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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
YIA
476
YHB Investment Advisors
Connecticut
$231K -$159K -300 -41%
IP
477
Intellectus Partners
California
$231K -$55.7K -105 -20%
SFS
478
Sowell Financial Services
Arkansas
$229K +$224K +422 New
IWM
479
IHT Wealth Management
Illinois
$227K +$222K +418 New
Northwestern Mutual Wealth Management
480
Northwestern Mutual Wealth Management
Wisconsin
$226K -$149K -281 -40%
KA
481
Klingman & Associates
New York
$220K +$215K +405 New
MBWA
482
Marin Bay Wealth Advisors
California
$218K +$213K +402 New
CIA
483
Concurrent Investment Advisors
Florida
$217K +$212K +399 New
PPWM
484
Paragon Private Wealth Management
Kentucky
$213K +$209K +393 New
IA
485
IFC Advisors
California
$211K +$206K +389 New
SIA
486
Soltis Investment Advisors
Utah
$210K +$205K +387 New
SCP
487
Sivia Capital Partners
California
$209K +$204K +385 New
SWP
488
Sagespring Wealth Partners
Tennessee
$207K +$203K +382 New
OFS
489
OneAscent Financial Services
Alabama
$205K +$201K +378 New
ABC
490
Associated Banc-Corp
Wisconsin
$204K -$126K -237 -39%
SI
491
Seeds Investor
New York
$202K +$179K +337 New
RWP
492
RWA Wealth Partners
Massachusetts
$201K +$196K +370 New
GVAG
493
Great Valley Advisor Group
Delaware
$201K +$196K +369 New
UB
494
UMB Bank
Missouri
$194K +$4.78K +9 +3%
UFF
495
USA Financial Formulas
Michigan
$173K +$169K +318 New
QL
496
Quarry LP
New York
$163K +$160K +301 New
AAP
497
Arax Advisory Partners
Colorado
$159K +$118K +223 +328%
EP
498
Essential Partners
California
$156K +$1.06K +2 +0.7%
LFG
499
Larson Financial Group
Missouri
$144K +$78K +147 +124%
AF
500
Advisornet Financial
Minnesota
$133K +$1.06K +2 +0.8%