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Texas Pacific Land

748 hedge funds and large institutions have $21.4B invested in Texas Pacific Land in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 44

58% more call options, than puts

Call options by funds: $217M | Put options by funds: $137M

19% more capital invested

Capital invested by funds: $17.9B → $21.4B (+$3.48B)

9% more funds holding

Funds holding: 686748 (+62)

0.32% more ownership

Funds ownership: 211.55%211.88% (+0.32%)

2% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 247

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
748
Holders Change
+62
Holders Change %
+9.04%
% of All Funds
10.03%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.43%
New
115
Increased
241
Reduced
247
Closed
44
Calls
$217M
Puts
$137M
Net Calls
+$79.4M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$4.76B -$15.4M -34,467 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.27B +$155M +347,229 +5%
BlackRock
3
BlackRock
New York
$2.44B +$37.6M +84,420 +2%
State Street
4
State Street
Massachusetts
$1.56B -$7.7M -17,265 -0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$785M -$52.4M -117,453 -6%
SA
6
SoftVest Advisors
Texas
$521M
First Manhattan
7
First Manhattan
New York
$448M -$147K -330 -0%
Invesco
8
Invesco
Georgia
$388M -$9.48M -21,273 -2%
Morgan Stanley
9
Morgan Stanley
New York
$347M -$28.8M -64,515 -8%
Northern Trust
10
Northern Trust
Illinois
$284M -$13.6M -30,609 -5%
Charles Schwab
11
Charles Schwab
California
$243M +$5.15M +11,550 +2%
UBS Group
12
UBS Group
Switzerland
$237M -$22.3M -49,917 -9%
PHAM
13
Pacific Heights Asset Management
California
$219M
SIC
14
Schwartz Investment Counsel
Michigan
$200M +$859K +1,926 +0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$196M -$900K -2,019 -0.5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$167M +$3.51M +7,869 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$156M +$17.7M +39,711 +13%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$152M -$7.98M -17,907 -5%
DWA
19
Douglass Winthrop Advisors
New York
$132M +$44.1K +99 +0%
MRI
20
Mad River Investors
Massachusetts
$126M -$1.01M -2,265 -0.8%
YG
21
York GP
Cayman Islands
$122M +$119K +267 +0.1%
UBS AM
22
UBS AM
Illinois
$121M +$22.8M +51,198 +23%
Goldman Sachs
23
Goldman Sachs
New York
$109M +$10.5M +23,646 +11%
AQR Capital Management
24
AQR Capital Management
Connecticut
$102M +$5.58M +12,525 +5%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$99.2M -$1.6M -3,579 -2%

TPL Hedge Fund Activity: Q1 2025 in Review

748 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Texas Pacific Land (TPL) for Q1 2025, worth a combined $21.4B — up 19% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new TPL positions and 44 closed out — a net gain of 71 holders — while 241 added to existing stakes and 247 trimmed.

The largest buyer was Vanguard Group, adding an estimated $155M. The largest seller was Geode Capital Management, cutting an estimated $52.4M.

  • 748 institutional investors held Texas Pacific Land (TPL) as of Q1 2025, up from 686 in Q4 2024.
  • Funds reported $21.4B of Texas Pacific Land stock for Q1 2025, up 19% quarter-over-quarter.
  • 115 funds opened new Texas Pacific Land positions in Q1 2025 and 44 closed out, a net change of +71 holders.
  • The largest Texas Pacific Land buyer in Q1 2025 was Vanguard Group, an estimated $155M added.
  • The largest Texas Pacific Land seller in Q1 2025 was Geode Capital Management, an estimated $52.4M sold.

Based on aggregated 13F filings for Q1 2025.