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RBC Bearings

439 hedge funds and large institutions have $10.2B invested in RBC Bearings in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 141

10% more funds holding

Funds holding: 399439 (+40)

6% more capital invested

Capital invested by funds: $9.59B → $10.2B (+$594M)

1.42% less ownership

Funds ownership: 102.07%100.65% (-1.4%)

14% less call options, than puts

Call options by funds: $2.09M | Put options by funds: $2.44M

Holders
439
Holders Change
+40
Holders Change %
+10.03%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
74
Increased
159
Reduced
141
Closed
28
Calls
$2.09M
Puts
$2.44M
Net Calls
-$354K
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
376
Physician Wealth Advisors
Utah
$22.2K
MA
377
MCF Advisors
Kentucky
$20.9K
OWA
378
Opal Wealth Advisors
New York
$20.9K +$21.9K +65 New
RA
379
Rise Advisors
New York
$19.9K -$7.42K -22 -26%
WBC
380
West Branch Capital
Massachusetts
$19.3K
AAP
381
Arax Advisory Partners
Colorado
$18.3K +$10.8K +32 +128%
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$18.3K -$6.07K -18 -23%
GWM
383
Geneos Wealth Management
Colorado
$15.4K +$12.1K +36 +300%
DJSG
384
D.J. St. Germain
Massachusetts
$14.8K +$15.5K +46 New
EWA
385
EverSource Wealth Advisors
Alabama
$13.8K +$6.75K +20 +87%
WA
386
WPG Advisers
Maryland
$12.5K +$5.4K +16 +70%
HI
387
Harbour Investments
Wisconsin
$11.3K
BBHC
388
Brown Brothers Harriman & Co
New York
$7.72K -$8.1K -24 -50%
National Bank of Canada
389
National Bank of Canada
Quebec, Canada
$7.7K +$8.1K +24 New
WTA
390
Washington Trust Advisors
Massachusetts
$7.08K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$7.08K +$337 +1 +5%
TPCW
392
TD Private Client Wealth
New York
$7.08K +$5.06K +15 +214%
HWM
393
Hemington Wealth Management
Virginia
$7K +$3.04K +9 +69%
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$6.43K +$3.71K +11 +122%
BWL
395
Bogart Wealth LLC
Virginia
$5.79K
BCMLT
396
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.47K
MEG
397
Millstone Evans Group
Colorado
$5.47K +$5.73K +17 New
CAM
398
Chesapeake Asset Management
New York
$5.15K +$5.4K +16 New
CTC
399
Cetera Trust Company
Minnesota
$4.83K
MAM
400
Meeder Asset Management
Ohio
$4.83K +$5.06K +15 New

RBC Hedge Fund Activity: Q1 2025 in Review

439 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q1 2025, worth a combined $10.2B — up 6.2% from $9.59B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new RBC positions and 28 closed out — a net gain of 46 holders — while 159 added to existing stakes and 141 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $108M. The largest seller was T. Rowe Price Associates, cutting an estimated $92.8M.

  • 439 institutional investors held RBC Bearings (RBC) as of Q1 2025, up from 399 in Q4 2024.
  • Funds reported $10.2B of RBC Bearings stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 74 funds opened new RBC Bearings positions in Q1 2025 and 28 closed out, a net change of +46 holders.
  • The largest RBC Bearings buyer in Q1 2025 was Fidelity Investments, an estimated $108M added.
  • The largest RBC Bearings seller in Q1 2025 was T. Rowe Price Associates, an estimated $92.8M sold.

Based on aggregated 13F filings for Q1 2025.