LandBridge Corporation
145 hedge funds and large institutions have $1.68B invested in LandBridge Corporation in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 64 increasing their positions, 25 reducing their positions, and 20 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 25
133% more capital inflows, than outflows
Capital inflows: $545M | Capital outflows: $234M
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: $9.7M
17% more funds holding
Funds holding: 124 → 145 (+21)
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 |
Hill City Capital
Boston,
Massachusetts
|
-$38.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$19.7M |
| 4 |
Oasis Management Company
Grand Cayman,
Cayman Islands
|
-$18.8M |
| 5 |
Yaupon Capital Management
New York
|
-$15.7M |
LB Hedge Fund Activity: Q1 2025 in Review
145 of the 7,483 institutional investors tracked by Wall St. Rank reported a position in LandBridge Corporation (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 64 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.
- 145 institutional investors held LandBridge Corporation (LB) as of Q1 2025, up from 124 in Q4 2024.
- Funds reported $1.68B of LandBridge Corporation stock for Q1 2025, up 35% quarter-over-quarter.
- 42 funds opened new LandBridge Corporation positions in Q1 2025 and 20 closed out, a net change of +22 holders.
- The largest LandBridge Corporation buyer in Q1 2025 was Morgan Stanley, an estimated $232M added.
- The largest LandBridge Corporation seller in Q1 2025 was Fidelity Investments, an estimated $71.6M sold.
Based on aggregated 13F filings for Q1 2025.