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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
SA
1
SoftVest Advisors
Texas
$106M
HKAM
2
Horizon Kinetics Asset Management
New York
$105M +$1.59M +88,751 +1%
MRI
3
Mad River Investors
Massachusetts
$16.8M +$1.16M +64,589 +7%
SIC
4
Schwartz Investment Counsel
Michigan
$16.4M -$313K -17,475 -2%
FRM
5
Foundation Resource Management
Arkansas
$10.9M
MC
6
Moors & Cabot
Massachusetts
$9.95M +$994K +55,456 +10%
Jane Street
7
Jane Street
New York
$6.25M +$1.9M +105,788 +40%
HP
8
Hosking Partners
United Kingdom
$5.89M +$703K +39,230 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.4M -$560K -31,263 -11%
ASN
10
Advisory Services Network
Georgia
$4.19M +$2.31K +129 +0.1%
Wells Fargo
11
Wells Fargo
California
$4.08M -$23.4K -1,308 -0.5%
ML
12
MSRH LLC
New York
$4.06M +$4.28M +239,040 New
Citadel Advisors
13
Citadel Advisors
Florida
$3.99M -$226K -12,637 -5%
LPL Financial
14
LPL Financial
California
$3.9M -$67.2K -3,748 -2%
Morgan Stanley
15
Morgan Stanley
New York
$3.81M +$1.41M +78,727 +54%
SEI Investments
16
SEI Investments
Pennsylvania
$3.32M +$3.5M +195,400 New
Group One Trading
17
Group One Trading
Illinois
$2.8M -$176K -9,810 -6%
Lido Advisors
18
Lido Advisors
California
$2.24M +$74.9K +4,182 +4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.82M -$196K -10,949 -9%
BP
20
BWM Planning
Texas
$1.77M
JP Morgan Chase
21
JP Morgan Chase
New York
$1.72M +$3.76K +210 +0.2%
Raymond James Financial
22
Raymond James Financial
Florida
$1.67M +$225K +12,579 +15%
HF
23
HRT Financial
New York
$1.48M +$1.31M +73,371 +541%
AWP
24
Atlas Wealth Partners
Pennsylvania
$1.43M -$10.7K -599 -0.7%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.22M +$10.8K +604 +0.8%