We are live on ! Find out more
RBA icon

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
TH
451
TCTC Holdings
Texas
$2.8K +$2.77K +31 New
T
452
Transce3nd
Texas
$2.62K +$2.6K +29 New
MWA
453
Medallion Wealth Advisors
Connecticut
$2.44K +$2.42K +27 New
HI
454
Human Investing
Oregon
$2.1K +$2.06K +23 New
WCM
455
Winthrop Capital Management
Indiana
$2K
HFM
456
Harvest Fund Management
China
$2K +$2.15K +24 New
WA
457
WPG Advisers
Maryland
$1.44K +$1.43K +16 New
CNBTD
458
Citizens National Bank Trust Department
Mississippi
$1.35K
CSWM
459
Cassady Schiller Wealth Management
Ohio
$1.26K +$1.25K +14 New
BWL
460
Bogart Wealth LLC
Virginia
$1.17K
FG
461
Fairman Group
Pennsylvania
$1.08K -$1.16K -13 -52%
FFO
462
Fortitude Family Office
Arizona
$1.08K
HFS
463
Hantz Financial Services
Michigan
$1K
AW
464
Avion Wealth
Texas
$1K +$537 +6 +40%
NMG
465
New Millennium Group
Utah
$888
TWD
466
True Wealth Design
Ohio
$812 +$179 +2 +29%
CJ
467
Caitlin John
Michigan
$722
DPW
468
DiNuzzo Private Wealth
Pennsylvania
$632
AF
469
Advisornet Financial
Minnesota
$541 -$805 -9 -60%
MCM
470
MV Capital Management
Maryland
$452
NC
471
NewSquare Capital
Pennsylvania
$361 +$358 +4 New
PWA
472
Principia Wealth Advisory
Texas
$361 +$358 +4 New
PTC
473
Private Trust Company
Ohio
$271
SIC
474
SJS Investment Consulting
Ohio
$271
RIL
475
Rothschild Investment LLC
Illinois
$180

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.