Reliance Global Group
EZRA
8 hedge funds and large institutions have $67.9K invested in Reliance Global Group in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
0.05% less ownership
Funds ownership: 0.1% → 0.05% (-0.05%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
62% less capital invested
Capital invested by funds: $180K → $67.9K (-$112K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$26.9K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.85K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.92K |
| 4 |
SS
SBI Securities
Tokyo,
Japan
|
+$70 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$56.3K |
| 2 |
HF
HRT Financial
New York
|
-$35K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.8K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$26 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
T. Rowe Price Associates
Baltimore,
Maryland
| $19K | +$26.9K | +384 | New |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $17.3K | +$7.85K | +112 | +45% |
|
|
CWMK
3
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $14.4K | +$21.2K | +302 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $13.3K | -$56.3K | -804 | -74% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $2.65K | +$3.92K | +56 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $643 | -$2.8K | -40 | -74% |
|
7
BlackRock
New York
| $608 | – | – | – |
|
|
SS
8
SBI Securities
Tokyo,
Japan
| $38 | +$70 | +1 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $17 | – | – | – |
|
|
AAP
10
Arax Advisory Partners
Denver,
Colorado
| $2 | – | – | – |
|
11
Morgan Stanley
New York
| $1 | – | – | – |
|
|
HF
12
HRT Financial
New York
| – | -$35K | -349 | Closed |
|
|
13
Fidelity Investments
Boston,
Massachusetts
| – | -$26 | – | – |
|
EZRA Hedge Fund Activity: Q1 2025 in Review
8 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Reliance Global Group (EZRA) for Q1 2025, worth a combined $67.9K — down 62% from $180K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EZRA positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $26.9K. The largest seller was UBS Group, cutting an estimated $56.3K.
- 8 institutional investors held Reliance Global Group (EZRA) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $67.9K of Reliance Global Group stock for Q1 2025, down 62% quarter-over-quarter.
- 4 funds opened new Reliance Global Group positions in Q1 2025 and 1 closed out, a net change of +3 holders.
- The largest Reliance Global Group buyer in Q1 2025 was T. Rowe Price Associates, an estimated $26.9K added.
- The largest Reliance Global Group seller in Q1 2025 was UBS Group, an estimated $56.3K sold.
Based on aggregated 13F filings for Q1 2025.