PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

94 hedge funds and large institutions have $241M invested in Permian Basin Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
30
Reduced
20
Closed
15
Calls
$342K
Puts
$12.6M
Net Calls
-$12.2M
Net Calls Change
-$10M

Top Buyers

1
SA
1
SoftVest Advisors
Texas
$77.3M
2
HKAM
2
Horizon Kinetics Asset Management
New York
$72.8M
3
MRI
3
Mad River Investors
Massachusetts
$11M
4
ASN
4
Advisory Services Network
Georgia
$3.3M
5
Group One Trading
5
Group One Trading
Illinois
$2.46M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$0
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$784K
3
PA
3
Promethium Advisors
Maryland
$887K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$113K
5
Simplex Trading
5
Simplex Trading
Illinois
$129K
Name Market Value Shares Shares
Change 		Shares
Change %
SA
1
SoftVest Advisors
Texas
$77.3M 6,206,624 +1,776,929 +40%
HKAM
2
Horizon Kinetics Asset Management
New York
$72.8M 5,839,825 +1,705,498 +41%
SIC
3
Schwartz Investment Counsel
Michigan
$18M 1,449,709 -37,193 -3%
MRI
4
Mad River Investors
Massachusetts
$11M 883,917 +412,224 +87%
FRM
5
Foundation Resource Management
Arkansas
$8.01M 643,257 -4,615 -0.7%
MC
6
Moors & Cabot
Massachusetts
$6.61M 530,208 +22,915 +5%
HP
7
Hosking Partners
United Kingdom
$3.84M 308,549 +3,583 +1%
Morgan Stanley
8
Morgan Stanley
New York
$3.66M 293,492 +163,795 +126%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.31M 265,724 +8,457 +3%
ASN
10
Advisory Services Network
Georgia
$3.3M 246,391 +188,807 +328%
Wells Fargo
11
Wells Fargo
California
$3.06M 245,398 +884 +0.4%
LPL Financial
12
LPL Financial
California
$2.94M 235,797 -986 -0.4%
Group One Trading
13
Group One Trading
Illinois
$2.46M 197,713 +181,460 +1,116%
Citadel Advisors
14
Citadel Advisors
Florida
$1.77M 142,059 +87,495 +160%
BPA
15
Beacon Pointe Advisors
California
$1.72M 138,593 +84 +0.1%
Lido Advisors
16
Lido Advisors
California
$1.47M 117,842 -1,000 -0.8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.3M 104,298 +99,829 +2,234%
BP
18
BWM Planning
Texas
$1.29M 103,725 -672 -0.6%
Bessemer Group
19
Bessemer Group
New Jersey
$1.2M 96,021 +94,021 +4,701%
AWP
20
Atlas Wealth Partners
Pennsylvania
$960K 77,163 +9,800 +15%
PA
21
Promethium Advisors
Maryland
$887K 71,230 -60,599 -46%
CAL
22
Capital Analysts LLC
Pennsylvania
$876K 70,323 -6,855 -9%
Raymond James Financial
23
Raymond James Financial
Florida
$803K 64,466 +38,164 +145%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$784K 62,936 -62,936 -50%
EFS
25
Essex Financial Services
Connecticut
$737K 59,174 +2 +0%
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