Rand Capital
RAND
9 hedge funds and large institutions have $686K invested in Rand Capital in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
0.28% more ownership
Funds ownership: 1.74% → 2.02% (+0.28%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
15% less capital invested
Capital invested by funds: $808K → $686K (-$123K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
Ritholtz Wealth Management
New York
|
+$155K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$36.2K |
| 3 |
JP Morgan Chase
New York
|
+$1.41K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$68.3K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
1
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $220K | +$36.2K | +2,589 | +16% |
|
|
CC
2
Courier Capital
Buffalo,
New York
| $175K | – | – | – |
|
|
SRC
3
Shufro Rose & Co
New York
| $159K | – | – | – |
|
|
RWM
4
Ritholtz Wealth Management
New York
| $126K | +$155K | +11,089 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $4.82K | -$68.3K | -4,885 | -92% |
|
|
6
JP Morgan Chase
New York
| $1.18K | +$1.41K | +101 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $81 | – | – | – |
|
8
Morgan Stanley
New York
| $17 | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $10 | +$14 | +1 | New |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| – | -$9.73K | -603 | Closed |
|
RAND Hedge Fund Activity: Q4 2025 in Review
9 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Rand Capital (RAND) for Q4 2025, worth a combined $686K — down 15% from $808K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RAND positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Ritholtz Wealth Management, opening a new position worth an estimated $155K. The largest seller was UBS Group, cutting an estimated $68.3K.
- 9 institutional investors held Rand Capital (RAND) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $686K of Rand Capital stock for Q4 2025, down 15% quarter-over-quarter.
- 3 funds opened new Rand Capital positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest Rand Capital buyer in Q4 2025 was Ritholtz Wealth Management, an estimated $155K added.
- The largest Rand Capital seller in Q4 2025 was UBS Group, an estimated $68.3K sold.
Based on aggregated 13F filings for Q4 2025.