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RB Global
RBA

Overview Fund Activity

498 hedge funds and large institutions have $18.4B invested in RB Global in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 183 increasing their positions, 173 reducing their positions, and 36 closing their positions.

Holders
498
Holders Change
+15
Holders Change %
+3.11%
% of All Funds
6.69%
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
173
Closed
36
Calls
$12.6M
Puts
$16.7M
Net Calls
-$4.05M
Net Calls Change
-$23.4M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$988M
2
Norges Bank
2
Norges Bank
Norway
$256M
3
Goldman Sachs
3
Goldman Sachs
New York
$99.1M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$115M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$157M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$123M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$732M
3
Vontobel Holding
3
Vontobel Holding
Switzerland
$695M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$36.4M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$53.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TWD
476
True Wealth Design
Ohio
$2.44K 23 +4 +21%
PWA
477
Physician Wealth Advisors
Utah
$2.23K 21 +21 New
CH
478
Cromwell Holdings
Wyoming
$2.12K 20 +10 +100%
RIL
479
Rothschild Investment LLC
Illinois
$1.81K 17 +15 +750%
CNBTD
480
Citizens National Bank Trust Department
Mississippi
$1.59K 15 – –
BWL
481
Bogart Wealth LLC
Virginia
$1.38K 13 – –
FFO
482
Fortitude Family Office
Arizona
$1.27K 12 – –
NMG
483
New Millennium Group
Utah
$1.05K 10 – –
SC
484
Stephens Consulting
Michigan
$956 9 +9 New
TIM
485
Tortoise Investment Management
New York
$850 8 +8 New
DPW
486
DiNuzzo Private Wealth
Pennsylvania
$744 7 – –
PWA
487
Principia Wealth Advisory
Texas
$743 7 +3 +75%
ACA
488
American Capital Advisory
Idaho
$638 6 +3 +100%
WA
489
WPG Advisers
Maryland
$531 5 -11 -69%
RWM
490
Rialto Wealth Management
New York
$531 5 – –
DF
491
Dunhill Financial
United Kingdom
$503 4 +4 New
RCM
492
Raleigh Capital Management
North Carolina
$426 4 +4 New
AF
493
Advisornet Financial
Minnesota
$425 4 -2 -33%
FMP
494
Financial Management Professionals
Texas
$425 4 +2 +100%
PWM
495
Parkworth Wealth Management
California
$425 4 +3 +300%
QWM
496
Quaker Wealth Management
New Jersey
$319 3 +3 New
HNW
497
High Note Wealth
Minnesota
$212 2 – –
SS
498
SBI Securities
Japan
$106 1 – –
Lord, Abbett & Co
499
Lord, Abbett & Co
New Jersey
– – -355,000 Closed
CF
500
Corebridge Financial
Texas
– – -203,685 Closed
18 19
20
21 22