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SJT

San Juan Basin Royalty Trust

86 hedge funds and large institutions have $90.1M 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, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.11M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $72.7M → $90.1M (+$17.4M)

4.02% more ownership

Funds ownership: 28.3%32.31% (+4%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 8686 (0)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.13%
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
22
Closed
15
Calls
$3.19M
Puts
$1.11M
Net Calls
+$2.08M
Net Calls Change
-$4.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
26
State of Wyoming
Wyoming
$303K -$170K -27,957 -36%
GSCM
27
Greenfield Seitz Capital Management
Texas
$298K -$218K -35,850 -42%
Bank of America
28
Bank of America
North Carolina
$278K -$10.9K -1,803 -4%
WA
29
Waverly Advisors
Alabama
$259K
FFB
30
First Financial Bankshares
Texas
$224K
AWP
31
Atlas Wealth Partners
Pennsylvania
$201K +$56.8K +9,350 +38%
MIM
32
Meixler Investment Management
Arizona
$200K -$42.2K -6,950 -17%
Group One Trading
33
Group One Trading
Illinois
$196K +$51.6K +8,502 +35%
Citadel Advisors
34
Citadel Advisors
Florida
$194K +$197K +32,434 New
XT
35
XTX Topco
Cayman Islands
$192K +$195K +32,121 New
Osaic Holdings
36
Osaic Holdings
Arizona
$181K -$31.6K -5,213 -15%
Corient Private Wealth
37
Corient Private Wealth
Florida
$181K +$184K +30,260 New
HT
38
Heritage Trust
Oklahoma
$181K
RC
39
Roundview Capital
New Jersey
$179K
PC
40
Pecaut & Co
Iowa
$179K +$121K +20,000 +200%
CHAM
41
Clear Harbor Asset Management
Connecticut
$172K -$12.1K -2,000 -6%
ISL
42
Ingalls & Snyder LLC
New York
$171K
UBS Group
43
UBS Group
Switzerland
$139K -$178K -29,238 -56%
WG
44
Welch Group
Alabama
$131K
BMO
45
Beck Mack & Oliver
New York
$98.5K
BCA
46
Bay Colony Advisors
Massachusetts
$93.8K -$868 -143 -0.9%
Financial Engines Advisors
47
Financial Engines Advisors
California
$93K +$94.3K +15,534 New
PAG
48
Private Advisor Group
New Jersey
$91.9K +$93.4K +15,389 New
OIA
49
OneDigital Investment Advisors
Kansas
$90.9K
KA
50
Kovack Advisors
Florida
$89.7K -$30.4K -5,000 -25%

SJT Hedge Fund Activity: Q2 2025 in Review

86 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q2 2025, worth a combined $90.1M — up 24% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SJT positions and 15 closed out — a net gain of 1 holder — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $12.9M. The largest seller was Cannell Capital, cutting an estimated $4.94M.

  • 86 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $90.1M of San Juan Basin Royalty Trust stock for Q2 2025, up 24% quarter-over-quarter.
  • 16 funds opened new San Juan Basin Royalty Trust positions in Q2 2025 and 15 closed out, a net change of +1 holder.
  • The largest San Juan Basin Royalty Trust buyer in Q2 2025 was Horizon Kinetics Asset Management, an estimated $12.9M added.
  • The largest San Juan Basin Royalty Trust seller in Q2 2025 was Cannell Capital, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2025.