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Tejon Ranch

109 hedge funds and large institutions have $294M invested in Tejon Ranch in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

13% more capital invested

Capital invested by funds: $261M → $294M (+$33.8M)

3.38% more ownership

Funds ownership: 61.21%64.59% (+3.4%)

4% less funds holding

Funds holding: 114109 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
43
Reduced
23
Closed
13
Calls
$602K
Puts
Net Calls
+$602K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
101
Medallion Wealth Advisors
Connecticut
$1.63K
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$1.46K
RIL
103
Rothschild Investment LLC
Illinois
$1.27K +$742 +45 +150%
PA
104
Parallel Advisors
California
$1.17K -$247 -15 -18%
IA
105
IFP Advisors
Florida
$984
TWD
106
True Wealth Design
Ohio
$781 +$49 +3 +7%
SAM
107
Smartleaf Asset Management
Massachusetts
$393
PWAM
108
Private Wealth Asset Management
Iowa
$220
WT
109
Whittier Trust
California
$186
GIA
110
GHP Investment Advisors
Colorado
$17
Citadel Advisors
111
Citadel Advisors
Florida
-$2.28M -138,367 Closed
OIAM
112
OFI Invest Asset Management
France
-$604K -41,162 Closed
OQS
113
Occudo Quantitative Strategies
Florida
-$208K -12,949 Closed
IIM
114
INTECH Investment Management
Florida
-$176K -11,105 Closed
ECM
115
ExodusPoint Capital Management
New York
-$165K -10,432 Closed
CF
116
Corebridge Financial
Texas
-$163K -10,254 Closed
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
-$24K -1,517 Closed
SOW
118
State of Wyoming
Wyoming
-$24K -1,516 Closed
Lazard Asset Management
119
Lazard Asset Management
New York
-$9K -624 Closed
PWA
120
Physician Wealth Advisors
Utah
-$856 -54 Closed
SC
121
Stephens Consulting
Michigan
-$397 -25 Closed
DF
122
Dunhill Financial
United Kingdom
-$24 -2 Closed

TRC Hedge Fund Activity: Q2 2025 in Review

109 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q2 2025, worth a combined $294M — up 13% from $261M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TRC and 9 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 43 added.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $13.6M. The largest seller was Bank of New York Mellon, cutting an estimated $4.05M.

  • 109 institutional investors held Tejon Ranch (TRC) as of Q2 2025, down from 114 in Q1 2025.
  • Funds reported $294M of Tejon Ranch stock for Q2 2025, up 13% quarter-over-quarter.
  • 9 funds opened new Tejon Ranch positions in Q2 2025 and 13 closed out, a net change of -4 holders.
  • The largest Tejon Ranch buyer in Q2 2025 was Horizon Kinetics Asset Management, an estimated $13.6M added.
  • The largest Tejon Ranch seller in Q2 2025 was Bank of New York Mellon, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2025.