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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
GEA
526
Glen Eagle Advisors
New Jersey
$1.46K +$13 +1 +0.9%
FNWA
527
Financial Network Wealth Advisors
Utah
$1.38K +$13 +1 +1%
FFO
528
Fortitude Family Office
Arizona
$1.29K -$2.64K -205 -68%
CAL
529
Capital Advisors Ltd
Ohio
$1K -$3.43K -267 -82%
AW
530
Avion Wealth
Texas
$1K +$1.21K +94 New
MCM
531
MV Capital Management
Maryland
$981 +$669 +52 +260%
TWD
532
True Wealth Design
Ohio
$940 +$540 +42 +156%
WFA
533
West Financial Advisors
Iowa
$918
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$858 +$810 +63 New
ACA
535
American Capital Advisory
Idaho
$750 +$707 +55 New
QWM
536
Quaker Wealth Management
New Jersey
$709 +$669 +52 New
PWMG
537
Prestige Wealth Management Group
New Jersey
$654 -$412 -32 -40%
RCM
538
Raleigh Capital Management
North Carolina
$480
WCM
539
WealthTrak Capital Management
Virginia
$477 -$129 -10 -22%
DPW
540
DiNuzzo Private Wealth
Pennsylvania
$477 +$283 +22 +169%
SIC
541
SJS Investment Consulting
Ohio
$395 +$283 +22 +314%
VWA
542
Valued Wealth Advisors
Utah
$251
HIA
543
HFM Investment Advisors
New Jersey
$245 +$231 +18 New
PWA
544
Principia Wealth Advisory
Texas
$204 -$129 -10 -40%
KFI
545
Key Financial Inc
Pennsylvania
$177
TFA
546
Transamerica Financial Advisors
Florida
$159 -$21.7K -1,684 -99%
RWM
547
Rialto Wealth Management
New York
$150 +$141 +11 New
BHWM
548
Bay Harbor Wealth Management
Maryland
$81 +$77 +6 New
FGC
549
Financial Gravity Companies
Texas
$14 +$13 +1 New
CFO
550
CVA Family Office
Colorado
$13 -$1.77K -138 -99%

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.