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 %
WS
51
Wedbush Securities
California
$81K +$9K +1,500 +13%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$72K -$486K -81,452 -87%
RC
53
Rahlfs Capital
Texas
$68.7K +$68.7K +11,500 New
WA
54
Westfuller Advisors
New York
$68.4K – – –
IFO
55
Intrepid Family Office
Florida
$63.2K +$63.2K +10,574 New
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$59.6K – – –
FGC
57
Financial Gravity Companies
Texas
$38.2K +$38.2K +6,398 New
WSFS
58
Wilmington Savings Fund Society
Delaware
$29.9K +$29.9K +5,000 New
CCM
59
Chilton Capital Management
Texas
$25.1K – – –
MCM
60
Manchester Capital Management
Vermont
$21.6K +$10.2K +1,710 +90%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$19.3K +$592 +99 +3%
RIL
62
Rothschild Investment LLC
Illinois
$15.2K – – –
BlackRock
63
BlackRock
New York
$12.3K +$8.74K +1,461 +248%
SC
64
SouthState Corp
Florida
$11.9K – – –
PWAM
65
Private Wealth Asset Management
Iowa
$7.77K +$7.77K +1,300 New
MCM
66
MAI Capital Management
Ohio
$6.87K – – –
Comerica Bank
67
Comerica Bank
Texas
$5.45K +$5.45K +912 New
SS
68
Sunbelt Securities
Texas
$4.89K – – –
NFSG
69
Newbridge Financial Services Group
Florida
$4.31K – – –
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59K -$32.3K -5,400 -90%
SPIA
71
Steward Partners Investment Advisory
New York
$3.57K – – –
MHR
72
Matthew Hamilton Rosenberg
$3.54K +$3.54K +593 New
BF
73
BOK Financial
Oklahoma
$2.76K – – –
MAM
74
Morse Asset Management
Connecticut
$2.69K +$2.69K +450 New
IA
75
IFP Advisors
Florida
$2.36K – – –
1 2
3
4