SJT

San Juan Basin Royalty Trust
SJT

Overview Fund Activity

85 hedge funds and large institutions have $89.7M invested in San Juan Basin Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.14%
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
19
Reduced
21
Closed
15
Calls
$3.19M
Puts
$1.11M
Net Calls
+$2.08M
Net Calls Change
-$4.94M

Top Buyers

1
HKAM
Horizon Kinetics Asset Management
New York
+$12.7M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$2.42M
3
LPL Financial
LPL Financial
California
+$2.33M
4
MC
Moors & Cabot
Massachusetts
+$1.33M
5
KWA
Kingswood Wealth Advisors
California
+$1.23M

Top Sellers

1
CC
Cannell Capital
Wyoming
-$4.87M
2
PCM
Prelude Capital Management
New York
-$1.64M
3
PP
Pingora Partners
Wyoming
-$1.25M
4
BFM
Boothbay Fund Management
New York
-$844K
5
FSA
Financial Sense Advisors
California
-$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
26
State of Wyoming
Wyoming
$303K -$167K -27,957 -36%
Bank of America
27
Bank of America
North Carolina
$278K -$10.8K -1,803 -4%
WA
28
Waverly Advisors
Alabama
$259K – – –
FFB
29
First Financial Bankshares
Texas
$224K – – –
AWP
30
Atlas Wealth Partners
Pennsylvania
$201K +$55.9K +9,350 +38%
MIM
31
Meixler Investment Management
Arizona
$200K -$41.6K -6,950 -17%
Group One Trading
32
Group One Trading
Illinois
$196K +$50.8K +8,502 +35%
Citadel Advisors
33
Citadel Advisors
Florida
$194K +$194K +32,434 New
XT
34
XTX Topco
Cayman Islands
$192K +$192K +32,121 New
Corient Private Wealth
35
Corient Private Wealth
Florida
$181K +$181K +30,260 New
HT
36
Heritage Trust
Oklahoma
$181K – – –
RC
37
Roundview Capital
New Jersey
$179K – – –
PC
38
Pecaut & Co
Iowa
$179K +$119K +20,000 +200%
CHAM
39
Clear Harbor Asset Management
Connecticut
$172K -$12K -2,000 -6%
ISL
40
Ingalls & Snyder LLC
New York
$171K – – –
UBS Group
41
UBS Group
Switzerland
$139K -$175K -29,238 -56%
WG
42
Welch Group
Alabama
$131K – – –
Osaic Holdings
43
Osaic Holdings
Arizona
$98.7K -$40.7K -10,360 -29%
BMO
44
Beck Mack & Oliver
New York
$98.6K – – –
BCA
45
Bay Colony Advisors
Massachusetts
$93.8K -$855 -143 -0.9%
Financial Engines Advisors
46
Financial Engines Advisors
California
$93K +$93K +15,534 New
PAG
47
Private Advisor Group
New Jersey
$91.9K +$91.9K +15,389 New
OIA
48
OneDigital Investment Advisors
Kansas
$90.9K – – –
KA
49
Kovack Advisors
Florida
$89.7K -$29.9K -5,000 -25%
FRM
50
Foundation Resource Management
Arkansas
$87.1K – – –
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