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RB Global
RBA

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: 479 → 488 (+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: 20 → 20 (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

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$155M
2
State Street
State Street
Massachusetts
+$136M
3
SC
Samlyn Capital
New York
+$113M
4
TP
Third Point
New York
+$90.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.8M

Top Sellers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
-$374M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$234M
3
Vontobel Holding
Vontobel Holding
Switzerland
-$116M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$54.4M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$51.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
451
Farther Finance Advisors
California
$5.92K +$477 +5 +9%
CAWM
452
Capital A Wealth Management
Pennsylvania
$5.72K – – –
GCM
453
Gables Capital Management
Florida
$5.62K – – –
LI
454
LRI Investments
Florida
$5.62K – – –
PSFG
455
Park Square Financial Group
Georgia
$5.22K – – –
PTC
456
Private Trust Company
Ohio
$5.22K +$4.67K +49 +1,633%
LFG
457
Larson Financial Group
Missouri
$4.81K +$4.58K +48 New
RWS
458
Retirement Wealth Solutions
Wisconsin
$4.51K – – –
NC
459
NewSquare Capital
Pennsylvania
$4.41K +$3.82K +40 +1,000%
GFPC
460
Global Financial Private Client
Florida
$3.71K – – –
CA
461
Continuum Advisory
Idaho
$3.71K +$191 +2 +6%
SWM
462
Spire Wealth Management
Virginia
$3.21K -$1.15K -12 -27%
BHWM
463
Beaird Harris Wealth Management
Texas
$3.21K – – –
CAL
464
Capital Advisors Ltd
Ohio
$3K – – –
T
465
Transce3nd
Texas
$2.91K – – –
HFS
466
Hughes Financial Services
Virginia
$2.81K +$2.67K +28 New
MWA
467
Medallion Wealth Advisors
Connecticut
$2.71K – – –
TWD
468
True Wealth Design
Ohio
$1.91K +$954 +10 +111%
WA
469
WPG Advisers
Maryland
$1.6K – – –
BFS
470
Bare Financial Services
Pennsylvania
$1.6K +$1.53K +16 New
CNBTD
471
Citizens National Bank Trust Department
Mississippi
$1.5K – – –
BWL
472
Bogart Wealth LLC
Virginia
$1.3K – – –
FFO
473
Fortitude Family Office
Arizona
$1.2K – – –
CH
474
Cromwell Holdings
Wyoming
$1K +$954 +10 New
AW
475
Avion Wealth
Texas
$1K – – –
17 18
19
20 21

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.