251 hedge funds and large institutions have $4.37B invested in Rubrik in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+83
Holders Change %
+49.4%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
115
Increased
70
Reduced
46
Closed
30
Calls
$116M
Puts
$66.8M
Net Calls
+$49.2M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NRG
226
Nemes Rush Group
Michigan
$39.2K +$39.2K +600 New
GRP
227
Global Retirement Partners
California
$33.1K +$32.7K +500 +8,333%
S
228
SignatureFD
Georgia
$32.7K
Russell Investments Group
229
Russell Investments Group
United Kingdom
$27.7K +$27.7K +424 New
CAS
230
Coppell Advisory Solutions
Texas
$21.5K +$21.5K +315 New
HI
231
Harbour Investments
Wisconsin
$19.6K
MSFP
232
Mark Sheptoff Financial Planning
Connecticut
$19.6K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$18K -$589 -9 -3%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K
WT
235
Washington Trust
Rhode Island
$13.6K +$13.6K +208 New
Comerica Bank
236
Comerica Bank
Texas
$12.4K +$915 +14 +8%
BCM
237
Berbice Capital Management
New York
$9.8K +$9.8K +150 New
CIR
238
Clear Investment Research
Georgia
$8.76K
Jones Financial Companies
239
Jones Financial Companies
Missouri
$8.17K +$3.07K +47 +60%
PS
240
Principal Securities
Iowa
$7.91K
WTA
241
Washington Trust Advisors
Massachusetts
$5.49K
MCM
242
Mainstream Capital Management
California
$4.25K +$4.25K +65 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$3.99K +$3.99K +61 New
IA
244
IFP Advisors
Florida
$3.27K +$3.27K +50 New
RF
245
Roxbury Financial
New Jersey
$2.8K +$2.8K +55 New
WSFS
246
Wilmington Savings Fund Society
Delaware
$2.09K -$1.18K -18 -36%
DFA
247
DHJJ Financial Advisors
Illinois
$1.63K
BWL
248
Bogart Wealth LLC
Virginia
$1.5K +$1.5K +23 New
Toronto Dominion Bank
249
Toronto Dominion Bank
Ontario, Canada
$458 +$458 +7 New
EWA
250
EverSource Wealth Advisors
Alabama
$458 +$458 +7 New