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RB Global
RBA

Overview Fund Activity

501 hedge funds and large institutions have $18.5B invested in RB Global in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 183 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+18
Holders Change %
+3.73%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
62
Increased
183
Reduced
175
Closed
36
Calls
$27.7M
Puts
$18.9M
Net Calls
+$8.83M
Net Calls Change
-$10.5M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$600M
2
Goldman Sachs
Goldman Sachs
New York
+$63.1M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$56.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$55.6M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$45.8M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$76.1M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$76M
3
Vontobel Holding
Vontobel Holding
Switzerland
-$73.6M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$64.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
426
Central Trust Company
Missouri
$23.6K – – –
CFB
427
Cullen/Frost Bankers
Texas
$22.5K – – –
AssetMark Inc
428
AssetMark Inc
California
$21.9K -$13.3K -125 -38%
CWM
429
Centricity Wealth Management
Ohio
$19.6K – – –
WBC
430
West Branch Capital
Massachusetts
$18.6K – – –
GC
431
GFG Capital
Florida
$17.5K +$17.5K +165 New
LFG
432
Larson Financial Group
Missouri
$16.8K +$11.7K +110 +229%
CA
433
CoreCap Advisors
Michigan
$16K -$5.42K -51 -25%
OCM
434
Osterweis Capital Management
California
$15.4K +$15.4K +145 New
HFM
435
Harvest Fund Management
China
$15K – – –
BIA
436
Bell Investment Advisors
California
$13.5K +$531 +5 +4%
CPG
437
Cornerstone Planning Group
New Jersey
$13.5K -$3.18K -29 -19%
PWAM
438
Private Wealth Asset Management
Iowa
$12.1K – – –
TPWA
439
Twin Peaks Wealth Advisors
California
$11.5K +$11.5K +99 New
VWA
440
Valued Wealth Advisors
Utah
$11.5K – – –
HI
441
Harbour Investments
Wisconsin
$10.8K +$1.59K +15 +17%
CWP
442
Concord Wealth Partners
Virginia
$10.7K +$106 +1 +1%
GK
443
Graney & King
New York
$10.6K – – –
HWA
444
HHM Wealth Advisors
Tennessee
$10.6K – – –
NC
445
NewSquare Capital
Pennsylvania
$10.4K +$5.73K +54 +123%
AF
446
Allworth Financial
California
$10.3K -$105K -987 -91%
JWA
447
JFS Wealth Advisors
Pennsylvania
$10.2K – – –
CFO
448
CVA Family Office
Colorado
$10.2K -$2.34K -22 -19%
Fuller & Thaler Asset Management
449
Fuller & Thaler Asset Management
California
$10.1K – – –
GBT
450
Grove Bank & Trust
Florida
$9.45K -$212 -2 -2%
16 17
18
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