Permianville Royalty Trust
24 hedge funds and large institutions have $5.84M invested in Permianville Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 5 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
9% more capital invested
Capital invested by funds: $5.33M → $5.84M (+$506K)
3% more call options, than puts
Call options by funds: $32K | Put options by funds: $31K
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$303K |
| 2 |
PP
Pingora Partners
Wilson,
Wyoming
|
+$74.7K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$57.3K |
| 4 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$22.4K |
| 5 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$21.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$18.4K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$10.1K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.44K |
| 4 |
Group One Trading
Chicago,
Illinois
|
-$1.62K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$595 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| – | -$10.1K | -5,600 | Closed |
|
|
27
Group One Trading
Chicago,
Illinois
| – | -$1.62K | -900 | Closed |
|
|
SS
28
Sunbelt Securities
Houston,
Texas
| – | -$595 | -329 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$60 | -33 | Closed |
|
PVL Hedge Fund Activity: Q4 2025 in Review
24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q4 2025, worth a combined $5.84M — up 9.5% from $5.33M a quarter earlier.
Fund positioning in PVL was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 2 trimmed.
The largest buyer was Ashton Thomas Private Wealth, adding an estimated $303K. The largest seller was Private Advisor Group, exiting entirely with an estimated $18.4K sold.
- 24 institutional investors held Permianville Royalty Trust (PVL) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $5.84M of Permianville Royalty Trust stock for Q4 2025, up 9.5% quarter-over-quarter.
- 5 funds opened new Permianville Royalty Trust positions in Q4 2025 and 5 closed out, a net change of 0 holders.
- The largest Permianville Royalty Trust buyer in Q4 2025 was Ashton Thomas Private Wealth, an estimated $303K added.
- The largest Permianville Royalty Trust seller in Q4 2025 was Private Advisor Group, an estimated $18.4K sold.
Based on aggregated 13F filings for Q4 2025.