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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
AT
401
Avalon Trust
New Mexico
$4.5K
TCM
402
TD Capital Management
Tennessee
$4.18K
MAS
403
MPWM Advisory Solutions
Georgia
$3.86K
WIM
404
Westside Investment Management
California
$3.66K
BIG
405
Brooklyn Investment Group
New York
$3.22K +$3.37K +10 New
CAL
406
Capital Advisors Ltd
Ohio
$3K
CWC
407
Carolinas Wealth Consulting
North Carolina
$2.77K
RF
408
Rossby Financial
Florida
$2.62K +$2.7K +8 New
BAM
409
Bellevue Asset Management
Washington
$2.57K
RWML
410
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.57K
JWA
411
JFS Wealth Advisors
Pennsylvania
$2.25K -$337 -1 -13%
PWA
412
Provenance Wealth Advisors
Florida
$2.25K
MA
413
Montag & Associates
Georgia
$2.17K +$337 +1 +17%
HFS
414
Hantz Financial Services
Michigan
$2K +$2.36K +7 New
BIA
415
Bell Investment Advisors
California
$1.61K
GFPC
416
Global Financial Private Client
Florida
$1.61K +$1.35K +4 +400%
LFG
417
Larson Financial Group
Missouri
$1.61K +$1.69K +5 New
OP
418
ORG Partners
Indiana
$1.33K +$1.35K +4 New
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$1.29K +$675 +2 +100%
FFO
420
Fortitude Family Office
Arizona
$1.29K -$1.01K -3 -43%
LC
421
Lindbrook Capital
California
$1.29K
BFS
422
Bare Financial Services
Pennsylvania
$1.29K +$1.35K +4 New
CA
423
CoreCap Advisors
Michigan
$965 +$1.01K +3 New
Amundi
424
Amundi
France
$952 +$1.01K +3 New
HWA
425
HHM Wealth Advisors
Tennessee
$644

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.