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 %
UBS Group
26
UBS Group
Switzerland
$681K 54,642 -13,146 -19%
FCG
27
Fielder Capital Group
Tennessee
$601K 48,218 – –
Jane Street
28
Jane Street
New York
$577K 46,335 +46,335 New
BFS
29
Bradley Foster & Sargent
Connecticut
$559K 44,975 +44,975 New
HighTower Advisors
30
HighTower Advisors
Illinois
$505K 40,537 +11,556 +40%
ECM
31
EagleClaw Capital Management
Massachusetts
$445K 35,700 +4,000 +13%
BFIM
32
Beese Fulmer Investment Management
Ohio
$397K 31,917 -1,300 -4%
SPIA
33
Steward Partners Investment Advisory
New York
$385K 30,895 +41 +0.1%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$357K 28,682 – –
SOW
35
State of Wyoming
Wyoming
$352K 28,215 -2,898 -9%
FIM
36
Fruth Investment Management
Texas
$315K 25,400 – –
FSA
37
Financial Sense Advisors
California
$312K 25,000 – –
BTI
38
Blue Trust Inc
Georgia
$254K 20,420 – –
ISL
39
Ingalls & Snyder LLC
New York
$253K 20,268 – –
SWP
40
Stratos Wealth Partners
Ohio
$253K 20,270 +9,620 +90%
RFA
41
Resurgent Financial Advisors
Georgia
$249K 20,000 – –
State Street
42
State Street
Massachusetts
$233K 18,646 +968 +5%
QC
43
Quadrature Capital
United Kingdom
$232K 18,597 +18,597 New
CIA
44
Capital Investment Advisors
Georgia
$228K 18,362 -498 -3%
WG
45
Welch Group
Alabama
$221K 17,798 -402 -2%
Ameriprise
46
Ameriprise
Minnesota
$214K 17,185 +3,213 +23%
PEAK6
47
PEAK6
Illinois
$196K 15,727 +15,727 New
XT
48
XTX Topco
Cayman Islands
$188K 15,052 +15,052 New
Creative Planning
49
Creative Planning
Kansas
$187K 14,995 +1,903 +15%
VIA
50
Virtus Investment Advisers
Connecticut
$179K 14,369 +949 +7%
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