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PBT

Permian Basin Royalty Trust

103 hedge funds and large institutions have $346M invested in Permian Basin Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

8% more funds holding

Funds holding: 95103 (+8)

1.79% more ownership

Funds ownership: 41.94%43.73% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $357M → $346M (-$10.5M)

91% less call options, than puts

Call options by funds: $1.55M | Put options by funds: $17.1M

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
19
Closed
7
Calls
$1.55M
Puts
$17.1M
Net Calls
-$15.6M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
76
Signature Resources Capital Management
California
$30.5K
KAS
77
Kestra Advisory Services
Texas
$27.7K +$29.3K +1,634 New
GWM
78
Geneos Wealth Management
Colorado
$25.5K
CIAM
79
Caitong International Asset Management
Hong Kong
$23.5K +$24.8K +1,385 New
PWA
80
Principia Wealth Advisory
Texas
$22.6K
EBA
81
Eagle Bay Advisors
New York
$22K +$23.1K +1,292 New
AF
82
Alerus Financial
North Dakota
$17K
GAFA
83
Garton & Associates Financial Advisors
Kentucky
$10.5K +$11.1K +617 New
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$7.64K +$7.45K +416 +1,224%
MWA
85
Medallion Wealth Advisors
Connecticut
$6.51K
W
86
WealthCollab
Washington
$6.29K
SIC
87
SJS Investment Consulting
Ohio
$5.66K +$18 +1 +0.3%
CTB
88
Country Trust Bank
Illinois
$5.09K
HI
89
Harbour Investments
Wisconsin
$4.79K
Barclays
90
Barclays
United Kingdom
$4.64K +$4.89K +273 New
FGA
91
Fortis Group Advisors
New Jersey
$3.4K
PP
92
PFS Partners
New Jersey
$3.4K
IAIM
93
International Assets Investment Management
Florida
$3.4K +$3.58K +200 New
CA
94
CoreCap Advisors
Michigan
$3.39K
AssetMark Inc
95
AssetMark Inc
California
$2.41K
WW
96
Winnow Wealth
Texas
$2.29K +$107 +6 +5%
S
97
SignatureFD
Georgia
$1.48K
SS
98
Sunbelt Securities
Texas
$1.47K +$18 +1 +1%
BlackRock
99
BlackRock
New York
$849 +$896 +50 New
TWC
100
TD Waterhouse Canada
Ontario, Canada
$763