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PRT

PermRock Royalty Trust Unit
PRT

14 hedge funds and large institutions have $966K invested in PermRock Royalty Trust Unit in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 14 → 14 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.12% less ownership

Funds ownership: 2.02% → 1.9% (-0.12%)

9% less capital invested

Capital invested by funds: $1.06M → $966K (-$93.3K)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFS
Howard Financial Services
Texas
+$113K
2
Raymond James Financial
Raymond James Financial
Florida
+$3.93K
3
Bank of America
Bank of America
North Carolina
+$1.06K
4
Osaic Holdings
Osaic Holdings
Arizona
+$31

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$106K
2
AG
AmeriFlex Group
Nevada
-$56.3K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.9K
4
UBS Group
UBS Group
Switzerland
-$7.12K
5
Morgan Stanley
Morgan Stanley
New York
-$4
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$310K – – –
C
2
Certuity
Florida
$230K – – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$128K -$22.9K -5,814 -16%
HFS
4
Howard Financial Services
Texas
$119K +$113K +28,741 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$62.9K – – –
CAMG
6
CWA Asset Management Group
Florida
$60.7K – – –
HWA
7
HHM Wealth Advisors
Tennessee
$17.8K – – –
Barclays
8
Barclays
United Kingdom
$13.5K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$11.5K +$31 +8 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$6.14K -$4 -1 -0.1%
Raymond James Financial
11
Raymond James Financial
Florida
$4.19K +$3.93K +1,000 New
Bank of America
12
Bank of America
North Carolina
$1.13K +$1.06K +269 New
HI
13
Harbour Investments
Wisconsin
$419 – – –
SIS
14
Sound Income Strategies
Florida
$203 – – –
Wells Fargo
15
Wells Fargo
California
$2 – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$106K -24,662 Closed
AG
17
AmeriFlex Group
Nevada
– -$56.3K -13,100 Closed
UBS Group
18
UBS Group
Switzerland
– -$7.12K -1,656 Closed

PRT Hedge Fund Activity: Q2 2025 in Review

14 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PermRock Royalty Trust Unit (PRT) for Q2 2025, worth a combined $966K — down 8.8% from $1.06M a quarter earlier.

Fund positioning in PRT was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 2 trimmed.

The largest buyer was Howard Financial Services, opening a new position worth an estimated $113K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $106K sold.

  • 14 institutional investors held PermRock Royalty Trust Unit (PRT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $966K of PermRock Royalty Trust Unit stock for Q2 2025, down 8.8% quarter-over-quarter.
  • 3 funds opened new PermRock Royalty Trust Unit positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest PermRock Royalty Trust Unit buyer in Q2 2025 was Howard Financial Services, an estimated $113K added.
  • The largest PermRock Royalty Trust Unit seller in Q2 2025 was Susquehanna International Group, an estimated $106K sold.

Based on aggregated 13F filings for Q2 2025.