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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
GWM
251
Geneos Wealth Management
Colorado
$128K +$70.5K +1,032 +97%
TFIPS
252
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K +$23.9K +350 +24%
CF
253
Centaurus Financial
California
$108K
IA
254
IFP Advisors
Florida
$101K +$110K +1,611 +3,222%
ACM
255
Aster Capital Management
United Arab Emirates
$93.6K +$98.1K +1,437 New
N
256
Natixis
France
$90.4K +$102K +1,496 New
RS
257
Rakuten Securities
Japan
$87.1K -$388K -5,685 -80%
QL
258
Quarry LP
New York
$82K +$42.1K +616 +84%
HFM
259
Harvest Fund Management
China
$79K +$88.7K +1,300 New
NA
260
NewEdge Advisors
Louisiana
$76.2K +$20.5K +300 +32%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$64K +$53K +776 +282%
RAM
262
Ramirez Asset Management
New York
$61K
NRG
263
Nemes Rush Group
Michigan
$36.6K
Comerica Bank
264
Comerica Bank
Texas
$35.6K +$27K +395 +209%
S
265
SignatureFD
Georgia
$31.7K +$1.36K +20 +4%
SSG
266
Summit Securities Group
New York
$31.2K +$35K +512 New
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$30.5K +$34.1K +500 New
CCM
268
Coldstream Capital Management
Washington
$27.7K +$31.1K +455 New
RIM
269
Rakuten Investment Management
Japan
$22.3K +$23.9K +350 New
AAM
270
Advisors Asset Management
Colorado
$21.3K +$23.8K +349 New
FFA
271
Farther Finance Advisors
California
$21.2K +$23.9K +350 New
FHA
272
First Horizon Advisors
Tennessee
$18.5K +$20.7K +303 New
HI
273
Harbour Investments
Wisconsin
$18.3K
MSFP
274
Mark Sheptoff Financial Planning
Connecticut
$18.3K
IRC
275
Investors Research Corp
Georgia
$18.3K +$20.5K +300 New

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.