Reliance Global Group
EZRA
11 hedge funds and large institutions have $424K invested in Reliance Global Group in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
524% more capital invested
Capital invested by funds: $67.9K → $424K (+$356K)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
38% more funds holding
Funds holding: 8 → 11 (+3)
0.13% more ownership
Funds ownership: 0.05% → 0.18% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$198K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$14.4K |
| 3 |
Citigroup
New York
|
+$10.9K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$8.15K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWMK
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
-$14.4K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.65K |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$533 |
| 4 |
SS
SBI Securities
Tokyo,
Japan
|
-$53 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCMF
1
Private Capital Management (Florida)
Naples,
Florida
| $278K | +$198K | +3,713 | New |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $38.6K | +$8.15K | +153 | +42% |
|
|
3
UBS Group
Zurich,
Switzerland
| $32K | +$7.89K | +148 | +53% |
|
|
4
T. Rowe Price Associates
Baltimore,
Maryland
| $28K | -$533 | -10 | -3% |
|
|
XT
5
XTX Topco
George Town,
Cayman Islands
| $20.2K | +$14.4K | +270 | New |
|
|
6
Citigroup
New York
| $15.4K | +$10.9K | +205 | New |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $10.5K | +$6.77K | +127 | +907% |
|
8
BlackRock
New York
| $956 | – | – | – |
|
9
Morgan Stanley
New York
| $430 | +$320 | +6 | New |
|
|
SFFS
10
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $273 | +$213 | +4 | New |
|
11
Bank of America
Charlotte,
North Carolina
| $51 | +$53 | +1 | New |
|
|
SS
12
SBI Securities
Tokyo,
Japan
| $13 | -$53 | -1 | Closed |
|
|
AAP
13
Arax Advisory Partners
Denver,
Colorado
| $2 | – | – | – |
|
|
CWMK
14
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| – | -$14.4K | -302 | Closed |
|
|
IA
15
IFP Advisors
Tampa,
Florida
| – | -$2.65K | -56 | Closed |
|
EZRA Hedge Fund Activity: Q2 2025 in Review
11 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Reliance Global Group (EZRA) for Q2 2025, worth a combined $424K — up 524% from $67.9K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EZRA positions and 3 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Private Capital Management (Florida), opening a new position worth an estimated $198K. The largest seller was Caliber Wealth Management (Kansas), exiting entirely with an estimated $14.4K sold.
- 11 institutional investors held Reliance Global Group (EZRA) as of Q2 2025, up from 8 in Q1 2025.
- Funds reported $424K of Reliance Global Group stock for Q2 2025, up 524% quarter-over-quarter.
- 6 funds opened new Reliance Global Group positions in Q2 2025 and 3 closed out, a net change of +3 holders.
- The largest Reliance Global Group buyer in Q2 2025 was Private Capital Management (Florida), an estimated $198K added.
- The largest Reliance Global Group seller in Q2 2025 was Caliber Wealth Management (Kansas), an estimated $14.4K sold.
Based on aggregated 13F filings for Q2 2025.