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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 %
T
476
Transce3nd
Texas
$3.08K – – –
BBHC
477
Brown Brothers Harriman & Co
New York
$2.97K +$2.97K +28 New
CTB
478
Country Trust Bank
Illinois
$2.97K +$2.97K +28 New
TWD
479
True Wealth Design
Ohio
$2.44K +$425 +4 +21%
PWA
480
Physician Wealth Advisors
Utah
$2.23K +$2.23K +21 New
CH
481
Cromwell Holdings
Wyoming
$2.12K +$1.06K +10 +100%
RIL
482
Rothschild Investment LLC
Illinois
$1.81K +$1.59K +15 +750%
CNBTD
483
Citizens National Bank Trust Department
Mississippi
$1.59K – – –
BWL
484
Bogart Wealth LLC
Virginia
$1.38K – – –
FFO
485
Fortitude Family Office
Arizona
$1.27K – – –
NMG
486
New Millennium Group
Utah
$1.05K – – –
SC
487
Stephens Consulting
Michigan
$956 +$956 +9 New
TIM
488
Tortoise Investment Management
New York
$850 +$850 +8 New
DPW
489
DiNuzzo Private Wealth
Pennsylvania
$744 – – –
PWA
490
Principia Wealth Advisory
Texas
$743 +$318 +3 +75%
ACA
491
American Capital Advisory
Idaho
$638 +$319 +3 +100%
WA
492
WPG Advisers
Maryland
$531 -$1.17K -11 -69%
RWM
493
Rialto Wealth Management
New York
$531 – – –
DF
494
Dunhill Financial
United Kingdom
$503 +$503 +4 New
RCM
495
Raleigh Capital Management
North Carolina
$426 +$426 +4 New
AF
496
Advisornet Financial
Minnesota
$425 -$213 -2 -33%
FMP
497
Financial Management Professionals
Texas
$425 +$213 +2 +100%
PWM
498
Parkworth Wealth Management
California
$425 +$319 +3 +300%
QWM
499
Quaker Wealth Management
New Jersey
$319 +$319 +3 New
HNW
500
High Note Wealth
Minnesota
$212 – – –
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