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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
IFG
51
Independent Financial Group
California
$685K +$9.23K +127 +1%
FCG
52
Fielder Capital Group
Tennessee
$657K
VCA
53
Verdence Capital Advisors
Maryland
$651K -$72.7K -1,000 -10%
EFS
54
Essex Financial Services
Connecticut
$632K +$945 +13 +0.1%
Brown Advisory
55
Brown Advisory
Maryland
$624K
MEAC
56
M.E. Allison & Co
Texas
$620K +$436 +6 +0.1%
CAM
57
Cresset Asset Management
Illinois
$603K -$174K -2,400 -21%
STA
58
Summit Trail Advisors
New York
$583K
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$549K +$581K +8,000 New
CIC
60
Carnegie Investment Counsel
Ohio
$501K
State Street
61
State Street
Massachusetts
$490K +$4.94K +68 +1%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$482K +$511K +7,032 New
MTC
63
McDaniel Terry & Co
Texas
$480K -$509K -7,000 -50%
Ameriprise
64
Ameriprise
Minnesota
$476K +$48.2K +663 +11%
RWP
65
RWA Wealth Partners
Massachusetts
$471K -$61.9K -852 -11%
PTC
66
Private Trust Company
Ohio
$466K
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$446K -$40K -551 -8%
VCM
68
Voleon Capital Management
California
$434K +$71.5K +984 +18%
TI
69
TrueMark Investments
Illinois
$415K +$440K +6,050 New
HIC
70
Holderness Investments Company
North Carolina
$411K
BlackRock
71
BlackRock
New York
$407K +$428K +5,890 +11,780%
1WM
72
1900 Wealth Management
Texas
$405K
Jane Street
73
Jane Street
New York
$404K -$135K -1,859 -24%
CFO
74
Custos Family Office
Texas
$382K
WHG
75
Westwood Holdings Group
Texas
$368K +$1.02K +14 +0.3%