Mesa Royalty Trust
10 hedge funds and large institutions have $1.21M invested in Mesa Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.33% less ownership
Funds ownership: 16.17% → 14.84% (-1.3%)
25% less capital invested
Capital invested by funds: $1.62M → $1.21M (-$412K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.41K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$547 |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$358 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$103K |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$23.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.46K |
MTR Hedge Fund Activity: Q4 2025 in Review
10 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q4 2025, worth a combined $1.21M — down 25% from $1.62M a quarter earlier.
Fund positioning in MTR was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.41K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $103K sold.
- 10 institutional investors held Mesa Royalty Trust (MTR) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $1.21M of Mesa Royalty Trust stock for Q4 2025, down 25% quarter-over-quarter.
- 1 fund opened new Mesa Royalty Trust positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest Mesa Royalty Trust buyer in Q4 2025 was Morgan Stanley, an estimated $1.41K added.
- The largest Mesa Royalty Trust seller in Q4 2025 was Susquehanna International Group, an estimated $103K sold.
Based on aggregated 13F filings for Q4 2025.