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RB Global

507 hedge funds and large institutions have $18.5B invested in RB Global in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 185 increasing their positions, 177 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 36

47% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $18.9M

7% more capital invested

Capital invested by funds: $17.3B → $18.5B (+$1.15B)

4% more funds holding

Funds holding: 488507 (+19)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 177

0.65% more ownership

Funds ownership: 93.34%93.99% (+0.65%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
507
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
6.68%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.22%
New
61
Increased
185
Reduced
177
Closed
36
Calls
$27.7M
Puts
$18.9M
Net Calls
+$8.83M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
476
Hughes Financial Services
Virginia
$3.59K +$513 +5 +18%
BHWM
477
Beaird Harris Wealth Management
Texas
$3.4K
SWM
478
Spire Wealth Management
Virginia
$3.4K
MAM
479
Meeder Asset Management
Ohio
$3.29K -$5.13K -50 -62%
T
480
Transce3nd
Texas
$3.08K
BBHC
481
Brown Brothers Harriman & Co
New York
$2.97K +$2.87K +28 New
CTB
482
Country Trust Bank
Illinois
$2.97K +$2.87K +28 New
MWA
483
Medallion Wealth Advisors
Connecticut
$2.86K
TWD
484
True Wealth Design
Ohio
$2.44K +$410 +4 +21%
PWA
485
Physician Wealth Advisors
Utah
$2.23K +$2.15K +21 New
CH
486
Cromwell Holdings
Wyoming
$2.12K +$1.02K +10 +100%
RIL
487
Rothschild Investment LLC
Illinois
$1.8K +$1.54K +15 +750%
CNBTD
488
Citizens National Bank Trust Department
Mississippi
$1.59K
BWL
489
Bogart Wealth LLC
Virginia
$1.38K
FFO
490
Fortitude Family Office
Arizona
$1.27K
NMG
491
New Millennium Group
Utah
$1.05K
SC
492
Stephens Consulting
Michigan
$956 +$923 +9 New
TIM
493
Tortoise Investment Management
New York
$850 +$820 +8 New
DPW
494
DiNuzzo Private Wealth
Pennsylvania
$744
PWA
495
Principia Wealth Advisory
Texas
$743 +$308 +3 +75%
ACA
496
American Capital Advisory
Idaho
$638 +$308 +3 +100%
WA
497
WPG Advisers
Maryland
$531 -$1.13K -11 -69%
RWM
498
Rialto Wealth Management
New York
$531
EP
499
Essential Partners
California
$531 +$513 +5 New
DF
500
Dunhill Financial
United Kingdom
$503 +$410 +4 New

RBA Hedge Fund Activity: Q2 2025 in Review

507 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2025, worth a combined $18.5B — up 6.6% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new RBA positions and 36 closed out — a net gain of 25 holders — while 185 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity International, adding an estimated $579M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $73.5M.

  • 507 institutional investors held RB Global (RBA) as of Q2 2025, up from 488 in Q1 2025.
  • Funds reported $18.5B of RB Global stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 61 funds opened new RB Global positions in Q2 2025 and 36 closed out, a net change of +25 holders.
  • The largest RB Global buyer in Q2 2025 was Fidelity International, an estimated $579M added.
  • The largest RB Global seller in Q2 2025 was ArrowMark Colorado Holdings, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2025.