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
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
16
Calls
$1.32M
Puts
$15.3M
Net Calls
-$14M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BF
76
BOK Financial
Oklahoma
$5.76K
SIC
77
SJS Investment Consulting
Ohio
$5.49K +$37 +3 +0.7%
MAWAG
78
Mid-American Wealth Advisory Group
Missouri
$5.43K +$5.43K +437 New
CIAM
79
Caitong International Asset Management
Hong Kong
$4.85K -$50 -4 -1%
US Bancorp
80
US Bancorp
Minnesota
$3.74K
CTB
81
Country Trust Bank
Illinois
$3.74K +$3.74K +300 New
HI
82
Harbour Investments
Wisconsin
$3.73K
FGA
83
Fortis Group Advisors
New Jersey
$2.49K
CA
84
CoreCap Advisors
Michigan
$2.49K +$2.49K +200 New
AAS
85
Ameritas Advisory Services
Nebraska
$2.27K +$2.27K +182 New
W
86
WealthCollab
Washington
$2K
AssetMark Inc
87
AssetMark Inc
California
$1.77K +$1.77K +142 New
GRP
88
Global Retirement Partners
California
$1.25K +$1.25K +100 New
EWP
89
Elevation Wealth Partners
California
$1.24K +$1.24K +100 New
S
90
SignatureFD
Georgia
$1.08K
SS
91
Sunbelt Securities
Texas
$940 -$69.1K -6,250 -99%
TRCT
92
Tower Research Capital (TRC)
New York
$748 -$10.9K -878 -94%
WWM
93
Wolff Wiese Magana
California
$223 +$223 +18 New
ACM
94
Anfield Capital Management
California
$87
OIAM
95
OFI Invest Asset Management
France
-$1.14M -124,017 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
-$311K -31,400 Closed
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
-$219K -22,146 Closed
KWA
98
Kingswood Wealth Advisors
California
-$218K -22,118 Closed
AWM
99
Apollon Wealth Management
South Carolina
-$155K -15,675 Closed
PHS
100
Pekin Hardy Strauss
Illinois
-$154K -15,500 Closed