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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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 %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.19M
Puts
$1.11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
51
Foundation Resource Management
Arkansas
$87.1K
WS
52
Wedbush Securities
California
$81K
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$72K
RC
54
Rahlfs Capital
Texas
$68.7K
WA
55
Westfuller Advisors
New York
$68.4K
IFO
56
Intrepid Family Office
Florida
$63.2K
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$59.6K
FGC
58
Financial Gravity Companies
Texas
$38.2K
WSFS
59
Wilmington Savings Fund Society
Delaware
$29.9K
CCM
60
Chilton Capital Management
Texas
$25.1K
MCM
61
Manchester Capital Management
Vermont
$21.6K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$19.3K
RIL
63
Rothschild Investment LLC
Illinois
$15.2K
BlackRock
64
BlackRock
New York
$12.3K
SC
65
SouthState Corp
Florida
$11.9K
PWAM
66
Private Wealth Asset Management
Iowa
$7.77K
MCM
67
MAI Capital Management
Ohio
$6.87K
Comerica Bank
68
Comerica Bank
Texas
$5.45K
SS
69
Sunbelt Securities
Texas
$4.88K
NFSG
70
Newbridge Financial Services Group
Florida
$4.31K
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59K
SPIA
72
Steward Partners Investment Advisory
New York
$3.57K
MHR
73
Matthew Hamilton Rosenberg
$3.54K
BF
74
BOK Financial
Oklahoma
$2.76K
MAM
75
Morse Asset Management
Connecticut
$2.69K