We are live on ! Find out more
SRL icon

Scully Royalty
SRL

14 hedge funds and large institutions have $34.5M invested in Scully Royalty in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $24.3M → $34.5M (+$10.2M)

0% more funds holding

Funds holding: 14 → 14 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.08% less ownership

Funds ownership: 27.31% → 27.23% (-0.08%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
2
Reduced
3
Closed
2
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$178K
2
Citadel Advisors
Citadel Advisors
Florida
+$76.3K
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.06K
4
Wells Fargo
Wells Fargo
California
+$25

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$302K
2
UBS Group
UBS Group
Switzerland
-$16.4K
3
FCMT
Founders Capital Management (Texas)
Texas
-$7.06K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1K
5
SS
SBI Securities
Japan
-$12
Name Holding Trade Value Shares
Change 		Change in
Stake
IR
1
IAT Reinsurance
New York
$29.2M – – –
NCM
2
Nantahala Capital Management
Connecticut
$3.15M – – –
Morgan Stanley
3
Morgan Stanley
New York
$1.22M -$302K -49,264 -26%
Renaissance Technologies
4
Renaissance Technologies
New York
$413K +$3.06K +500 +1%
Barclays
5
Barclays
United Kingdom
$249K +$178K +29,100 New
KFP
6
Kerr Financial Planning
California
$134K – – –
Citadel Advisors
7
Citadel Advisors
Florida
$106K +$76.3K +12,454 New
Wells Fargo
8
Wells Fargo
California
$30.7K +$25 +4 +0.1%
LFG
9
Larson Financial Group
Missouri
$1.93K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$555 – – –
PP
11
PFS Partners
New Jersey
$496 – – –
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$404 – – –
UBS Group
13
UBS Group
Switzerland
$359 -$16.4K -2,675 -98%
SS
14
SBI Securities
Japan
$43 -$12 -2 -29%
FCMT
15
Founders Capital Management (Texas)
Texas
– -$7.06K -1,177 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$1K -100 Closed

SRL Hedge Fund Activity: Q4 2025 in Review

14 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in Scully Royalty (SRL) for Q4 2025, worth a combined $34.5M — up 42% from $24.3M a quarter earlier.

Fund positioning in SRL was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 3 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $178K. The largest seller was Morgan Stanley, cutting an estimated $302K.

  • 14 institutional investors held Scully Royalty (SRL) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $34.5M of Scully Royalty stock for Q4 2025, up 42% quarter-over-quarter.
  • 2 funds opened new Scully Royalty positions in Q4 2025 and 2 closed out, a net change of 0 holders.
  • The largest Scully Royalty buyer in Q4 2025 was Barclays, an estimated $178K added.
  • The largest Scully Royalty seller in Q4 2025 was Morgan Stanley, an estimated $302K sold.

Based on aggregated 13F filings for Q4 2025.