SBR

Sabine Royalty Trust

144 hedge funds and large institutions have $177M invested in Sabine Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$18.1M
2 +$2.13M
3 +$1.9M
4
Morgan Stanley
Morgan Stanley
New York
+$1.66M
5
Walleye Capital
Walleye Capital
New York
+$1.41M

Top Sellers

1 -$8.76M
2 -$1.64M
3 -$1.55M
4
Wells Fargo
Wells Fargo
California
-$516K
5
Lazard Asset Management
Lazard Asset Management
New York
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$257K
PCIA
102
Prime Capital Investment Advisors
Kansas
$238K
KAS
103
Kestra Advisory Services
Texas
$235K
FFP
104
FourThought Financial Partners
Florida
$230K
FBC
105
Fairfield, Bush & Co
Connecticut
$221K
PCM
106
Perritt Capital Management
Illinois
$203K
IPW
107
IronBridge Private Wealth
Texas
$202K
VIA
108
Virtus Investment Advisers
Connecticut
$176K
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$168K
Citigroup
110
Citigroup
New York
$164K
GWM
111
Geneos Wealth Management
Colorado
$141K
ANBT
112
American National Bank & Trust
Texas
$118K
BTD
113
BankPlus Trust Department
Mississippi
$108K
LWCFA
114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K
AAS
115
Ameritas Advisory Services
Nebraska
$92.4K
NA
116
NewEdge Advisors
Louisiana
$82.6K
CNBTD
117
Citizens National Bank Trust Department
Mississippi
$79.5K
QWM
118
Quaker Wealth Management
New Jersey
$79.5K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$52.4K
SRCM
120
Signature Resources Capital Management
California
$47.7K
HNB
121
Huntington National Bank
Ohio
$39.7K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$26.3K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$19K
GRP
124
Global Retirement Partners
California
$18.9K
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$18.1K