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MTR
Mesa Royalty Trust
11 hedge funds and large institutions have $1.5M invested in Mesa Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Holders
11
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$63.6K | |
| 2 | +$59.1K | |
| 3 | +$34.9K | |
| 4 |
Morgan Stanley
New York
|
+$23.8K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$5 |
Top Sellers
| 1 | -$24.3K | |
| 2 | -$10.5K | |
| 3 | -$2.46K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.46K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$432 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.17M |
|
|||
|
WG
2
Welch Group
Birmingham,
Alabama
| $79.6K |
|
|||
|
MGAM
3
McGowan Group Asset Management
Dallas,
Texas
| $64.1K |
|
|||
4
Citadel Advisors
Miami,
Florida
| $59.5K |
|
|||
5
Osaic Holdings
Scottsdale,
Arizona
| $48.4K |
|
|||
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $35K |
|
|||
|
7
Morgan Stanley
New York
| $25.4K |
|
|||
8
JP Morgan Chase
New York
| $6.66K |
|
|||
|
9
UBS Group
Zurich,
Switzerland
| $2.98K |
|
|||
|
CCM
10
Chilton Capital Management
Houston,
Texas
| $1.61K |
|
|||
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $571 |
|
|||
12
Wells Fargo
San Francisco,
California
| $1 |
|
|||
|
13
US Bancorp
Minneapolis,
Minnesota
| – |
|