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OR Royalties Inc

201 hedge funds and large institutions have $2.72B invested in OR Royalties Inc in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $34.3M | Put options by funds: $8.53M

267% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 12

18% more funds holding

Funds holding: 170201 (+31)

14% more capital invested

Capital invested by funds: $2.39B → $2.72B (+$329M)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

1.81% less ownership

Funds ownership: 70.78%68.96% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
201
Holders Change
+31
Holders Change %
+18.24%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
44
Increased
65
Reduced
61
Closed
12
Calls
$34.3M
Puts
$8.53M
Net Calls
+$25.8M
Net Calls Change
+$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$507M +$29.5M +1,534,292 +7%
VanEck Associates
2
VanEck Associates
New York
$314M -$38.2M -1,986,947 -12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M +$41.5M +2,162,197 +39%
Vanguard Group
4
Vanguard Group
Pennsylvania
$153M +$834K +43,417 +0.6%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$107M +$18.9M +982,437 +24%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$106M +$33.2M +1,728,760 +52%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$101M +$49.5M +2,574,458 +116%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$101M
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$79.6M +$8.37M +435,467 +13%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$76.4M -$65.7M -3,419,231 -49%
SI
11
Sprott Inc
Ontario, Canada
$68.4M -$3.06M -159,043 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$48.9M -$1.45M -75,556 -3%
EIM
13
Elliott Investment Management
Florida
$46M +$41.9M +2,180,151 New
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42.5M -$16.4M -855,504 -30%
TI
15
Tidal Investments
Wisconsin
$42.4M +$2.25M +116,923 +6%
HKAM
16
Horizon Kinetics Asset Management
New York
$36M +$828K +43,115 +3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$31.1M -$18.3M -954,680 -39%
Bank of America
18
Bank of America
North Carolina
$29.2M +$16.3M +850,133 +159%
Goldman Sachs
19
Goldman Sachs
New York
$26.5M +$14.6M +758,815 +152%
Invesco
20
Invesco
Georgia
$23.8M -$3.58M -186,278 -14%
Principal Financial Group
21
Principal Financial Group
Iowa
$23.5M -$3.1M -161,400 -13%
EPAM
22
Euro Pacific Asset Management
Puerto Rico
$23M -$117K -6,073 -0.6%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$22.9M +$518K +26,981 +3%
Amundi
24
Amundi
France
$22.7M +$4.11M +213,939 +25%
SRAIM
25
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$22.2M +$1.35M +70,466 +7%

OR Hedge Fund Activity: Q1 2025 in Review

201 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in OR Royalties Inc (OR) for Q1 2025, worth a combined $2.72B — up 14% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OR positions and 12 closed out — a net gain of 32 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $49.5M. The largest seller was Millennium Management, cutting an estimated $89.8M.

  • 201 institutional investors held OR Royalties Inc (OR) as of Q1 2025, up from 170 in Q4 2024.
  • Funds reported $2.72B of OR Royalties Inc stock for Q1 2025, up 14% quarter-over-quarter.
  • 44 funds opened new OR Royalties Inc positions in Q1 2025 and 12 closed out, a net change of +32 holders.
  • The largest OR Royalties Inc buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $49.5M added.
  • The largest OR Royalties Inc seller in Q1 2025 was Millennium Management, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2025.