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 %
SA
1
SoftVest Advisors
Texas
$43.9M – – –
HKAM
2
Horizon Kinetics Asset Management
New York
$41M +$1.87M +188,244 +5%
SIC
3
Schwartz Investment Counsel
Michigan
$14.7M +$987K +100,000 +7%
FRM
4
Foundation Resource Management
Arkansas
$6.42M -$145K -14,669 -2%
MC
5
Moors & Cabot
Massachusetts
$5.03M -$861K -86,928 -15%
MRI
6
Mad River Investors
Massachusetts
$4.67M +$2.23M +225,400 +92%
HP
7
Hosking Partners
United Kingdom
$3.02M -$25.6K -2,585 -0.8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.55M +$364K +36,740 +17%
Wells Fargo
9
Wells Fargo
California
$2.42M +$109K +11,021 +5%
LPL Financial
10
LPL Financial
California
$2.35M -$548K -55,262 -19%
BPA
11
Beacon Pointe Advisors
California
$1.37M -$4.1K -415 -0.3%
PA
12
Promethium Advisors
Maryland
$1.31M +$414K +41,797 +46%
Morgan Stanley
13
Morgan Stanley
New York
$1.29M -$161K -16,247 -11%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$1.25M +$623K +62,820 +100%
Lido Advisors
15
Lido Advisors
California
$1.18M +$41.7K +4,200 +4%
OIAM
16
OFI Invest Asset Management
France
$1.14M – – –
BP
17
BWM Planning
Texas
$1.03M – – –
CAL
18
Capital Analysts LLC
Pennsylvania
$765K -$7.34K -740 -0.9%
UBS Group
19
UBS Group
Switzerland
$672K +$78.9K +7,959 +13%
AWP
20
Atlas Wealth Partners
Pennsylvania
$666K +$12.5K +1,265 +2%
Lazard Asset Management
21
Lazard Asset Management
New York
$658K +$101K +10,170 +18%
Simplex Trading
22
Simplex Trading
Illinois
$631K +$414K +41,817 +191%
EFS
23
Essex Financial Services
Connecticut
$586K -$17.4K -1,754 -3%
ASN
24
Advisory Services Network
Georgia
$571K +$571K +57,584 New
Citadel Advisors
25
Citadel Advisors
Florida
$541K -$142K -14,318 -21%
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