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MTR

Mesa Royalty Trust
MTR

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

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.46K
2
Wells Fargo
Wells Fargo
California
+$2.85K

Top Sellers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
-$28.1K
2
SWM
Spire Wealth Management
Virginia
-$8.21K
3
UBS Group
UBS Group
Switzerland
-$5.12K
4
Raymond James Financial
Raymond James Financial
Florida
-$2.56K
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.06K

MTR Hedge Fund Activity: Q3 2025 in Review

10 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q3 2025, worth a combined $1.62M — down 5% from $1.71M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MTR and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 2 added.

The largest buyer was Susquehanna International Group, adding an estimated $7.46K. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $28.1K.

  • 10 institutional investors held Mesa Royalty Trust (MTR) as of Q3 2025, down from 13 in Q2 2025.
  • Funds reported $1.62M of Mesa Royalty Trust stock for Q3 2025, down 5% quarter-over-quarter.
  • 0 funds opened new Mesa Royalty Trust positions in Q3 2025 and 3 closed out, a net change of -3 holders.
  • The largest Mesa Royalty Trust buyer in Q3 2025 was Susquehanna International Group, an estimated $7.46K added.
  • The largest Mesa Royalty Trust seller in Q3 2025 was Ashton Thomas Private Wealth, an estimated $28.1K sold.

Based on aggregated 13F filings for Q3 2025.