Reliance Global Group
EZRA
5 hedge funds and large institutions have $180K invested in Reliance Global Group in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
222% more capital invested
Capital invested by funds: $55.8K → $180K (+$124K)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
0.05% more ownership
Funds ownership: 0.05% → 0.1% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$61.1K |
| 2 |
HF
HRT Financial
New York
|
+$27.3K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$19.6K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$625 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$23.4K |
| 2 |
JP Morgan Chase
New York
|
-$2 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $112K | +$61.1K | +781 | +258% |
|
|
HF
2
HRT Financial
New York
| $35K | +$27.3K | +349 | New |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $25.9K | +$19.6K | +251 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $5.58K | +$625 | +8 | +17% |
|
5
BlackRock
New York
| $1.32K | – | – | – |
|
6
Bank of America
Charlotte,
North Carolina
| $39 | – | – | – |
|
7
Fidelity Investments
Boston,
Massachusetts
| $26 | – | – | – |
|
|
SS
8
SBI Securities
Tokyo,
Japan
| $18 | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$23.4K | -261 | Closed |
|
|
10
JP Morgan Chase
New York
| – | -$2 | – | – |
|
EZRA Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Reliance Global Group (EZRA) for Q4 2024, worth a combined $180K — up 222% from $55.8K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EZRA positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was UBS Group, adding an estimated $61.1K. The largest seller was Wells Fargo, exiting entirely with an estimated $23.4K sold.
- 5 institutional investors held Reliance Global Group (EZRA) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $180K of Reliance Global Group stock for Q4 2024, up 222% quarter-over-quarter.
- 2 funds opened new Reliance Global Group positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Reliance Global Group buyer in Q4 2024 was UBS Group, an estimated $61.1K added.
- The largest Reliance Global Group seller in Q4 2024 was Wells Fargo, an estimated $23.4K sold.
Based on aggregated 13F filings for Q4 2024.