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305 hedge funds and large institutions have $4.89B invested in Rubrik in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 121 increasing their positions, 63 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 37

92% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 63

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

21% more funds holding

Funds holding: 252305 (+53)

12% more capital invested

Capital invested by funds: $4.38B → $4.89B (+$512M)

0.77% more ownership

Funds ownership: 76.96%77.72% (+0.77%)

12% less call options, than puts

Call options by funds: $117M | Put options by funds: $133M

Holders
305
Holders Change
+53
Holders Change %
+21.03%
% of All Funds
4.09%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
92
Increased
121
Reduced
63
Closed
37
Calls
$117M
Puts
$133M
Net Calls
-$15.9M
Net Calls Change
-$65.1M
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
&Partners
Tennessee
$299K +$54.8K +803 +22%
M1FG
227
Mach-1 Financial Group
Arkansas
$297K +$332K +4,864 New
SS
228
SBI Securities
Japan
$288K +$93.8K +1,374 +41%
CFM
229
Catalyst Funds Management
Australia
$281K +$314K +4,600 New
Brown Advisory
230
Brown Advisory
Maryland
$278K -$275K -4,025 -47%
KeyBank National Association
231
KeyBank National Association
Ohio
$277K +$310K +4,547 New
Creative Planning
232
Creative Planning
Kansas
$270K +$60.1K +880 +25%
MCM
233
Moore Capital Management
New York
$269K +$301K +4,408 New
DWM
234
Dynasty Wealth Management
Florida
$264K -$8.6K -126 -3%
Cerity Partners
235
Cerity Partners
New York
$263K +$76.7K +1,123 +35%
TRCT
236
Tower Research Capital (TRC)
New York
$260K +$84.2K +1,233 +41%
LBWM
237
Left Brain Wealth Management
Illinois
$256K +$287K +4,200 New
LAI
238
Legal Advantage Investments
California
$250K +$280K +4,100 New
PA
239
PharVision Advisers
Florida
$238K +$56K +820 +27%
WPW
240
Waldron Private Wealth
Pennsylvania
$235K +$263K +3,853 New
OC
241
Oppenheimer & Co
New York
$225K +$252K +3,693 New
CAM
242
Cresset Asset Management
Illinois
$222K +$249K +3,641 New
SCA
243
Snowden Capital Advisors
New York
$216K +$242K +3,550 New
AWM
244
Adams Wealth Management
Utah
$215K +$244K +3,573 New
CI
245
CacheTech Inc
Utah
$215K +$244K +3,573 New
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$204K -$51.8K -759 -16%
KBC Group
247
KBC Group
Belgium
$203K +$44.9K +658 +25%
C
248
Cliffwater
California
$194K +$217K +3,184 New
Group One Trading
249
Group One Trading
Illinois
$185K +$207K +3,034 New
RhumbLine Advisers
250
RhumbLine Advisers
Massachusetts
$182K +$137K +2,000 +204%

RBRK Hedge Fund Activity: Q1 2025 in Review

305 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Rubrik (RBRK) for Q1 2025, worth a combined $4.89B — up 12% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new RBRK positions and 37 closed out — a net gain of 55 holders — while 121 added to existing stakes and 63 trimmed.

The largest buyer was Legal & General Group, adding an estimated $134M. The largest seller was Norges Bank, cutting an estimated $78.7M.

  • 305 institutional investors held Rubrik (RBRK) as of Q1 2025, up from 252 in Q4 2024.
  • Funds reported $4.89B of Rubrik stock for Q1 2025, up 12% quarter-over-quarter.
  • 92 funds opened new Rubrik positions in Q1 2025 and 37 closed out, a net change of +55 holders.
  • The largest Rubrik buyer in Q1 2025 was Legal & General Group, an estimated $134M added.
  • The largest Rubrik seller in Q1 2025 was Norges Bank, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2025.