We are live on ! Find out more
SJT

San Juan Basin Royalty Trust

88 hedge funds and large institutions have $91.6M invested in San Juan Basin Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $780K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 8688 (+2)

2% more capital invested

Capital invested by funds: $90.1M → $91.6M (+$1.56M)

0.23% more ownership

Funds ownership: 32.31%32.55% (+0.23%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
19
Reduced
21
Closed
11
Calls
$2.58M
Puts
$780K
Net Calls
+$1.8M
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
76
Cove Street Capital
California
$6.05K +$5.89K +1,002 New
NFSG
77
Newbridge Financial Services Group
Florida
$4.35K
BlackRock
78
BlackRock
New York
$3.52K -$8.64K -1,469 -72%
TRCT
79
Tower Research Capital (TRC)
New York
$2.8K +$1.17K +199 +75%
IA
80
IFP Advisors
Florida
$2.39K
FGAM
81
Financial Gravity Asset Management
Texas
$2.21K +$2.15K +366 New
AF
82
Allworth Financial
California
$1.74K
CAM
83
Creekmur Asset Management
Illinois
$1.45K
US Bancorp
84
US Bancorp
Minnesota
$1.24K
PMFA
85
Plante Moran Financial Advisors
Michigan
$1.19K
FFA
86
Farther Finance Advisors
California
$423 +$412 +70 New
AAP
87
Arax Advisory Partners
Colorado
$36 +$35 +6 New
PCM
88
Prelude Capital Management
New York
-$2.37M -396,709 Closed
IFO
89
Intrepid Family Office
Florida
-$63.2K -10,574 Closed
CCM
90
Chilton Capital Management
Texas
-$25.1K -4,200 Closed
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.59K -600 Closed
MHR
92
Matthew Hamilton Rosenberg
-$3.54K -593 Closed
BF
93
BOK Financial
Oklahoma
-$2.76K -462 Closed
PGAM
94
Princeton Global Asset Management
New Jersey
-$1.49K -250 Closed
CFB
95
Cullen/Frost Bankers
Texas
-$1.2K -200 Closed
Jones Financial Companies
96
Jones Financial Companies
Missouri
-$291 -50 Closed
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
-$166 -28 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
-$6 -1 Closed
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
+$247 +42 New

SJT Hedge Fund Activity: Q3 2025 in Review

88 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in San Juan Basin Royalty Trust (SJT) for Q3 2025, worth a combined $91.6M — up 1.7% from $90.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SJT positions and 11 closed out — a net gain of 3 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $5.98M. The largest seller was Cannell Capital, cutting an estimated $5.99M.

  • 88 institutional investors held San Juan Basin Royalty Trust (SJT) as of Q3 2025, up from 86 in Q2 2025.
  • Funds reported $91.6M of San Juan Basin Royalty Trust stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 14 funds opened new San Juan Basin Royalty Trust positions in Q3 2025 and 11 closed out, a net change of +3 holders.
  • The largest San Juan Basin Royalty Trust buyer in Q3 2025 was Horizon Kinetics Asset Management, an estimated $5.98M added.
  • The largest San Juan Basin Royalty Trust seller in Q3 2025 was Cannell Capital, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2025.