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 %
Bank of America
26
Bank of America
North Carolina
$278K 46,514 -1,803 -4%
WA
27
Waverly Advisors
Alabama
$259K 43,316 – –
FFB
28
First Financial Bankshares
Texas
$224K 37,500 – –
AWP
29
Atlas Wealth Partners
Pennsylvania
$201K 33,650 +9,350 +38%
MIM
30
Meixler Investment Management
Arizona
$200K 33,500 -6,950 -17%
Group One Trading
31
Group One Trading
Illinois
$196K 32,792 +8,502 +35%
Citadel Advisors
32
Citadel Advisors
Florida
$194K 32,434 +32,434 New
XT
33
XTX Topco
Cayman Islands
$192K 32,121 +32,121 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$181K 30,260 +30,260 New
HT
35
Heritage Trust
Oklahoma
$181K 30,201 – –
RC
36
Roundview Capital
New Jersey
$179K 30,000 – –
PC
37
Pecaut & Co
Iowa
$179K 30,000 +20,000 +200%
CHAM
38
Clear Harbor Asset Management
Connecticut
$172K 28,825 -2,000 -6%
ISL
39
Ingalls & Snyder LLC
New York
$171K 28,650 – –
UBS Group
40
UBS Group
Switzerland
$139K 23,300 -29,238 -56%
WG
41
Welch Group
Alabama
$131K 22,008 – –
Osaic Holdings
42
Osaic Holdings
Arizona
$98.7K 25,128 -10,360 -29%
BMO
43
Beck Mack & Oliver
New York
$98.6K 16,480 – –
BCA
44
Bay Colony Advisors
Massachusetts
$93.8K 15,682 -143 -0.9%
Financial Engines Advisors
45
Financial Engines Advisors
California
$93K 15,534 +15,534 New
PAG
46
Private Advisor Group
New Jersey
$91.9K 15,389 +15,389 New
OIA
47
OneDigital Investment Advisors
Kansas
$90.9K 15,199 – –
KA
48
Kovack Advisors
Florida
$89.7K 15,000 -5,000 -25%
FRM
49
Foundation Resource Management
Arkansas
$87.1K 14,565 – –
WS
50
Wedbush Securities
California
$81K 13,500 +1,500 +13%
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