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
HKAM
1
Horizon Kinetics Asset Management
New York
$33.9M +$5.98M +1,017,479 +22%
CC
2
Cannell Capital
Wyoming
$7.33M -$5.99M -1,018,400 -46%
Morgan Stanley
3
Morgan Stanley
New York
$5.59M +$590K +100,273 +12%
MPM
4
Mountaineer Partners Management
New York
$4.34M
ATPW
5
Ashton Thomas Private Wealth
Arizona
$3.85M -$20.7K -3,519 -0.5%
MC
6
Moors & Cabot
Massachusetts
$3.67M +$1.91M +325,100 +115%
PWA
7
Principia Wealth Advisory
Texas
$3.5M -$369K -62,723 -10%
KWA
8
Kingswood Wealth Advisors
California
$2.97M +$35.8K +6,085 +1%
PAIM
9
Punch & Associates Investment Management
Minnesota
$2.68M +$2.61M +443,701 New
LPL Financial
10
LPL Financial
California
$2.52M +$94K +15,979 +4%
LSC
11
Lesa Sroufe & Co
Washington
$2.05M +$19.6K +3,334 +1%
MTC
12
McDaniel Terry & Co
Texas
$1.92M
Raymond James Financial
13
Raymond James Financial
Florida
$1.85M -$184K -31,330 -9%
RA
14
RR Advisors
Texas
$1.83M -$664K -113,000 -27%
ASN
15
Advisory Services Network
Georgia
$1.43M
MAA
16
Mraz Amerine & Associates
California
$1.11M -$23.7K -4,030 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1M -$523K -88,947 -35%
Verition Fund Management
18
Verition Fund Management
Connecticut
$968K -$1.44M -244,399 -60%
FSA
19
Financial Sense Advisors
California
$844K +$822K +139,734 New
Wells Fargo
20
Wells Fargo
California
$461K -$18K -3,063 -4%
Citadel Advisors
21
Citadel Advisors
Florida
$460K +$257K +43,668 +135%
Two Sigma Investments
22
Two Sigma Investments
New York
$417K +$69.8K +11,863 +21%
PP
23
Pingora Partners
Wyoming
$386K
DIM
24
Delta Investment Management
California
$364K -$9.17K -1,560 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$339K +$23.1K +3,924 +8%

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.