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RB Global
RBA

Overview Fund Activity

483 hedge funds and large institutions have $17.1B invested in RB Global in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+6
Holders Change %
+1.26%
% of All Funds
6.56%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
60
Increased
167
Reduced
167
Closed
45
Calls
$27.7M
Puts
$8.4M
Net Calls
+$19.3M
Net Calls Change
-$6.19M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$367M
2
State Street
State Street
Massachusetts
$673M
3
SC
Samlyn Capital
New York
$119M
4
TP
Third Point
New York
$95.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$359M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
$576M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$355M
3
Vontobel Holding
Vontobel Holding
Switzerland
$726M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$763M
5
ACH
ArrowMark Colorado Holdings
Colorado
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
501
Ossiam
France
– -$374K -4,148 Closed
AIM
502
Aigen Investment Management
New York
– -$366K -4,053 Closed
SPA
503
Sherbrooke Park Advisers
New York
– -$361K -3,998 Closed
CCAL
504
City Center Advisors LLC
Michigan
– -$338K -3,750 Closed
CWM
505
Congress Wealth Management
Massachusetts
– -$276K -3,064 Closed
CAM
506
Congress Asset Management
Massachusetts
– -$269K -2,987 Closed
PWS
507
Peloton Wealth Strategists
Indiana
– -$257K -2,845 Closed
FCI
508
Financial Counselors Inc
Kansas
– -$251K -2,787 Closed
CAS
509
CTC Alternative Strategies
Illinois
– -$209K -2,322 Closed
OTL
510
Oak Thistle LLC
New York
– -$208K -2,308 Closed
SGCA
511
Steel Grove Capital Advisors
Tennessee
– -$206K -2,286 Closed
SOW
512
State of Wyoming
Wyoming
– -$133K -1,473 Closed
CFGS
513
Concourse Financial Group Securities
Alabama
– -$61.3K -682 Closed
VHAM
514
Van Hulzen Asset Management
California
– -$54.1K -600 Closed
GM
515
GeoWealth Management
Illinois
– -$52.3K -580 Closed
CIAM
516
Caitong International Asset Management
Hong Kong
– -$37.6K -417 Closed
QL
517
Quarry LP
New York
– -$28.3K -314 Closed
LFA
518
LGT Financial Advisors
Texas
– -$28.1K -311 Closed
VWM
519
Venturi Wealth Management
Texas
– -$17.2K -191 Closed
BC
520
Bayforest Capital
United Kingdom
– -$6.04K -67 Closed
FA
521
Fedenia Advisers
Wisconsin
– -$4.69K -52 Closed
AP
522
Atwood & Palmer
Missouri
– -$3.43K -38 Closed
MA
523
Modus Advisors
Minnesota
– -$3.07K -34 Closed
FDCP
524
Foster Dykema Cabot & Partners
Massachusetts
– -$2.8K -31 Closed
HI
525
Human Investing
Oregon
– -$2.1K -23 Closed
18 19 20
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