capital Management
New York
– -$1.99M -27,700 Closed
PCM
167
Penserra Capital Management
California
– -$1.79M -24,863 Closed
SI
168
Stephens Inc
Arkansas
– -$681K -9,473 Closed
ET
169
Entropy Technologies
New York
– -$554K -7,700 Closed
OQS
170
Occudo Quantitative Strategies
Florida
– -$427K -6,132 Closed
SEI Investments
171
SEI Investments
Pennsylvania
– -$424K -5,895 Closed
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
– -$208K -2,886 Closed
Simplex Trading
173
Simplex Trading
Illinois
– -$120K -1,661 Closed
LFA
174
LGT Financial Advisors
Texas
– -$28.8K -400 Closed
US Bancorp
175
US Bancorp
Minnesota
– -$27.8K -386 Closed
4 5 6
7
8

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.