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RBC Bearings

610 hedge funds and large institutions have $16.7B invested in RBC Bearings in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 218 increasing their positions, 193 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 41

19% more capital invested

Capital invested by funds: $14B → $16.7B (+$2.7B)

15% more funds holding

Funds holding: 532610 (+78)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

13% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 193

1.26% less ownership

Funds ownership: 98.9%97.64% (-1.3%)

21% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $18.7M

Holders
610
Holders Change
+78
Holders Change %
+14.66%
% of All Funds
7.51%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.21%
New
127
Increased
218
Reduced
193
Closed
41
Calls
$14.7M
Puts
$18.7M
Net Calls
-$3.96M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
451
Trust Point Inc
Wisconsin
$271K +$265K +499 New
Janney Montgomery Scott
452
Janney Montgomery Scott
Pennsylvania
$268K +$5.84K +11 +2%
EWA
453
EverSource Wealth Advisors
Alabama
$268K +$97.1K +183 +59%
EIP
454
Ellis Investment Partners
Pennsylvania
$267K
KAS
455
Kestra Advisory Services
Texas
$266K -$9.02K -17 -3%
EWA
456
EP Wealth Advisors
California
$262K -$11.1K -21 -4%
HR
457
Hardy Reed
Mississippi
$261K -$58.4K -110 -19%
VWM
458
Venturi Wealth Management
Texas
$259K
JWCA
459
J.W. Cole Advisors
Florida
$259K +$253K +476 New
RIL
460
Rothschild Investment LLC
Illinois
$255K +$152K +287 +158%
VA
461
VestGen Advisors
Illinois
$253K +$219K +413 New
CWWM
462
Clear Wave Wealth Management
New Jersey
$253K +$247K +466 New
GCM
463
GKV Capital Management
California
$253K -$55.7K -105 -18%
NWAG
464
Net Worth Advisory Group
Utah
$251K +$245K +462 New
RP
465
Rice Partnership
Hawaii
$250K
Capstone Investment Advisors
466
Capstone Investment Advisors
New York
$248K +$243K +457 New
SFG
467
Sather Financial Group
Texas
$248K
EPW
468
Evolve Private Wealth
California
$244K +$239K +450 New
FFP
469
FourThought Financial Partners
Florida
$244K +$238K +449 New
Rafferty Asset Management
470
Rafferty Asset Management
New York
$242K -$44.6K -84 -16%
VT
471
Vise Technologies
New York
$241K
MG
472
Mather Group
Illinois
$241K -$7.43K -14 -3%
FCP
473
Fidelis Capital Partners
Florida
$239K +$234K +440 New
HNB
474
Huntington National Bank
Ohio
$236K -$10.6K -20 -4%
RSWM
475
Robertson Stephens Wealth Management
California
$236K +$231K +435 New