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 %
Bank of America
51
Bank of America
North Carolina
$162K 13,037 +2,769 +27%
WA
52
Waverly Advisors
Alabama
$157K 12,666 – –
FM
53
Family Management
New York
$157K 12,623 +12,623 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$154K 12,385 +405 +3%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$151K 12,132 – –
FFB
56
First Financial Bankshares
Texas
$150K 12,000 – –
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$148K 11,442 – –
KI
58
Kapitalo Investimentos
Brazil
$147K 11,761 +11,761 New
Simplex Trading
59
Simplex Trading
Illinois
$129K 10,384 -53,295 -84%
CAM
60
Clark Asset Management
New Hampshire
$124K 10,000 +10,000 New
IF
61
Ironwood Financial
Arizona
$122K 12,300 – –
Lazard Asset Management
62
Lazard Asset Management
New York
$113K 9,143 -57,295 -86%
AWM
63
Avondale Wealth Management
Texas
$93.5K 7,500 -21,500 -74%
AUB
64
Atlantic Union Bankshares
Virginia
$81.3K 6,524 +6,524 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$80K 6,412 +1,037 +19%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$73.7K 5,912 – –
AIM
67
Access Investment Management
Georgia
$64.4K 5,178 +5,178 New
NA
68
NewEdge Advisors
Louisiana
$46.9K 3,762 +1,304 +53%
GSWM
69
Golden State Wealth Management
California
$30.5K 2,446 – –
Osaic Holdings
70
Osaic Holdings
Arizona
$26.5K 2,379 -299 -11%
LAM
71
Lummis Asset Management
Texas
$23K 1,850 – –
SRCM
72
Signature Resources Capital Management
California
$22.4K 1,800 – –
PWA
73
Principia Wealth Advisory
Texas
$16.6K 1,333 – –
AF
74
Alerus Financial
North Dakota
$12.5K 1,000 +1,000 New
MCM
75
Manchester Capital Management
Vermont
$9.35K 750 – –
1 2
3
4 5