Scully Royalty
14 hedge funds and large institutions have $24.3M invested in Scully Royalty in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 5 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: 13 → 14 (+1)
2% more capital invested
Capital invested by funds: $23.7M → $24.3M (+$572K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.27% less ownership
Funds ownership: 27.58% → 27.31% (-0.27%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$273 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$196K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$51.9K |
| 3 |
Morgan Stanley
New York
|
-$33.2K |
| 4 |
Renaissance Technologies
New York
|
-$31.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $20.5M | – | – | – |
|
|
NCM
2
Nantahala Capital Management
New Canaan,
Connecticut
| $2.21M | – | – | – |
|
|
3
Morgan Stanley
New York
| $1.15M | -$33.2K | -5,823 | -3% |
|
|
4
Renaissance Technologies
New York
| $287K | -$31.9K | -5,600 | -10% |
|
|
KFP
5
Kerr Financial Planning
Fresno,
California
| $86K | +$85.3K | +14,964 | New |
|
|
6
Wells Fargo
San Francisco,
California
| $21.6K | -$51.9K | -9,115 | -72% |
|
|
7
UBS Group
Zurich,
Switzerland
| $16.3K | -$1.86K | -326 | -11% |
|
|
FCMT
8
Founders Capital Management (Texas)
Houston,
Texas
| $7.06K | – | – | – |
|
|
LFG
9
Larson Financial Group
St Louis,
Missouri
| $1.36K | – | – | – |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$196K | -34,374 | -100% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $390 | – | – | – |
|
|
PP
12
PFS Partners
Mine Hill,
New Jersey
| $348 | – | – | – |
|
|
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $288 | +$273 | +48 | New |
|
|
SS
14
SBI Securities
Tokyo,
Japan
| $42 | – | – | – |
|
15
Raymond James Financial
St Petersburg,
Florida
| – | -$1.08K | -187 | Closed |
|
SRL Hedge Fund Activity: Q3 2025 in Review
14 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q3 2025, worth a combined $24.3M — up 2.4% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SRL positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 5 trimmed.
The largest buyer was Federation des caisses Desjardins du Quebec, opening a new position worth an estimated $273. The largest seller was Royal Bank of Canada, cutting an estimated $196K.
- 14 institutional investors held Scully Royalty (SRL) as of Q3 2025, up from 13 in Q2 2025.
- Funds reported $24.3M of Scully Royalty stock for Q3 2025, up 2.4% quarter-over-quarter.
- 2 funds opened new Scully Royalty positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest Scully Royalty buyer in Q3 2025 was Federation des caisses Desjardins du Quebec, an estimated $273 added.
- The largest Scully Royalty seller in Q3 2025 was Royal Bank of Canada, an estimated $196K sold.
Based on aggregated 13F filings for Q3 2025.