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MTR
Mesa Royalty Trust
13 hedge funds and large institutions have $1.71M invested in Mesa Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
1.18% less ownership
Funds ownership: 17.69% → 16.52% (-1.2%)
17% less capital invested
Capital invested by funds: $2.05M → $1.71M (-$344K)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$8.05K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.5K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$188 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.42M | -$28.4K | -5,286 | -2% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $98.2K | -$23.5K | -4,376 | -20% |
|
|
WG
3
Welch Group
Birmingham,
Alabama
| $88.4K | – | – | – |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $67.5K | -$17.5K | -3,270 | -21% |
|
5
UBS Group
Zurich,
Switzerland
| $15.1K | -$939 | -175 | -6% |
|
|
SWM
6
Spire Wealth Management
Mclean,
Virginia
| $8.21K | +$8.05K | +1,500 | New |
|
7
JP Morgan Chase
New York
| $7.11K | – | – | – |
|
|
8
Raymond James Financial
St Petersburg,
Florida
| $2.56K | +$2.5K | +467 | New |
|
|
CCM
9
Chilton Capital Management
Houston,
Texas
| $1.79K | – | – | – |
|
10
US Bancorp
Minneapolis,
Minnesota
| $547 | – | – | – |
|
|
AF
11
Allworth Financial
Folsom,
California
| $383 | +$188 | +35 | +100% |
|
12
Morgan Stanley
New York
| $312 | -$778 | -145 | -72% |
|
13
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
MAA
14
Mraz Amerine & Associates
Modesto,
California
| – | -$60.4K | -10,046 | Closed |
|