PBT

Permian Basin Royalty Trust

96 hedge funds and large institutions have $433M invested in Permian Basin Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

7% less funds holding

Funds holding: 10396 (-7)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.04M
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$273K
KWA
52
Kingswood Wealth Advisors
California
$268K
IF
53
Ironwood Financial
Arizona
$265K
QC
54
Quadrature Capital
United Kingdom
$259K
FFB
55
First Financial Bankshares
Texas
$258K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$246K
Walleye Capital
57
Walleye Capital
New York
$225K
CAM
58
Clark Asset Management
New Hampshire
$215K
Russell Investments Group
59
Russell Investments Group
United Kingdom
$173K
AUB
60
Atlantic Union Bankshares
Virginia
$163K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$162K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$127K
Group One Trading
63
Group One Trading
Illinois
$101K
AIM
64
Access Investment Management
Georgia
$64.6K
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$61.1K
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$55.3K
GSWM
67
Golden State Wealth Management
California
$52.6K
LAM
68
Lummis Asset Management
Texas
$39.8K
Barclays
69
Barclays
United Kingdom
$38.8K
SRCM
70
Signature Resources Capital Management
California
$38.7K
GWM
71
Geneos Wealth Management
Colorado
$32.3K
TRCT
72
Tower Research Capital (TRC)
New York
$26.7K
Osaic Holdings
73
Osaic Holdings
Arizona
$25K
CI
74
CX Institutional
Indiana
$25K
SAM
75
Smartleaf Asset Management
Massachusetts
$21.8K