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SBR

Sabine Royalty Trust

143 hedge funds and large institutions have $151M invested in Sabine Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0.2% less ownership

Funds ownership: 15.35%15.15% (-0.2%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 147143 (-4)

15% less capital invested

Capital invested by funds: $178M → $151M (-$26.1M)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
34
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
26
BWM Planning
Texas
$1.48M
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$1.45M +$43.2K +595 +3%
HF
28
HRT Financial
New York
$1.41M -$243K -3,342 -14%
UBS Group
29
UBS Group
Switzerland
$1.22M -$55.6K -765 -4%
Creative Planning
30
Creative Planning
Kansas
$1.21M +$88.8K +1,222 +7%
Lazard Asset Management
31
Lazard Asset Management
New York
$1.08M +$1.14M +15,747 New
Stifel Financial
32
Stifel Financial
Missouri
$1.07M -$5.81K -80 -0.5%
Raymond James Financial
33
Raymond James Financial
Florida
$1.06M -$43.7K -602 -4%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.03M +$30.4K +418 +3%
PA
35
PFG Advisors
Arizona
$1.02M
MC
36
Moors & Cabot
Massachusetts
$1.01M -$19.2K -264 -2%
P
37
&Partners
Tennessee
$962K +$1.02M +14,028 New
SWM
38
Sendero Wealth Management
Texas
$886K
ANTB
39
AMG National Trust Bank
Colorado
$869K
CIA
40
Capital Investment Advisors
Georgia
$837K -$15.9K -219 -2%
RC
41
Rahlfs Capital
Texas
$822K
SC
42
Savant Capital
Illinois
$820K +$869K +11,964 New
M
43
MOTCO
Texas
$795K
Osaic Holdings
44
Osaic Holdings
Arizona
$766K -$290K -3,985 -26%
ASN
45
Advisory Services Network
Georgia
$741K +$291 +4 +0%
DWM
46
DWR Wealth Management
California
$734K +$760K +10,466 New
RSWM
47
Robertson Stephens Wealth Management
California
$727K
EWA
48
Exencial Wealth Advisors
Oklahoma
$710K
FSA
49
Franklin Street Advisors
North Carolina
$691K
BB
50
Burford Brothers
Texas
$686K -$10.3K -142 -1%