Mesa Royalty Trust
12 hedge funds and large institutions have $2.05M invested in Mesa Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
10% more capital invested
Capital invested by funds: $1.86M → $2.05M (+$190K)
0.83% more ownership
Funds ownership: 16.86% → 17.69% (+0.83%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WG
Welch Group
Birmingham,
Alabama
|
+$105K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$22K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.88K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$225 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$25.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.92K |
| 3 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
-$3.94K |
| 4 |
Morgan Stanley
New York
|
-$1.29K |
MTR Hedge Fund Activity: Q1 2025 in Review
12 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q1 2025, worth a combined $2.05M — up 10% from $1.86M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MTR positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Welch Group, opening a new position worth an estimated $105K. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $25.7K.
- 12 institutional investors held Mesa Royalty Trust (MTR) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $2.05M of Mesa Royalty Trust stock for Q1 2025, up 10% quarter-over-quarter.
- 3 funds opened new Mesa Royalty Trust positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest Mesa Royalty Trust buyer in Q1 2025 was Welch Group, an estimated $105K added.
- The largest Mesa Royalty Trust seller in Q1 2025 was Ashton Thomas Private Wealth, an estimated $25.7K sold.
Based on aggregated 13F filings for Q1 2025.