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MTR
Mesa Royalty Trust
10 hedge funds and large institutions have $1.62M invested in Mesa Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.35% less ownership
Funds ownership: 16.52% → 16.17% (-0.35%)
5% less capital invested
Capital invested by funds: $1.71M → $1.62M (-$86K)
23% less funds holding
Funds holding: 13 → 10 (-3)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Holders
10
Holders Change
-3
Holders Change %
-23.08%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.46K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.85K |
Top Sellers
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$28.1K |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$8.21K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.12K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.56K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.34M | -$28.1K | -5,000 | -2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $103K | +$7.46K | +1,327 | +7% |
|
|
WG
3
Welch Group
Birmingham,
Alabama
| $85.9K | – | – | – |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $66.4K | -$2.06K | -366 | -3% |
|
|
5
UBS Group
Zurich,
Switzerland
| $9.92K | -$5.12K | -910 | -33% |
|
6
JP Morgan Chase
New York
| $6.95K | – | – | – |
|
|
7
Wells Fargo
San Francisco,
California
| $2.72K | +$2.85K | +507 | +50,700% |
|
|
CCM
8
Chilton Capital Management
Houston,
Texas
| $1.74K | – | – | – |
|
9
US Bancorp
Minneapolis,
Minnesota
| $535 | – | – | – |
|
10
Morgan Stanley
New York
| $12 | -$304 | -54 | -96% |
|
|
SWM
11
Spire Wealth Management
Mclean,
Virginia
| – | -$8.21K | -1,500 | Closed |
|
|
12
Raymond James Financial
St Petersburg,
Florida
| – | -$2.56K | -467 | Closed |
|
|
AF
13
Allworth Financial
Folsom,
California
| – | -$383 | -70 | Closed |
|