PBT

Permian Basin Royalty Trust

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

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 9394 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

91% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $15.3M

Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.32M
Puts
$15.3M
Net Calls
Net Calls Change

Top Sellers

1 -$1.14M
2 -$784K
3 -$755K
4
Lazard Asset Management
Lazard Asset Management
New York
-$708K
5
Simplex Trading
Simplex Trading
Illinois
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
BF
76
BOK Financial
Oklahoma
$5.76K
SIC
77
SJS Investment Consulting
Ohio
$5.49K
MAWAG
78
Mid-American Wealth Advisory Group
Missouri
$5.43K
CIAM
79
Caitong International Asset Management
Hong Kong
$4.85K
US Bancorp
80
US Bancorp
Minnesota
$3.74K
CTB
81
Country Trust Bank
Illinois
$3.74K
HI
82
Harbour Investments
Wisconsin
$3.73K
FGA
83
Fortis Group Advisors
New Jersey
$2.49K
CA
84
CoreCap Advisors
Michigan
$2.49K
AAS
85
Ameritas Advisory Services
Nebraska
$2.27K
W
86
WealthCollab
Washington
$2K
AssetMark Inc
87
AssetMark Inc
California
$1.77K
GRP
88
Global Retirement Partners
California
$1.25K
EWP
89
Elevation Wealth Partners
California
$1.24K
S
90
SignatureFD
Georgia
$1.08K
SS
91
Sunbelt Securities
Texas
$940
TRCT
92
Tower Research Capital (TRC)
New York
$748
WWM
93
Wolff Wiese Magana
California
$223
ACM
94
Anfield Capital Management
California
$87
OIAM
95
OFI Invest Asset Management
France
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
KWA
98
Kingswood Wealth Advisors
California
AWM
99
Apollon Wealth Management
South Carolina
PHS
100
Pekin Hardy Strauss
Illinois