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PVL

Permianville Royalty Trust

19 hedge funds and large institutions have $5.01M invested in Permianville Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $58K | Put options by funds: $42K

10% more capital invested

Capital invested by funds: $4.54M → $5.01M (+$464K)

0.6% less ownership

Funds ownership: 8.81%8.21% (-0.6%)

10% less funds holding

Funds holding: 2119 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
8
Closed
3
Calls
$58K
Puts
$42K
Net Calls
+$16K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.86M -$116K -72,295 -4%
PP
2
Pingora Partners
Wyoming
$1.63M -$37.9K -23,700 -3%
MGAM
3
McGowan Group Asset Management
Texas
$240K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$51.5K -$35.7K -22,319 -44%
CAM
5
Cresset Asset Management
Illinois
$45.5K +$235 +147 +0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$30.2K -$6.09K -3,808 -19%
Morgan Stanley
7
Morgan Stanley
New York
$27.8K
Wells Fargo
8
Wells Fargo
California
$24.3K -$4.48K -2,801 -18%
JWCA
9
J.W. Cole Advisors
Florida
$23.2K
MIM
10
Marco Investment Management
Georgia
$22.2K
PAG
11
Private Advisor Group
New Jersey
$18.8K -$795 -497 -5%
SPIA
12
Steward Partners Investment Advisory
New York
$11.7K
GWM
13
Geneos Wealth Management
Colorado
$10.4K -$10.9K -6,800 -55%
CFB
14
Cullen/Frost Bankers
Texas
$6.16K +$32 +20 +0.6%
Simplex Trading
15
Simplex Trading
Illinois
$6K -$30.1K -18,803 -84%
IA
16
IFP Advisors
Florida
$3.16K
SRCM
17
Signature Resources Capital Management
California
$1.11K
SS
18
Sunbelt Securities
Texas
$447
Group One Trading
19
Group One Trading
Illinois
$192 +$166 +104 New
Mariner
20
Mariner
Kansas
-$31.2K -20,011 Closed
GCP
21
GSA Capital Partners
United Kingdom
-$27K -17,570 Closed
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
-$17K -10,558 Closed

PVL Hedge Fund Activity: Q2 2025 in Review

19 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q2 2025, worth a combined $5.01M — up 10% from $4.54M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PVL and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Cresset Asset Management, adding an estimated $235. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $116K.

  • 19 institutional investors held Permianville Royalty Trust (PVL) as of Q2 2025, down from 21 in Q1 2025.
  • Funds reported $5.01M of Permianville Royalty Trust stock for Q2 2025, up 10% quarter-over-quarter.
  • 1 fund opened new Permianville Royalty Trust positions in Q2 2025 and 3 closed out, a net change of -2 holders.
  • The largest Permianville Royalty Trust buyer in Q2 2025 was Cresset Asset Management, an estimated $235 added.
  • The largest Permianville Royalty Trust seller in Q2 2025 was Ashton Thomas Private Wealth, an estimated $116K sold.

Based on aggregated 13F filings for Q2 2025.