We are live on ! Find out more
PVL

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.

New
Increased
Maintained
Reduced
Closed

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: 2424 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
2
Closed
5
Calls
$32K
Puts
$31K
Net Calls
+$1K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
1
Ashton Thomas Private Wealth
Arizona
$3.14M +$303K +167,616 +11%
PP
2
Pingora Partners
Wyoming
$1.7M +$74.7K +41,386 +5%
MGAM
3
McGowan Group Asset Management
Texas
$233K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$191K +$20.7K +11,481 +12%
Citadel Advisors
5
Citadel Advisors
Florida
$108K +$57.3K +31,727 +113%
CHAM
6
Clear Harbor Asset Management
Connecticut
$90.9K +$9.93K +5,500 +12%
DG
7
Diesslin Group
Texas
$49.6K +$50K +27,715 New
CAM
8
Cresset Asset Management
Illinois
$47.3K +$2.05K +1,138 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$46.3K +$16.8K +9,326 +57%
KPWS
10
Kestra Private Wealth Services
Texas
$36.9K
MML Investors Services
11
MML Investors Services
Massachusetts
$29.9K +$1.31K +728 +5%
Morgan Stanley
12
Morgan Stanley
New York
$27K -$2 -1 -0%
JWCA
13
J.W. Cole Advisors
Florida
$22.5K
HIP
14
HUB Investment Partners
Texas
$22.2K +$22.4K +12,397 New
XT
15
XTX Topco
Cayman Islands
$21.7K +$21.8K +12,082 New
MIM
16
Marco Investment Management
Georgia
$21.5K
Wells Fargo
17
Wells Fargo
California
$18.2K -$9.44K -5,230 -34%
SPIA
18
Steward Partners Investment Advisory
New York
$11.4K
CFB
19
Cullen/Frost Bankers
Texas
$6.32K +$278 +154 +5%
Simplex Trading
20
Simplex Trading
Illinois
$5.73K +$706 +391 +14%
IA
21
IFP Advisors
Florida
$3.08K
GAMC
22
Garner Asset Management Corp
Texas
$1.79K +$1.8K +1,000 New
SRCM
23
Signature Resources Capital Management
California
$1.07K
TAM
24
Tucker Asset Management
Colorado
$895 +$902 +500 New
PAG
25
Private Advisor Group
New Jersey
-$18.4K -10,151 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.