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MTR
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.
New
Increased
Maintained
Reduced
Closed
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
Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.63M | -$25.7K | -4,000 | -2% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $139K | +$22K | +3,423 | +18% |
|
|
WG
3
Welch Group
Birmingham,
Alabama
| $98.4K | +$105K | +16,370 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $97.2K | +$8.88K | +1,382 | +10% |
|
|
MAA
5
Mraz Amerine & Associates
Modesto,
California
| $60.4K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $18.3K | -$5.92K | -922 | -24% |
|
7
JP Morgan Chase
New York
| $8.09K | – | – | – |
|
|
CCM
8
Chilton Capital Management
Houston,
Texas
| $2.04K | – | – | – |
|
|
9
Morgan Stanley
New York
| $1.26K | -$1.29K | -201 | -50% |
|
10
US Bancorp
Minneapolis,
Minnesota
| $622 | – | – | – |
|
|
AF
11
Allworth Financial
Folsom,
California
| $185 | +$225 | +35 | New |
|
12
Wells Fargo
San Francisco,
California
| $3 | +$6 | +1 | New |
|
|
WTC
13
WhitTier Trust Company
Reno,
Nevada
| – | -$3.94K | -667 | Closed |
|