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RB Global

483 hedge funds and large institutions have $17.1B invested in RB Global in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+6
Holders Change %
+1.26%
% of All Funds
6.56%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
60
Increased
167
Reduced
167
Closed
45
Calls
$27.7M
Puts
$8.4M
Net Calls
+$19.3M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
PSFG
451
Park Square Financial Group
Georgia
$5.22K
PTC
452
Private Trust Company
Ohio
$5.22K +$4.92K +49 +1,633%
LFG
453
Larson Financial Group
Missouri
$4.81K +$4.81K +48 New
RWS
454
Retirement Wealth Solutions
Wisconsin
$4.51K
NC
455
NewSquare Capital
Pennsylvania
$4.41K +$4.01K +40 +1,000%
GFPC
456
Global Financial Private Client
Florida
$3.71K
CA
457
Continuum Advisory
Idaho
$3.71K +$201 +2 +6%
SWM
458
Spire Wealth Management
Virginia
$3.21K -$1.2K -12 -27%
BHWM
459
Beaird Harris Wealth Management
Texas
$3.21K
CAL
460
Capital Advisors Ltd
Ohio
$3K
T
461
Transce3nd
Texas
$2.91K
HFS
462
Hughes Financial Services
Virginia
$2.81K +$2.81K +28 New
TWD
463
True Wealth Design
Ohio
$1.91K +$1K +10 +111%
WA
464
WPG Advisers
Maryland
$1.61K
BFS
465
Bare Financial Services
Pennsylvania
$1.61K +$1.61K +16 New
CNBTD
466
Citizens National Bank Trust Department
Mississippi
$1.51K
BWL
467
Bogart Wealth LLC
Virginia
$1.3K
FFO
468
Fortitude Family Office
Arizona
$1.2K
CH
469
Cromwell Holdings
Wyoming
$1K +$1K +10 New
AW
470
Avion Wealth
Texas
$1K
NMG
471
New Millennium Group
Utah
$991
DPW
472
DiNuzzo Private Wealth
Pennsylvania
$703
AF
473
Advisornet Financial
Minnesota
$602
RWM
474
Rialto Wealth Management
New York
$502 +$502 +5 New
PWA
475
Principia Wealth Advisory
Texas
$384