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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
CFO
551
CVA Family Office
Colorado
$15.2K +$14.9K +28 New
National Bank of Canada
552
National Bank of Canada
Quebec, Canada
$15.2K -$15.4K -29 -51%
LI
553
LRI Investments
Florida
$13.6K +$2.65K +5 +25%
IWS
554
Intentional Wealth Strategies
Colorado
$13.6K +$13.3K +25 New
CI
555
CX Institutional
Indiana
$12K +$11.7K +22 New
HFM
556
Harvest Fund Management
China
$12K +$12.2K +23 New
JWM
557
JPL Wealth Management
Colorado
$11.4K +$11.1K +21 New
FFO
558
Fortitude Family Office
Arizona
$10.9K +$4.78K +9 +82%
ANBT
559
American National Bank & Trust
Texas
$10.3K
BWL
560
Bogart Wealth LLC
Virginia
$10.3K +$531 +1 +6%
JWA
561
JFS Wealth Advisors
Pennsylvania
$9.78K +$531 +1 +6%
TPCW
562
TD Private Client Wealth
New York
$9.78K -$2.12K -4 -18%
BFS
563
Bare Financial Services
Pennsylvania
$9.78K +$1.59K +3 +20%
PWPS
564
Pinnacle Wealth Planning Services
Ohio
$9.23K +$531 +1 +6%
EF
565
Entrust Financial
Pennsylvania
$8.69K -$531 -1 -6%
SIS
566
Sound Income Strategies
Florida
$8.28K
MB
567
MidFirst Bank
Oklahoma
$8.15K -$656K -1,236 -99%
CTC
568
Cetera Trust Company
Minnesota
$8.15K
TPWA
569
Twin Peaks Wealth Advisors
California
$8.15K +$7.96K +15 New
TCM
570
TD Capital Management
Tennessee
$7.06K
MFP
571
Meramec Financial Planners
Missouri
$6.57K
MAS
572
MPWM Advisory Solutions
Georgia
$6.52K
MAM
573
Morse Asset Management
Connecticut
$6.52K +$6.37K +12 New
RWM
574
RMG Wealth Management
Wisconsin
$6.14K +$5.31K +10 New
CTC
575
Central Trust Company
Missouri
$5.97K +$5.31K +10 +1,000%