PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

93 hedge funds and large institutions have $148M invested in Permian Basin Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-3
Holders Change %
-3.13%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
30
Reduced
23
Closed
9
Calls
$2.55M
Puts
$4.74M
Net Calls
-$2.19M
Net Calls Change
-$1.74M

Top Buyers

1
MRI
Mad River Investors
Massachusetts
+$2.23M
2
HKAM
Horizon Kinetics Asset Management
New York
+$1.87M
3
SIC
Schwartz Investment Counsel
Michigan
+$987K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$623K
5
ASN
Advisory Services Network
Georgia
+$571K

Top Sellers

1
MC
Moors & Cabot
Massachusetts
-$861K
2
GM
GeoWealth Management
Illinois
-$550K
3
LPL Financial
LPL Financial
California
-$548K
4
Jane Street
Jane Street
New York
-$475K
5
Raymond James Financial
Raymond James Financial
Florida
-$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Manchester Capital Management
Vermont
$7.43K – – –
SWM
77
Spire Wealth Management
Virginia
$7.4K – – –
WW
78
Winnow Wealth
Texas
$5.59K +$841 +85 +18%
VWM
79
Vermillion Wealth Management
Minnesota
$5.01K +$30 +3 +0.6%
BF
80
BOK Financial
Oklahoma
$4.58K – – –
SIC
81
SJS Investment Consulting
Ohio
$4.34K +$20 +2 +0.5%
CIAM
82
Caitong International Asset Management
Hong Kong
$3.9K +$3.9K +393 New
US Bancorp
83
US Bancorp
Minnesota
$2.97K – – –
HI
84
Harbour Investments
Wisconsin
$2.96K -$4.31K -435 -59%
FGA
85
Fortis Group Advisors
New Jersey
$1.98K – – –
W
86
WealthCollab
Washington
$1.59K +$1.59K +161 New
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$862 +$862 +87 New
S
88
SignatureFD
Georgia
$859 – – –
CA
89
Clearstead Advisors
Ohio
$857 – – –
BTD
90
BankPlus Trust Department
Mississippi
$119 – – –
ACM
91
Anfield Capital Management
California
$69 – – –
BlackRock
92
BlackRock
New York
$50 +$50 +5 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$28 +$28 +3 New
GM
94
GeoWealth Management
Illinois
– -$550K -49,947 Closed
Jane Street
95
Jane Street
New York
– -$475K -42,885 Closed
BBHC
96
Brown Brothers Harriman & Co
New York
– -$251K -22,645 Closed
AWS
97
Atria Wealth Solutions
New York
– -$127K -11,465 Closed
VWM
98
Venturi Wealth Management
Texas
– -$61.9K -5,586 Closed
NC
99
NewSquare Capital
Pennsylvania
– -$11K -1,000 Closed
BIG
100
Brooklyn Investment Group
New York
– -$10.1K -909 Closed
1 2 3
4
5