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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 %
FIM
451
FWL Investment Management
Texas
$9.24K – – –
FFA
452
Farther Finance Advisors
California
$8.6K +$2.34K +22 +37%
TFA
453
Transamerica Financial Advisors
Florida
$8.42K +$2.84K +27 +51%
FFA
454
Frazier Financial Advisors
Ohio
$8.18K – – –
1IA
455
1620 Investment Advisors
Massachusetts
$8.07K – – –
TH
456
TCTC Holdings
Texas
$7.86K – – –
AAS
457
Ameritas Advisory Services
Nebraska
$7.43K +$7.43K +70 New
BFS
458
Bare Financial Services
Pennsylvania
$7.12K +$5.42K +51 +319%
WWM
459
Wolff Wiese Magana
California
$7.01K – – –
MSWM
460
Mowery & Schoenfeld Wealth Management
Illinois
$6.37K – – –
MYIA
461
Mount Yale Investment Advisors
Colorado
$6.37K +$6.37K +60 New
LI
462
LRI Investments
Florida
$5.95K – – –
GCM
463
Gables Capital Management
Florida
$5.95K – – –
OC
464
Oakworth Capital
Alabama
$5.52K -$25.1K -236 -82%
PSFG
465
Park Square Financial Group
Georgia
$5.52K – – –
PTC
466
Private Trust Company
Ohio
$5.52K – – –
RWS
467
Retirement Wealth Solutions
Wisconsin
$4.78K – – –
CAL
468
Capital Advisors Ltd
Ohio
$4K – – –
AW
469
Avion Wealth
Texas
$4K +$2.17K +25 +119%
KG
470
Kilter Group
New York
$3.82K +$3.82K +36 New
PGAM
471
Princeton Global Asset Management
New Jersey
$3.82K +$3.82K +36 New
HFS
472
Hughes Financial Services
Virginia
$3.59K +$544 +5 +18%
BHWM
473
Beaird Harris Wealth Management
Texas
$3.4K – – –
SWM
474
Spire Wealth Management
Virginia
$3.4K – – –
MAM
475
Meeder Asset Management
Ohio
$3.29K -$5.31K -50 -62%
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