LandBridge Co
156 hedge funds and large institutions have $1.35B invested in LandBridge Co in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 39 reducing their positions, and 30 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 39
18% more call options, than puts
Call options by funds: $9.71M | Put options by funds: $8.23M
0% more funds holding
Funds holding: 156 → 156 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
7.92% less ownership
Funds ownership: 107.81% → 99.89% (-7.9%)
20% less capital invested
Capital invested by funds: $1.69B → $1.35B (-$343M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
+$133M |
| 2 |
Morgan Stanley
New York
|
+$18.1M |
| 3 |
CA
Cortland Associates
St Louis,
Missouri
|
+$14.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11M |
| 5 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$7.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$80.8M |
| 2 |
Jane Street
New York
|
-$47.8M |
| 3 |
BlackRock
New York
|
-$45.5M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$15.7M |
| 5 |
Amundi
Paris,
France
|
-$9.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$300K | -4,442 | Closed |
|
|
PAS
177
PKS Advisory Services
Albany,
New York
| – | -$270K | -4,000 | Closed |
|
|
SWM
178
Segment Wealth Management
Houston,
Texas
| – | -$270K | -4,000 | Closed |
|
|
LCM
179
Landscape Capital Management
Englewood,
New Jersey
| – | -$258K | -3,825 | Closed |
|
|
P
180
&Partners
Nashville,
Tennessee
| – | -$248K | -3,666 | Closed |
|
|
CH
181
Canton Hathaway
Providence,
Rhode Island
| – | -$217K | -3,210 | Closed |
|
|
AWM
182
Avondale Wealth Management
West Lake Hills,
Texas
| – | -$81.1K | -1,200 | Closed |
|
|
OP
183
ORG Partners
Roanoke,
Indiana
| – | -$3.12K | -47 | Closed |
|
|
AFG
184
Albion Financial Group
Salt Lake City,
Utah
| – | -$2.37K | -35 | Closed |
|
|
BIG
185
Brooklyn Investment Group
Brooklyn,
New York
| – | -$1.22K | -18 | Closed |
|
|
SO
186
Sierra Ocean
Ripon,
California
| – | -$879 | -13 | Closed |
|
LB Hedge Fund Activity: Q3 2025 in Review
156 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LandBridge Co (LB) for Q3 2025, worth a combined $1.35B — down 20% from $1.69B a quarter earlier.
Fund positioning in LB was balanced in Q3 2025: 30 funds opened new positions, 30 closed out, 71 added to existing stakes and 39 trimmed.
The largest buyer was First Manhattan, adding an estimated $133M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $80.8M sold.
- 156 institutional investors held LandBridge Co (LB) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $1.35B of LandBridge Co stock for Q3 2025, down 20% quarter-over-quarter.
- 30 funds opened new LandBridge Co positions in Q3 2025 and 30 closed out, a net change of 0 holders.
- The largest LandBridge Co buyer in Q3 2025 was First Manhattan, an estimated $133M added.
- The largest LandBridge Co seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $80.8M sold.
Based on aggregated 13F filings for Q3 2025.