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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
426
Frazier Financial Advisors
Ohio
$6.96K
1IA
427
1620 Investment Advisors
Massachusetts
$6.86K
TAM
428
Tucker Asset Management
Colorado
$6.58K
WTC
429
WhitTier Trust Company
Nevada
$6.58K
BC
430
Bayforest Capital
United Kingdom
$6.04K +$6K +67 New
WWM
431
Wolff Wiese Magana
California
$5.95K
HCP
432
Hexagon Capital Partners
Arkansas
$5.5K -$1.79K -20 -25%
MSWM
433
Mowery & Schoenfeld Wealth Management
Illinois
$5.41K
Optiver Holding
434
Optiver Holding
Netherlands
$5.23K +$5.19K +58 New
CAWM
435
Capital A Wealth Management
Pennsylvania
$5.14K +$5.1K +57 New
LI
436
LRI Investments
Florida
$5.05K
GCM
437
Gables Capital Management
Florida
$5.05K
AF
438
Allworth Financial
California
$4.95K +$537 +6 +12%
FFA
439
Farther Finance Advisors
California
$4.87K +$716 +8 +17%
FA
440
Fedenia Advisers
Wisconsin
$4.69K +$4.65K +52 New
PSFG
441
Park Square Financial Group
Georgia
$4.69K +$4.65K +52 New
RWS
442
Retirement Wealth Solutions
Wisconsin
$4K +$4.03K +45 New
SWM
443
Spire Wealth Management
Virginia
$3.97K +$3.94K +44 New
AP
444
Atwood & Palmer
Missouri
$3.43K
GFPC
445
Global Financial Private Client
Florida
$3.34K
CA
446
Continuum Advisory
Idaho
$3.16K -$626 -7 -17%
MA
447
Modus Advisors
Minnesota
$3.07K +$3.04K +34 New
CAL
448
Capital Advisors Ltd
Ohio
$3K
BHWM
449
Beaird Harris Wealth Management
Texas
$2.89K
FDCP
450
Foster Dykema Cabot & Partners
Massachusetts
$2.8K

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.