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MTR

Mesa Royalty Trust
MTR

13 hedge funds and large institutions have $945K invested in Mesa Royalty Trust in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding

Funds holding: 11 → 13 (+2)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.06% less ownership

Funds ownership: 16.41% → 16.35% (-0.06%)

37% less capital invested

Capital invested by funds: $1.5M → $945K (-$551K)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WG
Welch Group
Alabama
+$25.7K
2
US Bancorp
US Bancorp
Minnesota
+$13.8K
3
Citadel Advisors
Citadel Advisors
Florida
+$10.8K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.91K
5
MGAM
McGowan Group Asset Management
Texas
+$17

Top Sellers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
-$21.6K
2
Morgan Stanley
Morgan Stanley
New York
-$5.22K
3
UBS Group
UBS Group
Switzerland
-$249
4
Osaic Holdings
Osaic Holdings
Arizona
-$191

MTR Hedge Fund Activity: Q2 2026 in Review

13 of the 8,303 institutional investors tracked by Wall St. Rank reported a position in Mesa Royalty Trust (MTR) for Q2 2026, worth a combined $945K — down 37% from $1.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MTR positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Welch Group, adding an estimated $25.7K. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $21.6K.

  • 13 institutional investors held Mesa Royalty Trust (MTR) as of Q2 2026, up from 11 in Q1 2026.
  • Funds reported $945K of Mesa Royalty Trust stock for Q2 2026, down 37% quarter-over-quarter.
  • 3 funds opened new Mesa Royalty Trust positions in Q2 2026 and 0 closed out, a net change of +3 holders.
  • The largest Mesa Royalty Trust buyer in Q2 2026 was Welch Group, an estimated $25.7K added.
  • The largest Mesa Royalty Trust seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $21.6K sold.

Based on aggregated 13F filings for Q2 2026.