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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
WWM
476
Wolff Wiese Magana
California
$6.79K
SIS
477
Sound Income Strategies
Florida
$6.77K +$6.09K +60 New
JAM
478
JCIC Asset Management
Ontario, Canada
$6.18K -$3.39M -33,380 -100%
PWPS
479
Pinnacle Wealth Planning Services
Ohio
$5.86K +$5.79K +57 New
GCM
480
Gables Capital Management
Florida
$5.76K
LI
481
LRI Investments
Florida
$5.76K
OC
482
Oakworth Capital
Alabama
$5.35K
RIL
483
Rothschild Investment LLC
Illinois
$4.81K +$2.13K +21 +81%
RWS
484
Retirement Wealth Solutions
Wisconsin
$4.73K -$4.77K -47 -51%
CFM
485
Cornerstone Financial Management
Massachusetts
$4.42K +$4.37K +43 New
WAG
486
Wilkerson Advisory Group
Missouri
$4.22K +$4.17K +41 New
AW
487
Avion Wealth
Texas
$4K -$508 -5 -11%
PGAM
488
Princeton Global Asset Management
New Jersey
$3.7K
NSIM
489
North Star Investment Management
Illinois
$3.7K +$3.66K +36 New
CT
490
Clearstead Trust
Maine
$3.6K +$3.56K +35 New
BCM
491
Boreal Capital Management
Florida
$3.6K
FHA
492
Flagship Harbor Advisors
Massachusetts
$3.5K +$3.45K +34 New
MA
493
Modus Advisors
Minnesota
$3.5K +$3.45K +34 New
RF
494
Rossby Financial
Florida
$3.4K +$813 +8 +32%
BHWM
495
Beaird Harris Wealth Management
Texas
$3.29K
TH
496
TCTC Holdings
Texas
$3.19K
CAL
497
Capital Advisors Ltd
Ohio
$3K
BBHC
498
Brown Brothers Harriman & Co
New York
$2.88K
CTB
499
Country Trust Bank
Illinois
$2.88K
MWA
500
Medallion Wealth Advisors
Connecticut
$2.78K