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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$60.4K |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$28.4K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$23.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$939 |
MTR Hedge Fund Activity: Q2 2025 in Review
13 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q2 2025, worth a combined $1.71M — down 17% from $2.05M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MTR positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Spire Wealth Management, opening a new position worth an estimated $8.05K. The largest seller was Mraz Amerine & Associates, exiting entirely with an estimated $60.4K sold.
- 13 institutional investors held Mesa Royalty Trust (MTR) as of Q2 2025, up from 12 in Q1 2025.
- Funds reported $1.71M of Mesa Royalty Trust stock for Q2 2025, down 17% quarter-over-quarter.
- 2 funds opened new Mesa Royalty Trust positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Mesa Royalty Trust buyer in Q2 2025 was Spire Wealth Management, an estimated $8.05K added.
- The largest Mesa Royalty Trust seller in Q2 2025 was Mraz Amerine & Associates, an estimated $60.4K sold.
Based on aggregated 13F filings for Q2 2025.