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SJT

San Juan Basin Royalty Trust

89 hedge funds and large institutions have $86.8M invested in San Juan Basin Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more funds holding

Funds holding: 8889 (+1)

0.61% more ownership

Funds ownership: 32.55%33.15% (+0.61%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

5% less capital invested

Capital invested by funds: $91.6M → $86.8M (-$4.78M)

74% less call options, than puts

Call options by funds: $388K | Put options by funds: $1.5M

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
26
Closed
10
Calls
$388K
Puts
$1.5M
Net Calls
-$1.12M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$87.1K +$915 +158 +1%
FRM
52
Foundation Resource Management
Arkansas
$81.9K
WS
53
Wedbush Securities
California
$76K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$64.2K +$66.2K +11,431 New
WA
55
Westfuller Advisors
New York
$64.2K
VSQM
56
V-Square Quantitative Management
Illinois
$64.2K +$66.2K +11,430 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$62K -$5.79K -1,000 -8%
EFA
58
Evernest Financial Advisors
Indiana
$61.9K +$63.7K +11,000 New
RC
59
Rahlfs Capital
Texas
$61.8K -$2.9K -500 -4%
Simplex Trading
60
Simplex Trading
Illinois
$59.2K +$16.5K +2,855 +37%
KA
61
Kovack Advisors
Florida
$59K -$26.1K -4,500 -30%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$58.6K +$60.4K +10,424 New
Group One Trading
63
Group One Trading
Illinois
$58.4K -$69.9K -12,069 -54%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$56.2K
UBS Group
65
UBS Group
Switzerland
$46.6K -$124K -21,356 -72%
AG
66
AmeriFlex Group
Nevada
$28.7K -$11K -1,900 -27%
WSFS
67
Wilmington Savings Fund Society
Delaware
$28.1K
MAM
68
Morse Asset Management
Connecticut
$24.7K +$15.9K +2,740 +165%
EI
69
EFG International
$17.4K +$18K +3,100 New
Comerica Bank
70
Comerica Bank
Texas
$17K -$5.28K -912 -23%
IAIM
71
International Assets Investment Management
Florida
$16.9K +$17.4K +3,000 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$14.3K -$3.89K -671 -21%
RIL
73
Rothschild Investment LLC
Illinois
$13.1K
SC
74
SouthState Corp
Florida
$11.2K
SPIA
75
Steward Partners Investment Advisory
New York
$8.11K +$2.35K +405 +39%

SJT Hedge Fund Activity: Q4 2025 in Review

89 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q4 2025, worth a combined $86.8M — down 5.2% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SJT positions and 10 closed out — a net gain of 3 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $3.59M. The largest seller was Cannell Capital, cutting an estimated $2.19M.

  • 89 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q4 2025, up from 88 in Q3 2025.
  • Funds reported $86.8M of San Juan Basin Royalty Trust stock for Q4 2025, down 5.2% quarter-over-quarter.
  • 13 funds opened new San Juan Basin Royalty Trust positions in Q4 2025 and 10 closed out, a net change of +3 holders.
  • The largest San Juan Basin Royalty Trust buyer in Q4 2025 was Horizon Kinetics Asset Management, an estimated $3.59M added.
  • The largest San Juan Basin Royalty Trust seller in Q4 2025 was Cannell Capital, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2025.