LandBridge Co
150 hedge funds and large institutions have $1.37B invested in LandBridge Co in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 37 reducing their positions, and 37 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 37
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10.15% more ownership
Funds ownership: 99.89% → 110.04% (+10%)
1% more capital invested
Capital invested by funds: $1.35B → $1.37B (+$18.3M)
8% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 37
4% less funds holding
Funds holding: 156 → 150 (-6)
16% less call options, than puts
Call options by funds: $6.81M | Put options by funds: $8.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
+$77.3M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$40.1M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$25.5M |
| 4 |
Goldman Sachs
New York
|
+$11.9M |
| 5 |
Amundi
Paris,
France
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.8M |
| 2 |
Two Sigma Investments
New York
|
-$8.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.94M |
| 4 |
Two Sigma Advisers
New York
|
-$7.2M |
| 5 |
Blackstone Inc
New York
|
-$5.33M |
LB Hedge Fund Activity: Q4 2025 in Review
150 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in LandBridge Co (LB) for Q4 2025, worth a combined $1.37B — up 1.4% from $1.35B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of LB and 34 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 63 added.
The largest buyer was First Manhattan, adding an estimated $77.3M. The largest seller was UBS Group, cutting an estimated $8.8M.
- 150 institutional investors held LandBridge Co (LB) as of Q4 2025, down from 156 in Q3 2025.
- Funds reported $1.37B of LandBridge Co stock for Q4 2025, up 1.4% quarter-over-quarter.
- 34 funds opened new LandBridge Co positions in Q4 2025 and 37 closed out, a net change of -3 holders.
- The largest LandBridge Co buyer in Q4 2025 was First Manhattan, an estimated $77.3M added.
- The largest LandBridge Co seller in Q4 2025 was UBS Group, an estimated $8.8M sold.
Based on aggregated 13F filings for Q4 2025.