Scully Royalty
13 hedge funds and large institutions have $23.7M invested in Scully Royalty in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.43% less ownership
Funds ownership: 28.01% → 27.58% (-0.43%)
30% less capital invested
Capital invested by funds: $33.7M → $23.7M (-$9.94M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.63K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.32K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$460 |
| 4 |
SS
SBI Securities
Tokyo,
Japan
|
+$21 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$182K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$170K |
| 3 |
Morgan Stanley
New York
|
-$85.9K |
| 4 |
Renaissance Technologies
New York
|
-$31.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $19.8M | – | – | – |
|
|
NCM
2
Nantahala Capital Management
New Canaan,
Connecticut
| $2.14M | – | – | – |
|
|
3
Morgan Stanley
New York
| $1.15M | -$85.9K | -12,152 | -6% |
|
|
4
Renaissance Technologies
New York
| $310K | -$31.8K | -4,500 | -8% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $200K | -$170K | -24,062 | -41% |
|
|
6
Wells Fargo
San Francisco,
California
| $73.7K | +$1.63K | +230 | +2% |
|
|
7
UBS Group
Zurich,
Switzerland
| $17.6K | -$2.86K | -404 | -12% |
|
|
FCMT
8
Founders Capital Management (Texas)
Houston,
Texas
| $6.83K | – | – | – |
|
|
LFG
9
Larson Financial Group
St Louis,
Missouri
| $1.31K | – | – | – |
|
|
10
Raymond James Financial
St Petersburg,
Florida
| $1.08K | +$1.32K | +187 | New |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $377 | +$460 | +65 | New |
|
|
PP
12
PFS Partners
Mine Hill,
New Jersey
| $337 | – | – | – |
|
|
SS
13
SBI Securities
Tokyo,
Japan
| $41 | +$21 | +3 | +75% |
|
|
SW
14
SVB Wealth
Boston,
Massachusetts
| – | -$182K | -22,455 | Closed |
|
SRL Hedge Fund Activity: Q2 2025 in Review
13 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q2 2025, worth a combined $23.7M — down 30% from $33.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SRL positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.63K. The largest seller was SVB Wealth, exiting entirely with an estimated $182K sold.
- 13 institutional investors held Scully Royalty (SRL) as of Q2 2025, up from 12 in Q1 2025.
- Funds reported $23.7M of Scully Royalty stock for Q2 2025, down 30% quarter-over-quarter.
- 2 funds opened new Scully Royalty positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Scully Royalty buyer in Q2 2025 was Wells Fargo, an estimated $1.63K added.
- The largest Scully Royalty seller in Q2 2025 was SVB Wealth, an estimated $182K sold.
Based on aggregated 13F filings for Q2 2025.