We are live on ! Find out more
SBR

Sabine Royalty Trust

136 hedge funds and large institutions have $132M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more funds holding

Funds holding: 127136 (+9)

1% more capital invested

Capital invested by funds: $130M → $132M (+$1.74M)

0.37% more ownership

Funds ownership: 13.17%13.55% (+0.37%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
33
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
76
Westwood Holdings Group
Texas
$355K +$1.45K +22 +0.4%
GWM
77
Geneos Wealth Management
Colorado
$351K -$311K -4,727 -47%
BFG
78
Beacon Financial Group
Texas
$349K
ATC
79
Argent Trust Co
Tennessee
$332K
SS
80
Sunbelt Securities
Texas
$324K
TWP
81
Tyche Wealth Partners
Texas
$317K
SWP
82
Significant Wealth Partners
Illinois
$315K -$30.9K -470 -9%
Jane Street
83
Jane Street
New York
$285K -$468K -7,127 -62%
OA
84
Oxbow Advisors
Texas
$272K
MEAC
85
M.E. Allison & Co
Texas
$271K
JP Morgan Chase
86
JP Morgan Chase
New York
$268K -$44.2K -673 -14%
FBC
87
Fairfield, Bush & Co
Connecticut
$263K -$6.57K -100 -2%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$262K -$16.3K -248 -6%
PI
89
PFG Investments
New York
$260K +$256K +3,898 New
RFC
90
Regions Financial Corp
Alabama
$255K
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$248K
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$241K
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$237K -$26K -396 -10%
ACA
94
Ackerman Capital Advisors
Texas
$227K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$222K
AWS
96
Atria Wealth Solutions
New York
$205K +$202K +3,078 New
FPAS
97
Focus Partners Advisor Solutions
Missouri
$204K
PCIA
98
Prime Capital Investment Advisors
Kansas
$200K
ICM
99
Islay Capital Management
Texas
$199K -$65.7K -1,000 -25%
VIA
100
Virtus Investment Advisers
Connecticut
$173K +$11.5K +175 +7%

SBR Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q2 2025, worth a combined $132M — up 1.3% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SBR positions and 6 closed out — a net gain of 9 holders — while 33 added to existing stakes and 34 trimmed.

The largest buyer was Americana Partners, opening a new position worth an estimated $2.44M. The largest seller was Fayez Sarofim & Co, cutting an estimated $6.02M.

  • 136 institutional investors held Sabine Royalty Trust (SBR) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $132M of Sabine Royalty Trust stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 15 funds opened new Sabine Royalty Trust positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest Sabine Royalty Trust buyer in Q2 2025 was Americana Partners, an estimated $2.44M added.
  • The largest Sabine Royalty Trust seller in Q2 2025 was Fayez Sarofim & Co, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.