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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
PMAM
126
Penn Mutual Asset Management
Pennsylvania
$2.59M +$2.9M +42,521 New
EAM
127
EFG Asset Management
Oregon
$2.58M -$1.6M -23,365 -36%
GIPM
128
G2 Investment Partners Management
New York
$2.53M +$2.83M +41,500 New
Korea Investment Corp
129
Korea Investment Corp
South Korea
$2.45M
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$2.43M +$1.97M +28,788 +261%
DWM
131
Diversify Wealth Management
Utah
$2.43M -$1.58M -23,176 -40%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$2.4M +$2.57M +37,659 +1,883%
SCM
133
Sandler Capital Management
New York
$2.35M -$8.6K -126 -0.3%
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$2.34M +$464K +6,800 +23%
HF
135
HRT Financial
New York
$2.34M +$2.62M +38,322 New
PWP
136
Pursue Wealth Partners
California
$2.31M +$2.59M +37,926 New
AIG
137
American International Group
New York
$2.22M
CC
138
Callan Capital
California
$2.21M -$26.8K -392 -1%
US Bancorp
139
US Bancorp
Minnesota
$2.15M +$1.07M +15,698 +80%
Amundi
140
Amundi
France
$2.13M +$17.9K +262 +0.7%
ONGA
141
O'Neil Global Advisors
California
$2.02M +$2.27M +33,183 New
Citigroup
142
Citigroup
New York
$1.89M -$383K -5,617 -15%
ET
143
Entropy Technologies
New York
$1.87M -$15.4K -226 -0.7%
Simplex Trading
144
Simplex Trading
Illinois
$1.84M -$308K -4,510 -13%
Barclays
145
Barclays
United Kingdom
$1.83M -$71.3K -1,045 -3%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$1.79M +$1.4M +20,471 +231%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$1.77M -$1.26M -18,491 -39%
MMEA
148
Main Management ETF Advisors
California
$1.76M +$1.97M +28,840 New
N
149
Nuveen
North Carolina
$1.71M -$53.2M -779,905 -97%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$1.64M +$162K +2,375 +10%

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.