We are live on ! Find out more
RBA icon

RB Global

488 hedge funds and large institutions have $17.3B invested in RB Global in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 169 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $8.4M

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $15.5B → $17.3B (+$1.87B)

2% more funds holding

Funds holding: 479488 (+9)

0.42% more ownership

Funds ownership: 92.91%93.34% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 169

Holders
488
Holders Change
+9
Holders Change %
+1.88%
% of All Funds
6.54%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
60
Increased
169
Reduced
169
Closed
45
Calls
$27.7M
Puts
$8.4M
Net Calls
+$19.3M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FW
351
FullCircle Wealth
Texas
$235K +$11.8K +124 +5%
RI
352
Ridgewood Investments
New Jersey
$231K +$95 +1 +0%
MWM
353
Modern Wealth Management
Kansas
$228K -$51.2K -537 -19%
SIG
354
Stonegate Investment Group
Alabama
$228K -$33.2K -348 -13%
1C
355
111 Capital
France
$227K +$216K +2,261 New
CCM
356
Coldstream Capital Management
Washington
$225K +$214K +2,247 New
PCMC
357
Paragon Capital Management (Colorado)
Colorado
$224K +$213K +2,232 New
P
358
&Partners
Tennessee
$217K +$212K +2,217 New
UB
359
UMB Bank
Missouri
$208K +$108K +1,136 +121%
PP
360
PDS Planning
Ohio
$206K +$196K +2,058 New
OFS
361
OneAscent Financial Services
Alabama
$200K +$190K +1,994 New
BTI
362
Blue Trust Inc
Georgia
$199K +$58K +608 +44%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$198K +$13.7K +144 +8%
AWM
364
Avior Wealth Management
Nebraska
$189K -$1.08M -11,333 -86%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$187K +$59.2K +620 +50%
VCM
366
Versant Capital Management
Arizona
$176K +$139K +1,454 +477%
SAM
367
Smartleaf Asset Management
Massachusetts
$175K -$3.34K -35 -2%
AIC
368
Archer Investment Corporation
Indiana
$166K +$158K +1,660 New
AIM
369
Arcadia Investment Management
Michigan
$165K
GI
370
GAMMA Investing
California
$161K +$34.2K +358 +29%
FHA
371
First Horizon Advisors
Tennessee
$160K -$15.6K -163 -9%
AA
372
Addison Advisors
Vermont
$157K +$1.24K +13 +0.8%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$155K -$8.59K -90 -6%
MG
374
Mather Group
Illinois
$124K -$477 -5 -0.4%
HWM
375
HighMark Wealth Management
Minnesota
$121K

RBA Hedge Fund Activity: Q1 2025 in Review

488 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2025, worth a combined $17.3B — up 12% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new RBA positions and 45 closed out — a net gain of 15 holders — while 169 added to existing stakes and 169 trimmed.

The largest buyer was Fidelity International, adding an estimated $155M. The largest seller was Independent Franchise Partners, cutting an estimated $374M.

  • 488 institutional investors held RB Global (RBA) as of Q1 2025, up from 479 in Q4 2024.
  • Funds reported $17.3B of RB Global stock for Q1 2025, up 12% quarter-over-quarter.
  • 60 funds opened new RB Global positions in Q1 2025 and 45 closed out, a net change of +15 holders.
  • The largest RB Global buyer in Q1 2025 was Fidelity International, an estimated $155M added.
  • The largest RB Global seller in Q1 2025 was Independent Franchise Partners, an estimated $374M sold.

Based on aggregated 13F filings for Q1 2025.