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RB Global

540 hedge funds and large institutions have $18.2B invested in RB Global in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 173 increasing their positions, 203 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

24% more call options, than puts

Call options by funds: $12M | Put options by funds: $9.68M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 522540 (+18)

1.61% more ownership

Funds ownership: 93.24%94.86% (+1.6%)

3% less capital invested

Capital invested by funds: $18.7B → $18.2B (-$597M)

15% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 203

Holders
540
Holders Change
+18
Holders Change %
+3.45%
% of All Funds
6.57%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
82
Increased
173
Reduced
203
Closed
53
Calls
$12M
Puts
$9.68M
Net Calls
+$2.35M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
451
Cornerstone Planning Group
New Jersey
$15K +$11.5K +113 +706%
OCM
452
Osterweis Capital Management
California
$14.9K
BFP
453
Birchwood Financial Partners
Minnesota
$14.5K +$14.3K +141 New
CIAS
454
CBIZ Investment Advisory Services
Ohio
$14.3K +$14.1K +139 New
SL
455
Salomon & Ludwin
Virginia
$13.7K +$12.8K +126 +2,520%
CTC
456
Central Trust Company
Missouri
$12K +$305 +3 +3%
PWAM
457
Private Wealth Asset Management
Iowa
$11.7K
MAM
458
Meeder Asset Management
Ohio
$11.4K +$7.82K +77 +226%
EW
459
Elyxium Wealth
California
$11.2K +$11.1K +109 New
TFA
460
Transamerica Financial Advisors
Florida
$11.1K +$1.32K +13 +14%
VWA
461
Valued Wealth Advisors
Utah
$11.1K
FG
462
Fairman Group
Pennsylvania
$10.6K
CWP
463
Concord Wealth Partners
Virginia
$10.4K
GK
464
Graney & King
New York
$10.3K
HWA
465
HHM Wealth Advisors
Tennessee
$10.3K
DE
466
DV Equities
Illinois
$10.3K +$10.2K +100 New
JWA
467
JFS Wealth Advisors
Pennsylvania
$9.88K -$305 -3 -3%
KFAS
468
Keating Financial Advisory Services
Kansas
$9.73K +$9.65K +95 New
HI
469
Harbour Investments
Wisconsin
$9.15K -$1.32K -13 -13%
GBT
470
Grove Bank & Trust
Florida
$9.15K
PTC
471
Private Trust Company
Ohio
$8.23K
FFA
472
Frazier Financial Advisors
Ohio
$7.92K
1IA
473
1620 Investment Advisors
Massachusetts
$7.82K
MAM
474
Marquette Asset Management
Minnesota
$7.72K +$2.23K +22 +42%
BFS
475
Bare Financial Services
Pennsylvania
$7.1K +$203 +2 +3%