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PR

Permian Resources

550 hedge funds and large institutions have $9.6B invested in Permian Resources in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 237 increasing their positions, 174 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $89.9M | Put options by funds: $32.7M

36% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 174

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

3.5% more ownership

Funds ownership: 96.61%100.1% (+3.5%)

3% more funds holding

Funds holding: 534550 (+16)

2% more capital invested

Capital invested by funds: $9.41B → $9.6B (+$188M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
550
Holders Change
+16
Holders Change %
+3%
% of All Funds
7.24%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
83
Increased
237
Reduced
174
Closed
62
Calls
$89.9M
Puts
$32.7M
Net Calls
+$57.3M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
476
Smallwood Wealth Investment Management
New Jersey
$29.6K
SWP
477
Strategic Wealth Partners
Ohio
$24.7K +$23.3K +1,810 New
GWM
478
Geneos Wealth Management
Colorado
$24.5K -$36.7K -2,852 -61%
BCV
479
Banque Cantonale Vaudoise
Switzerland
$23K
Optiver Holding
480
Optiver Holding
Netherlands
$22.3K -$11.3K -877 -35%
UOTTAIMCU
481
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$21K +$19.8K +1,539 New
POIA
482
Pin Oak Investment Advisors
Texas
$20K
RA
483
Rise Advisors
New York
$19.8K +$2.01K +156 +12%
EPIM
484
Evelyn Partners Investment Management
$19.6K
TPCW
485
TD Private Client Wealth
New York
$18.5K +$7.72K +600 +79%
AS
486
Altshuler Shaham
Israel
$18.3K +$17.2K +1,341 New
TC
487
Truvestments Capital
Florida
$17.5K
FHA
488
First Horizon Advisors
Tennessee
$14.2K +$849 +66 +7%
FFA
489
Farther Finance Advisors
California
$12.5K +$1.03K +80 +10%
CA
490
Clearstead Advisors
Ohio
$12.1K +$9.23K +718 +420%
GWSA
491
Global Wealth Strategies & Associates
Colorado
$10.9K
PB
492
Pinnacle Bancorp
Nebraska
$10.9K
MYIA
493
Mount Yale Investment Advisors
Colorado
$9.34K +$8.82K +686 New
MCM
494
MAI Capital Management
Ohio
$8.02K +$4.37K +340 +137%
NC
495
NewSquare Capital
Pennsylvania
$7.71K +$5.78K +449 +384%
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$7.65K -$1.81K -141 -20%
VCM
497
Versant Capital Management
Arizona
$7.6K -$9.43K -733 -57%
MSFP
498
Mark Sheptoff Financial Planning
Connecticut
$6.81K +$6.43K +500 New
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$6.61K +$1.03K +80 +20%
BTI
500
Blue Trust Inc
Georgia
$6.08K -$7.68K -597 -57%

PR Hedge Fund Activity: Q2 2025 in Review

550 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Permian Resources (PR) for Q2 2025, worth a combined $9.6B — up 2% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PR positions and 62 closed out — a net gain of 21 holders — while 237 added to existing stakes and 174 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $143M. The largest seller was Macquarie Group, cutting an estimated $102M.

  • 550 institutional investors held Permian Resources (PR) as of Q2 2025, up from 534 in Q1 2025.
  • Funds reported $9.6B of Permian Resources stock for Q2 2025, up 2% quarter-over-quarter.
  • 83 funds opened new Permian Resources positions in Q2 2025 and 62 closed out, a net change of +21 holders.
  • The largest Permian Resources buyer in Q2 2025 was Bank of New York Mellon, an estimated $143M added.
  • The largest Permian Resources seller in Q2 2025 was Macquarie Group, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2025.