SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

83 hedge funds and large institutions have $88.2M invested in San Juan Basin Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 15 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
18
Reduced
21
Closed
15
Calls
$2.96M
Puts
$679K
Net Calls
+$2.29M
Net Calls Change
-$4.74M

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$27.5M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$2.42M
3
LPL Financial
3
LPL Financial
California
$2.4M
4
MC
4
Moors & Cabot
Massachusetts
$1.69M
5
KWA
5
Kingswood Wealth Advisors
California
$2.9M

Top Sellers

1
CC
1
Cannell Capital
Wyoming
$13.3M
2
PCM
2
Prelude Capital Management
New York
$2.37M
3
PP
3
Pingora Partners
Wyoming
$382K
4
BFM
4
Boothbay Fund Management
New York
$0
5
FSA
5
Financial Sense Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$27.5M 4,594,502 +2,124,370 +86%
CC
2
Cannell Capital
Wyoming
$13.3M 2,231,524 -813,884 -27%
Morgan Stanley
3
Morgan Stanley
New York
$4.93M 825,224 +30,945 +4%
MPM
4
Mountaineer Partners Management
New York
$4.3M 719,054 – –
ATPW
5
Ashton Thomas Private Wealth
Arizona
$3.83M 641,226 +1,983 +0.3%
PWA
6
Principia Wealth Advisory
Texas
$3.83M 641,479 -12,288 -2%
KWA
7
Kingswood Wealth Advisors
California
$2.9M 485,815 +206,780 +74%
RA
8
RR Advisors
Texas
$2.49M 416,000 – –
Verition Fund Management
9
Verition Fund Management
Connecticut
$2.42M 404,648 +404,648 New
LPL Financial
10
LPL Financial
California
$2.4M 401,516 +389,618 +3,275%
PCM
11
Prelude Capital Management
New York
$2.37M 396,709 -274,639 -41%
Raymond James Financial
12
Raymond James Financial
Florida
$2.02M 338,062 +40,363 +14%
LSC
13
Lesa Sroufe & Co
Washington
$2.01M 336,644 +16,315 +5%
MTC
14
McDaniel Terry & Co
Texas
$1.9M 318,076 – –
MC
15
Moors & Cabot
Massachusetts
$1.69M 282,350 +222,500 +372%
ASN
16
Advisory Services Network
Georgia
$1.44M 237,397 +189,170 +392%
MAA
17
Mraz Amerine & Associates
California
$1.12M 188,266 -980 -0.5%
BPA
18
Beacon Pointe Advisors
California
$686K 114,929 -2,000 -2%
Wells Fargo
19
Wells Fargo
California
$474K 79,340 -8,775 -10%
PP
20
Pingora Partners
Wyoming
$382K 63,946 -208,842 -77%
DIM
21
Delta Investment Management
California
$369K 61,868 +50,957 +467%
Two Sigma Investments
22
Two Sigma Investments
New York
$342K 57,160 -35,174 -38%
Creative Planning
23
Creative Planning
Kansas
$334K 55,971 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$312K 52,200 +49,200 +1,640%
SOW
25
State of Wyoming
Wyoming
$303K 50,671 -27,957 -36%
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