McGrath RentCorp
MGRC
272 hedge funds and large institutions have $2.31B invested in McGrath RentCorp in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 42 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 101
0.09% less ownership
Funds ownership: 89.69% → 89.61% (-0.09%)
5% less funds holding
Funds holding: 287 → 272 (-15)
11% less capital invested
Capital invested by funds: $2.59B → $2.31B (-$272M)
31% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 42
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $294K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$25.5M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$22.7M |
| 3 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$12.7M |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$9.36M |
| 5 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$9.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$62.2M |
| 2 |
WIC
Water Island Capital
New York
|
-$11.6M |
| 3 |
Lazard Asset Management
New York
|
-$10.4M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$8.6M |
| 5 |
BCP
Bayberry Capital Partners
New York
|
-$7.86M |
MGRC Hedge Fund Activity: Q4 2025 in Review
272 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in McGrath RentCorp (MGRC) for Q4 2025, worth a combined $2.31B — down 11% from $2.59B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of MGRC and 29 opened new positions — a net loss of 13 holders — while 101 trimmed existing stakes and 101 added.
The largest buyer was Channing Capital Management, adding an estimated $25.5M. The largest seller was Franklin Resources, cutting an estimated $62.2M.
- 272 institutional investors held McGrath RentCorp (MGRC) as of Q4 2025, down from 287 in Q3 2025.
- Funds reported $2.31B of McGrath RentCorp stock for Q4 2025, down 11% quarter-over-quarter.
- 29 funds opened new McGrath RentCorp positions in Q4 2025 and 42 closed out, a net change of -13 holders.
- The largest McGrath RentCorp buyer in Q4 2025 was Channing Capital Management, an estimated $25.5M added.
- The largest McGrath RentCorp seller in Q4 2025 was Franklin Resources, an estimated $62.2M sold.
Based on aggregated 13F filings for Q4 2025.