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Permian Resources

529 hedge funds and large institutions have $9.41B invested in Permian Resources in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 225 increasing their positions, 169 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-3
Holders Change %
-0.56%
% of All Funds
7.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
85
Increased
225
Reduced
169
Closed
76
Calls
$72.5M
Puts
$30.2M
Net Calls
+$42.3M
Net Calls Change
+$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
CCC
501
Chelsea Counsel Company
California
$2.36K
PWA
502
Physician Wealth Advisors
Utah
$2.11K +$2.11K +152 New
AT
503
Arlington Trust
Alabama
$2.08K +$2.08K +150 New
WCM
504
Winthrop Capital Management
Indiana
$2K +$364 +20 +22%
CFO
505
CVA Family Office
Colorado
$1.92K +$498 +36 +35%
NC
506
NewSquare Capital
Pennsylvania
$1.62K -$14 -1 -0.8%
HI
507
Horizon Investments
North Carolina
$1.52K
GEA
508
Glen Eagle Advisors
New Jersey
$1.47K +$14 +1 +1%
SO
509
Sierra Ocean
California
$1.45K
FNWA
510
Financial Network Wealth Advisors
Utah
$1.39K +$1.39K +100 New
PWMG
511
Prestige Wealth Management Group
New Jersey
$1.11K +$443 +32 +67%
WFA
512
West Financial Advisors
Iowa
$923 +$14 +1 +2%
BIA
513
Bell Investment Advisors
California
$804
CH
514
Cromwell Holdings
Wyoming
$665 +$665 +48 New
WCM
515
WealthTrak Capital Management
Virginia
$624 +$624 +45 New
RCM
516
Raleigh Capital Management
North Carolina
$483 +$483 +35 New
JWA
517
JFS Wealth Advisors
Pennsylvania
$430 -$4.87K -351 -92%
TWD
518
True Wealth Design
Ohio
$374 -$28 -2 -7%
PWA
519
Principia Wealth Advisory
Texas
$297 -$285 -24 -49%
MCM
520
MV Capital Management
Maryland
$277 -$235 -17 -46%
VWA
521
Valued Wealth Advisors
Utah
$253
AssetMark Inc
522
AssetMark Inc
California
$194 -$30.6K -2,206 -99%
PCTC
523
Perkins Coie Trust Company
Washington
$193 +$193 +14 New
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$181 -$821 -59 -82%
KFI
525
Key Financial Inc
Pennsylvania
$180