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 %
BF
76
BOK Financial
Oklahoma
$5.76K 462 – –
SIC
77
SJS Investment Consulting
Ohio
$5.49K 442 +3 +0.7%
MAWAG
78
Mid-American Wealth Advisory Group
Missouri
$5.43K 437 +437 New
CIAM
79
Caitong International Asset Management
Hong Kong
$4.85K 389 -4 -1%
US Bancorp
80
US Bancorp
Minnesota
$3.74K 300 – –
CTB
81
Country Trust Bank
Illinois
$3.74K 300 +300 New
HI
82
Harbour Investments
Wisconsin
$3.73K 299 – –
FGA
83
Fortis Group Advisors
New Jersey
$2.49K 200 – –
CA
84
CoreCap Advisors
Michigan
$2.49K 200 +200 New
AAS
85
Ameritas Advisory Services
Nebraska
$2.27K 182 +182 New
W
86
WealthCollab
Washington
$2K 161 – –
AssetMark Inc
87
AssetMark Inc
California
$1.77K 142 +142 New
GRP
88
Global Retirement Partners
California
$1.25K 100 +100 New
EWP
89
Elevation Wealth Partners
California
$1.24K 100 +100 New
S
90
SignatureFD
Georgia
$1.08K 87 – –
SS
91
Sunbelt Securities
Texas
$940 85 -6,250 -99%
TRCT
92
Tower Research Capital (TRC)
New York
$748 60 -878 -94%
WWM
93
Wolff Wiese Magana
California
$223 18 +18 New
ACM
94
Anfield Capital Management
California
$87 7 – –
OIAM
95
OFI Invest Asset Management
France
– – -124,017 Closed
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
– – -22,146 Closed
KWA
97
Kingswood Wealth Advisors
California
– – -22,118 Closed
AWM
98
Apollon Wealth Management
South Carolina
– – -15,675 Closed
PHS
99
Pekin Hardy Strauss
Illinois
– – -15,500 Closed
PI
100
PFG Investments
New York
– – -14,070 Closed
1 2 3
4
5