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MTR
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.
New
Increased
Maintained
Reduced
Closed
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)
Holders
10
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.41K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$547 |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$358 |
Top Sellers
| 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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.07M | -$23.6K | -5,000 | -2% |
|
|
WG
2
Welch Group
Birmingham,
Alabama
| $68.6K | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $52.1K | +$358 | +76 | +0.6% |
|
4
JP Morgan Chase
New York
| $5.62K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.94K | -$4.46K | -945 | -51% |
|
6
Wells Fargo
San Francisco,
California
| $2.2K | – | – | – |
|
|
CCM
7
Chilton Capital Management
Houston,
Texas
| $1.39K | – | – | – |
|
|
8
Morgan Stanley
New York
| $1.31K | +$1.41K | +300 | +15,000% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $501 | +$547 | +116 | New |
|
10
US Bancorp
Minneapolis,
Minnesota
| $432 | – | – | – |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$103K | -19,286 | Closed |
|