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PRT

PermRock Royalty Trust Unit
PRT

21 hedge funds and large institutions have $844K invested in PermRock Royalty Trust Unit in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 15 → 21 (+6)

0.69% more ownership

Funds ownership: 1.79% → 2.49% (+0.69%)

3% less capital invested

Capital invested by funds: $867K → $844K (-$22.8K)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$155K
2
Citadel Advisors
Citadel Advisors
Florida
+$145K
3
Jane Street
Jane Street
New York
+$72.5K
4
UBS Group
UBS Group
Switzerland
+$8.9K
5
TAM
Tucker Asset Management
Colorado
+$7.47K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$46.7K
2
AG
AmeriFlex Group
Nevada
-$19.1K
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.14K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$172K -$46.7K -12,249 -17%
C
2
Certuity
Florida
$153K – – –
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$113K +$155K +40,627 New
Citadel Advisors
4
Citadel Advisors
Florida
$106K +$145K +37,958 New
HFS
5
Howard Financial Services
Texas
$80.5K – – –
Jane Street
6
Jane Street
New York
$53.1K +$72.5K +19,023 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$41.9K – – –
CAMG
8
CWA Asset Management Group
Florida
$41.1K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14K – – –
AG
10
AmeriFlex Group
Nevada
$13.9K -$19.1K -5,000 -50%
HWA
11
HHM Wealth Advisors
Tennessee
$12K – – –
AUB
12
Atlantic Union Bankshares
Virginia
$9.77K – – –
Barclays
13
Barclays
United Kingdom
$8.99K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$6.86K -$1.14K -300 -11%
UBS Group
15
UBS Group
Switzerland
$6.52K +$8.9K +2,336 New
TAM
16
Tucker Asset Management
Colorado
$5.49K +$7.47K +1,960 New
Morgan Stanley
17
Morgan Stanley
New York
$4.09K +$4 +1 +0.1%
Bank of America
18
Bank of America
North Carolina
$751 – – –
HI
19
Harbour Investments
Wisconsin
$279 – – –
SIS
20
Sound Income Strategies
Florida
$150 – – –
Wells Fargo
21
Wells Fargo
California
$3 +$4 +1 New

PRT Hedge Fund Activity: Q4 2025 in Review

21 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in PermRock Royalty Trust Unit (PRT) for Q4 2025, worth a combined $844K — down 2.6% from $867K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PRT positions and 0 closed out — a net gain of 6 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $155K. The largest seller was BlackRock, cutting an estimated $46.7K.

  • 21 institutional investors held PermRock Royalty Trust Unit (PRT) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $844K of PermRock Royalty Trust Unit stock for Q4 2025, down 2.6% quarter-over-quarter.
  • 6 funds opened new PermRock Royalty Trust Unit positions in Q4 2025 and 0 closed out, a net change of +6 holders.
  • The largest PermRock Royalty Trust Unit buyer in Q4 2025 was Susquehanna International Group, an estimated $155K added.
  • The largest PermRock Royalty Trust Unit seller in Q4 2025 was BlackRock, an estimated $46.7K sold.

Based on aggregated 13F filings for Q4 2025.