Tamboran Resources
48 hedge funds and large institutions have $222M invested in Tamboran Resources in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
60% more funds holding
Funds holding: 30 → 48 (+18)
36% more capital invested
Capital invested by funds: $162M → $222M (+$59.3M)
6.35% more ownership
Funds ownership: 33.37% → 39.72% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$12.1M |
| 3 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
+$7.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.93M |
| 5 |
ECA
Encompass Capital Advisors
New York
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Baupost Group
Boston,
Massachusetts
|
-$7.97M |
| 2 |
ISL
Ingalls & Snyder LLC
New York
|
-$1.69M |
| 3 |
BlackRock
New York
|
-$477K |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$259K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$204K |
TBN Hedge Fund Activity: Q4 2025 in Review
48 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Tamboran Resources (TBN) for Q4 2025, worth a combined $222M — up 36% from $162M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new TBN positions and 3 closed out — a net gain of 18 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $13M. The largest seller was Baupost Group, cutting an estimated $7.97M.
- 48 institutional investors held Tamboran Resources (TBN) as of Q4 2025, up from 30 in Q3 2025.
- Funds reported $222M of Tamboran Resources stock for Q4 2025, up 36% quarter-over-quarter.
- 21 funds opened new Tamboran Resources positions in Q4 2025 and 3 closed out, a net change of +18 holders.
- The largest Tamboran Resources buyer in Q4 2025 was Gilder Gagnon Howe & Co, an estimated $13M added.
- The largest Tamboran Resources seller in Q4 2025 was Baupost Group, an estimated $7.97M sold.
Based on aggregated 13F filings for Q4 2025.