Rand Capital
RAND
5 hedge funds and large institutions have $355K invested in Rand Capital in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 5 closing their positions.
1% less ownership
Funds ownership: 2.02% → 1.02% (-1%)
44% less funds holding
Funds holding: 9 → 5 (-4)
48% less capital invested
Capital invested by funds: $686K → $355K (-$331K)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$220K |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
-$126K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.82K |
| 4 |
JP Morgan Chase
New York
|
-$114 |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$81 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
1
Courier Capital
Buffalo,
New York
| $181K | – | – | – |
|
|
SRC
2
Shufro Rose & Co
New York
| $165K | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $8.78K | +$8.51K | +747 | New |
|
|
4
JP Morgan Chase
New York
| $1.05K | -$114 | -10 | -10% |
|
5
Morgan Stanley
New York
| $20 | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $6 | -$11 | -1 | Closed |
|
|
OSAM
7
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$220K | -18,851 | Closed |
|
|
RWM
8
Ritholtz Wealth Management
New York
| – | -$126K | -11,089 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$4.82K | -424 | Closed |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| – | -$81 | -7 | Closed |
|
RAND Hedge Fund Activity: Q1 2026 in Review
5 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Rand Capital (RAND) for Q1 2026, worth a combined $355K — down 48% from $686K a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of RAND and 1 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $8.51K. The largest seller was O'Shaughnessy Asset Management, exiting entirely with an estimated $220K sold.
- 5 institutional investors held Rand Capital (RAND) as of Q1 2026, down from 9 in Q4 2025.
- Funds reported $355K of Rand Capital stock for Q1 2026, down 48% quarter-over-quarter.
- 1 fund opened new Rand Capital positions in Q1 2026 and 5 closed out, a net change of -4 holders.
- The largest Rand Capital buyer in Q1 2026 was Osaic Holdings, an estimated $8.51K added.
- The largest Rand Capital seller in Q1 2026 was O'Shaughnessy Asset Management, an estimated $220K sold.
Based on aggregated 13F filings for Q1 2026.