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Natural Resource Partners

70 hedge funds and large institutions have $570M invested in Natural Resource Partners in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

16% more capital invested

Capital invested by funds: $490M → $570M (+$79.8M)

13% more funds holding

Funds holding: 6270 (+8)

7.96% more ownership

Funds ownership: 34.22%42.17% (+8%)

26% less call options, than puts

Call options by funds: $3.81M | Put options by funds: $5.16M

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
0.85%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
15
Increased
24
Reduced
15
Closed
6
Calls
$3.81M
Puts
$5.16M
Net Calls
-$1.35M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$130M +$64.8M +620,972 +100%
Morgan Stanley
2
Morgan Stanley
New York
$105M +$13.1M +125,530 +14%
Goldman Sachs
3
Goldman Sachs
New York
$78.1M +$6.61M +63,350 +9%
P3I
4
Progeny 3 Inc
Washington
$32.6M
SW
5
Solidarity Wealth
Utah
$22.4M +$1.85M +17,731 +9%
SCM
6
Saber Capital Management
North Carolina
$21.8M +$21.8M +208,483 New
UBS Group
7
UBS Group
Switzerland
$20.5M -$1.95M -18,716 -9%
IG
8
ING Group
Netherlands
$18.3M +$1.36M +13,000 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$17.1M -$10.8M -103,747 -39%
OCP
10
Oakcliff Capital Partners
New York
$13.3M -$4.35M -41,706 -25%
Bank of America
11
Bank of America
North Carolina
$12.9M +$7.29M +69,841 +130%
EBSAM
12
Eubel Brady & Suttman Asset Management
Ohio
$12.3M
MIM
13
Meixler Investment Management
Arizona
$9.87M +$1.73M +16,539 +21%
Citigroup
14
Citigroup
New York
$7.65M -$2.51M -24,103 -25%
BAM
15
Ballast Asset Management
Texas
$7.54M -$382K -3,661 -5%
MLIM
16
Mountain Lake Investment Management
Florida
$6.82M +$2.06M +19,708 +43%
NCM
17
Nitor Capital Management
New Jersey
$6.7M +$6.7M +64,209 New
Citadel Advisors
18
Citadel Advisors
Florida
$6.28M +$2.31M +22,103 +58%
N
19
Natixis
France
$5.36M
LPL Financial
20
LPL Financial
California
$3.46M -$1.98K -19 -0.1%
GAM
21
Goldentree Asset Management
New York
$3.28M -$1.5M -14,351 -31%
AC
22
Annandale Capital
Texas
$2.74M +$11.2K +107 +0.4%
HKAM
23
Horizon Kinetics Asset Management
New York
$2.6M +$29.7K +285 +1%
PHS
24
Pekin Hardy Strauss
Illinois
$2.22M +$104K +1,000 +5%
SFO
25
Stokes Family Office
Louisiana
$1.83M +$203K +1,950 +13%

NRP Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Natural Resource Partners (NRP) for Q4 2025, worth a combined $570M — up 16% from $490M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NRP positions and 6 closed out — a net gain of 9 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $64.8M. The largest seller was JP Morgan Chase, cutting an estimated $10.8M.

  • 70 institutional investors held Natural Resource Partners (NRP) as of Q4 2025, up from 62 in Q3 2025.
  • Funds reported $570M of Natural Resource Partners stock for Q4 2025, up 16% quarter-over-quarter.
  • 15 funds opened new Natural Resource Partners positions in Q4 2025 and 6 closed out, a net change of +9 holders.
  • The largest Natural Resource Partners buyer in Q4 2025 was Corient Private Wealth, an estimated $64.8M added.
  • The largest Natural Resource Partners seller in Q4 2025 was JP Morgan Chase, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2025.