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 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

Top Buyers

1
SA
SoftVest Advisors
Texas
+$22.1M
2
HKAM
Horizon Kinetics Asset Management
New York
+$21.3M
3
MRI
Mad River Investors
Massachusetts
+$5.14M
4
ASN
Advisory Services Network
Georgia
+$2.53M
5
Group One Trading
Group One Trading
Illinois
+$2.26M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.14M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$784K
3
PA
Promethium Advisors
Maryland
-$755K
4
Lazard Asset Management
Lazard Asset Management
New York
-$708K
5
Simplex Trading
Simplex Trading
Illinois
-$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1
SoftVest Advisors
Texas
$77.3M +$22.1M +1,776,929 +40%
HKAM
2
Horizon Kinetics Asset Management
New York
$72.8M +$21.3M +1,705,498 +41%
SIC
3
Schwartz Investment Counsel
Michigan
$18M -$462K -37,193 -3%
MRI
4
Mad River Investors
Massachusetts
$11M +$5.14M +412,224 +87%
FRM
5
Foundation Resource Management
Arkansas
$8.01M -$57.5K -4,615 -0.7%
MC
6
Moors & Cabot
Massachusetts
$6.61M +$286K +22,915 +5%
HP
7
Hosking Partners
United Kingdom
$3.84M +$44.6K +3,583 +1%
Morgan Stanley
8
Morgan Stanley
New York
$3.66M +$2.04M +163,795 +126%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.31M +$105K +8,457 +3%
ASN
10
Advisory Services Network
Georgia
$3.3M +$2.53M +188,807 +328%
Wells Fargo
11
Wells Fargo
California
$3.06M +$11K +884 +0.4%
LPL Financial
12
LPL Financial
California
$2.94M -$12.3K -986 -0.4%
Group One Trading
13
Group One Trading
Illinois
$2.46M +$2.26M +181,460 +1,116%
Citadel Advisors
14
Citadel Advisors
Florida
$1.77M +$1.09M +87,495 +160%
BPA
15
Beacon Pointe Advisors
California
$1.72M +$1.04K +84 +0.1%
Lido Advisors
16
Lido Advisors
California
$1.47M -$12.5K -1,000 -0.8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.3M +$1.24M +99,829 +2,234%
BP
18
BWM Planning
Texas
$1.29M -$8.37K -672 -0.6%
Bessemer Group
19
Bessemer Group
New Jersey
$1.2M +$1.17M +94,021 +4,701%
AWP
20
Atlas Wealth Partners
Pennsylvania
$960K +$122K +9,800 +15%
PA
21
Promethium Advisors
Maryland
$887K -$755K -60,599 -46%
CAL
22
Capital Analysts LLC
Pennsylvania
$876K -$85.4K -6,855 -9%
Raymond James Financial
23
Raymond James Financial
Florida
$803K +$476K +38,164 +145%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$784K -$784K -62,936 -50%
EFS
25
Essex Financial Services
Connecticut
$737K +$25 +2 +0%
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