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SBR

Sabine Royalty Trust
SBR

147 hedge funds and large institutions have $178M invested in Sabine Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $132M → $178M (+$46M)

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

8% more funds holding

Funds holding: 136 → 147 (+11)

1.8% more ownership

Funds ownership: 13.55% → 15.35% (+1.8%)

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
39
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
+$16.2M
2
PFS
Prospera Financial Services
Texas
+$1.92M
3
HF
HRT Financial
New York
+$1.7M
4
Morgan Stanley
Morgan Stanley
New York
+$1.49M
5
Walleye Capital
Walleye Capital
New York
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$7.88M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.48M
4
Wells Fargo
Wells Fargo
California
-$464K
5
Lazard Asset Management
Lazard Asset Management
New York
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
26
BWM Planning
Texas
$1.71M – – –
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$1.63M -$63.7K -892 -4%
UBS Group
28
UBS Group
Switzerland
$1.48M +$326K +4,566 +33%
Walleye Capital
29
Walleye Capital
New York
$1.41M +$1.27M +17,771 New
BTI
30
Blue Trust Inc
Georgia
$1.35M – – –
Creative Planning
31
Creative Planning
Kansas
$1.31M -$40.9K -573 -3%
Raymond James Financial
32
Raymond James Financial
Florida
$1.27M -$714 -10 -0.1%
Stifel Financial
33
Stifel Financial
Missouri
$1.24M -$3.57K -50 -0.3%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.22M +$810K +11,345 +282%
MC
35
Moors & Cabot
Massachusetts
$1.19M -$254K -3,564 -19%
PA
36
PFG Advisors
Arizona
$1.18M – – –
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.16M -$19.7K -276 -2%
TCA
38
Transcend Capital Advisors
New Jersey
$1.15M – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$1.13M -$187K -2,616 -15%
MTC
40
McDaniel Terry & Co
Texas
$1.11M – – –
SWM
41
Sendero Wealth Management
Texas
$1.03M – – –
ANTB
42
AMG National Trust Bank
Colorado
$1.01M – – –
CIA
43
Capital Investment Advisors
Georgia
$987K -$16.6K -233 -2%
RC
44
Rahlfs Capital
Texas
$952K – – –
M
45
MOTCO
Texas
$922K – – –
CAM
46
Cresset Asset Management
Illinois
$890K -$129K -1,805 -14%
ASN
47
Advisory Services Network
Georgia
$858K +$357 +5 +0%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$858K – – –
RSWM
49
Robertson Stephens Wealth Management
California
$842K – – –
EWA
50
Exencial Wealth Advisors
Oklahoma
$823K – – –
1
2
3 4 5

SBR Hedge Fund Activity: Q3 2025 in Review

147 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q3 2025, worth a combined $178M — up 35% from $132M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SBR positions and 5 closed out — a net gain of 12 holders — while 39 added to existing stakes and 31 trimmed.

The largest buyer was Americana Partners, adding an estimated $16.2M. The largest seller was Beacon Pointe Advisors, cutting an estimated $7.88M.

  • 147 institutional investors held Sabine Royalty Trust (SBR) as of Q3 2025, up from 136 in Q2 2025.
  • Funds reported $178M of Sabine Royalty Trust stock for Q3 2025, up 35% quarter-over-quarter.
  • 17 funds opened new Sabine Royalty Trust positions in Q3 2025 and 5 closed out, a net change of +12 holders.
  • The largest Sabine Royalty Trust buyer in Q3 2025 was Americana Partners, an estimated $16.2M added.
  • The largest Sabine Royalty Trust seller in Q3 2025 was Beacon Pointe Advisors, an estimated $7.88M sold.

Based on aggregated 13F filings for Q3 2025.