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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
TWD
501
True Wealth Design
Ohio
$2.67K -$609 -6 -19%
CH
502
Cromwell Holdings
Wyoming
$2.67K -$508 -5 -16%
HFS
503
Hughes Financial Services
Virginia
$2.57K +$203 +2 +9%
BC
504
Bayforest Capital
United Kingdom
$2.16K +$2.13K +21 New
OC
505
Optima Capital
Oregon
$2.06K +$2.03K +20 New
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.96K
CFO
507
CVA Family Office
Colorado
$1.85K -$7.92K -78 -81%
PP
508
Pacifica Partners
Canada
$1.81K +$1.83K +18 New
PWA
509
Physician Wealth Advisors
Utah
$1.65K -$1.02K -10 -38%
CNBTD
510
Citizens National Bank Trust Department
Mississippi
$1.54K
BWL
511
Bogart Wealth LLC
Virginia
$1.34K
FFO
512
Fortitude Family Office
Arizona
$1.23K
SEP
513
Signature Equity Partners
Ohio
$1.23K +$1.22K +12 New
TCM
514
Triumph Capital Management
Colorado
$1.23K +$1.22K +12 New
NMG
515
New Millennium Group
Utah
$1.02K
SWM
516
Spire Wealth Management
Virginia
$827 -$37.9K -373 -98%
RFP
517
Root Financial Partners
California
$823 +$406 +4 +100%
TPCW
518
TD Private Client Wealth
New York
$823 +$813 +8 New
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$721
PWA
520
Principia Wealth Advisory
Texas
$720 -$203 -2 -22%
CJ
521
Caitlin John
Michigan
$720 -$102 -1 -13%
FC
522
Financial Consulate
Maryland
$618 -$2.23K -22 -79%
SS
523
Sunbelt Securities
Texas
$514
WA
524
WPG Advisers
Maryland
$514
ACA
525
Atlas Capital Advisors
Wyoming
$514 +$508 +5 New