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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
16
Calls
$1.32M
Puts
$15.3M
Net Calls
-$14M
Net Calls Change
-$11.8M

Top Buyers

1
SA
SoftVest Advisors
Texas
+$22.1M
2
HKAM
Horizon Kinetics Asset Management
New York
+$21.3M
3
MRI
Mad River Investors
Massachusetts
+$5.14M
4
ASN
Advisory Services Network
Georgia
+$2.53M
5
Group One Trading
Group One Trading
Illinois
+$2.26M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.14M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$784K
3
PA
Promethium Advisors
Maryland
-$755K
4
Lazard Asset Management
Lazard Asset Management
New York
-$708K
5
Simplex Trading
Simplex Trading
Illinois
-$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$681K -$164K -13,146 -19%
FCG
27
Fielder Capital Group
Tennessee
$601K – – –
Jane Street
28
Jane Street
New York
$577K +$577K +46,335 New
BFS
29
Bradley Foster & Sargent
Connecticut
$559K +$559K +44,975 New
HighTower Advisors
30
HighTower Advisors
Illinois
$505K +$144K +11,556 +40%
ECM
31
EagleClaw Capital Management
Massachusetts
$445K +$49.8K +4,000 +13%
BFIM
32
Beese Fulmer Investment Management
Ohio
$397K -$16.2K -1,300 -4%
SPIA
33
Steward Partners Investment Advisory
New York
$385K +$511 +41 +0.1%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$357K – – –
SOW
35
State of Wyoming
Wyoming
$352K -$36.1K -2,898 -9%
FIM
36
Fruth Investment Management
Texas
$315K – – –
FSA
37
Financial Sense Advisors
California
$312K – – –
BTI
38
Blue Trust Inc
Georgia
$254K – – –
ISL
39
Ingalls & Snyder LLC
New York
$253K – – –
SWP
40
Stratos Wealth Partners
Ohio
$253K +$120K +9,620 +90%
RFA
41
Resurgent Financial Advisors
Georgia
$249K – – –
State Street
42
State Street
Massachusetts
$233K +$12.1K +968 +5%
QC
43
Quadrature Capital
United Kingdom
$232K +$232K +18,597 New
CIA
44
Capital Investment Advisors
Georgia
$228K -$6.19K -498 -3%
WG
45
Welch Group
Alabama
$221K -$5K -402 -2%
Ameriprise
46
Ameriprise
Minnesota
$214K +$40K +3,213 +23%
PEAK6
47
PEAK6
Illinois
$196K +$196K +15,727 New
XT
48
XTX Topco
Cayman Islands
$188K +$188K +15,052 New
Creative Planning
49
Creative Planning
Kansas
$187K +$23.7K +1,903 +15%
VIA
50
Virtus Investment Advisers
Connecticut
$179K +$11.8K +949 +7%
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