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Rand Capital
RAND

Overview Fund Trends Analyst Outlook Journalist POV

11 hedge funds and large institutions have $1.17M invested in Rand Capital in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
11
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$315K
2
+$287K
3
+$211K
4
UBS Group
UBS Group
Switzerland
+$80.6K
5
Osaic Holdings
Osaic Holdings
Arizona
+$11.3K

Top Sellers

1
-$472K
2
-$300K
3
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Courier Capital
New York
$315K
Citadel Advisors
2
Citadel Advisors
Florida
$287K
SRC
3
Shufro Rose & Co
New York
$263K
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$211K
UBS Group
5
UBS Group
Switzerland
$80.6K
Osaic Holdings
6
Osaic Holdings
Arizona
$11.3K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6K
FFA
8
Farther Finance Advisors
California
$174
Fidelity Investments
9
Fidelity Investments
Massachusetts
$75
Morgan Stanley
10
Morgan Stanley
New York
$37
Wells Fargo
11
Wells Fargo
California
$17
NA
12
Nottingham Advisors
New York
–
EMCIP
13
Ewing Morris & Co Investment Partners
Ontario, Canada
–