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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
24% more capital invested
Capital invested by funds: $1.21M → $1.5M (+$286K)
10% more funds holding
Funds holding: 10 → 11 (+1)
1.57% more ownership
Funds ownership: 14.84% → 16.41% (+1.6%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$63.6K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$59.1K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$34.9K |
| 4 |
Morgan Stanley
New York
|
+$23.8K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$5 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$24.3K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.5K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$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 | -$24.3K | -5,000 | -2% |
|
|
WG
2
Welch Group
Birmingham,
Alabama
| $79.6K | – | – | – |
|
|
MGAM
3
McGowan Group Asset Management
Dallas,
Texas
| $64.1K | +$63.6K | +13,111 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $59.5K | +$59.1K | +12,175 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $48.4K | -$10.5K | -2,156 | -18% |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $35K | +$34.9K | +7,196 | New |
|
|
7
Morgan Stanley
New York
| $25.4K | +$23.8K | +4,900 | +1,623% |
|
8
JP Morgan Chase
New York
| $6.66K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.98K | -$1.46K | -301 | -33% |
|
|
CCM
10
Chilton Capital Management
Houston,
Texas
| $1.61K | – | – | – |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $571 | +$5 | +1 | +0.9% |
|
|
12
Wells Fargo
San Francisco,
California
| $1 | -$2.46K | -508 | Closed |
|
|
13
US Bancorp
Minneapolis,
Minnesota
| – | -$432 | -100 | Closed |
|
MTR Hedge Fund Activity: Q1 2026 in Review
11 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q1 2026, worth a combined $1.5M — up 24% from $1.21M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MTR positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was McGowan Group Asset Management, opening a new position worth an estimated $63.6K. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $24.3K.
- 11 institutional investors held Mesa Royalty Trust (MTR) as of Q1 2026, up from 10 in Q4 2025.
- Funds reported $1.5M of Mesa Royalty Trust stock for Q1 2026, up 24% quarter-over-quarter.
- 3 funds opened new Mesa Royalty Trust positions in Q1 2026 and 2 closed out, a net change of +1 holder.
- The largest Mesa Royalty Trust buyer in Q1 2026 was McGowan Group Asset Management, an estimated $63.6K added.
- The largest Mesa Royalty Trust seller in Q1 2026 was Ashton Thomas Private Wealth, an estimated $24.3K sold.
Based on aggregated 13F filings for Q1 2026.