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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
SWM
501
Spire Wealth Management
Virginia
$6.05K
TPWA
502
Twin Peaks Wealth Advisors
California
$5.66K +$5.44K +423 New
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.29K
MAM
504
Meeder Asset Management
Ohio
$5.08K +$489 +38 +11%
AF
505
Advisornet Financial
Minnesota
$4.9K +$1.17K +91 +34%
CT
506
Clearstead Trust
Maine
$4.25K -$1.49K -116 -27%
GSWM
507
Golden State Wealth Management
California
$4.09K
HWM
508
Hemington Wealth Management
Virginia
$4K +$4.23K +329 +3,290%
MHR
509
Matthew Hamilton Rosenberg
$3.96K
SO
510
Sierra Ocean
California
$3.92K +$2.35K +183 +174%
CT
511
Colonial Trust
South Carolina
$3.58K
BIA
512
Bell Investment Advisors
California
$3.49K +$2.55K +198 +341%
PTC
513
Private Trust Company
Ohio
$3.41K -$1.89K -147 -37%
CL
514
CSS LLC
Illinois
$3.23K -$1.19M -92,364 -100%
OP
515
ORG Partners
Indiana
$3.22K -$4.89K -380 -62%
WA
516
WPG Advisers
Maryland
$3.21K +$476 +37 +19%
AssetMark Inc
517
AssetMark Inc
California
$3.17K +$2.82K +219 +1,564%
AT
518
Arlington Trust
Alabama
$2.52K +$450 +35 +23%
HFS
519
Hughes Financial Services
Virginia
$2.5K +$2.37K +184 New
PWMG
520
Private Wealth Management Group
New Jersey
$2.48K -$3.55K -276 -60%
AWM
521
Activest Wealth Management
Florida
$2.46K +$2.33K +181 New
CCC
522
Chelsea Counsel Company
California
$2.32K
JWA
523
JFS Wealth Advisors
Pennsylvania
$2.06K +$1.54K +120 +387%
WCM
524
Winthrop Capital Management
Indiana
$2K
CH
525
Cromwell Holdings
Wyoming
$1.47K +$772 +60 +125%

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.