LandBridge Corporation
157 hedge funds and large institutions have $1.69B invested in LandBridge Corporation in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 21 closing their positions.
215% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 26
99% more capital inflows, than outflows
Capital inflows: $242M | Capital outflows: $122M
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
8% more funds holding
Funds holding: 145 → 157 (+12)
7.17% more ownership
Funds ownership: 100.64% → 107.81% (+7.2%)
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
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Burkehill Global Management
New York
|
-$18M |
| 2 |
Gilder Gagnon Howe & Co
New York
|
-$13.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9M |
| 4 |
Monashee Investment Management
Boston,
Massachusetts
|
-$8.99M |
| 5 |
Ghisallo Capital Management
Boston,
Massachusetts
|
-$8.58M |
LB Hedge Fund Activity: Q2 2025 in Review
157 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in LandBridge Corporation (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 82 added to existing stakes and 26 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.
- 157 institutional investors held LandBridge Corporation (LB) as of Q2 2025, up from 145 in Q1 2025.
- Funds reported $1.69B of LandBridge Corporation stock for Q2 2025, up 0.6% quarter-over-quarter.
- 34 funds opened new LandBridge Corporation positions in Q2 2025 and 21 closed out, a net change of +13 holders.
- The largest LandBridge Corporation buyer in Q2 2025 was Morgan Stanley, an estimated $66.3M added.
- The largest LandBridge Corporation seller in Q2 2025 was Burkehill Global Management, an estimated $18M sold.
Based on aggregated 13F filings for Q2 2025.