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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
BCM
276
Berbice Capital Management
New York
$15.2K +$6.83K +100 +67%
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K
WT
278
Washington Trust
Rhode Island
$12.7K
Jones Financial Companies
279
Jones Financial Companies
Missouri
$10.4K +$2.66K +39 +31%
CA
280
Clearstead Advisors
Ohio
$10.2K +$11.4K +167 New
WSFS
281
Wilmington Savings Fund Society
Delaware
$10K +$9.01K +132 +413%
CI Investments Inc
282
CI Investments Inc
Ontario, Canada
$9K +$10.4K +152 New
CIR
283
Clear Investment Research
Georgia
$8.17K
PS
284
Principal Securities
Iowa
$7.91K
FDW
285
Fourth Dimension Wealth
Ohio
$6.1K +$6.83K +100 New
WTA
286
Washington Trust Advisors
Massachusetts
$5.12K
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$3.78K +$68 +1 +2%
RF
288
Roxbury Financial
New Jersey
$3.58K
PA
289
Parallel Advisors
California
$2.79K -$152K -2,222 -98%
OP
290
ORG Partners
Indiana
$2.72K +$3.07K +45 New
AF
291
Allworth Financial
California
$1.77K +$1.77K +26 New
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$1.77K +$1.98K +29 New
DFA
293
DHJJ Financial Advisors
Illinois
$1.52K
TFM
294
TFC Financial Management
Massachusetts
$1.52K +$1.71K +25 New
WTC
295
WhitTier Trust Company
Nevada
$1.52K +$1.71K +25 New
BWL
296
Bogart Wealth LLC
Virginia
$1.4K
CA
297
Continuum Advisory
Idaho
$1.28K +$1.43K +21 New
EWA
298
EverSource Wealth Advisors
Alabama
$1.22K +$887 +13 +186%
PPC
299
Park Place Capital
Alabama
$976 +$1.09K +16 New
PWA
300
Physician Wealth Advisors
Utah
$915 +$1.02K +15 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.