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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
OPS
201
Orion Portfolio Solutions
Nebraska
$547K +$612K +8,966 New
HIM
202
Hillsdale Investment Management
Ontario, Canada
$543K +$608K +8,900 New
EAM
203
Eventide Asset Management
Massachusetts
$537K
VI
204
Versor Investments
New York
$527K -$86.4K -1,266 -13%
BFM
205
Boothbay Fund Management
New York
$525K +$588K +8,614 New
GAA
206
Green Alpha Advisors
Colorado
$495K +$193K +2,824 +53%
EWM
207
Endowment Wealth Management
Wisconsin
$488K -$138K -2,021 -20%
VRS
208
Virginia Retirement Systems
Virginia
$482K +$539K +7,900 New
MCM
209
MAI Capital Management
Ohio
$476K
CC
210
Centiva Capital
New York
$460K -$3.05M -44,637 -86%
Allianz Asset Management
211
Allianz Asset Management
Germany
$459K +$514K +7,525 New
Lazard Asset Management
212
Lazard Asset Management
New York
$448K +$159K +2,333 +46%
RFA
213
Register Financial Advisors
Georgia
$433K -$20.5K -300 -4%
PL
214
Perpetual Ltd
Australia
$427K +$185K +2,709 +63%
Cohen & Steers
215
Cohen & Steers
New York
$427K
URS
216
Utah Retirement Systems
Utah
$418K +$468K +6,862 New
HP
217
Haven Private
Florida
$417K -$34.2K -501 -7%
DT
218
Diversified Trust
Tennessee
$389K +$4.85K +71 +1%
Wolverine Trading
219
Wolverine Trading
Illinois
$379K -$506K -7,419 -56%
SAF
220
Smith Anglin Financial
Texas
$377K -$15K -219 -3%
CIAM
221
Caitong International Asset Management
Hong Kong
$361K +$89.2K +1,307 +28%
ProShare Advisors
222
ProShare Advisors
Maryland
$360K -$12.7K -186 -3%
WA
223
Wealth Architects
California
$346K +$388K +5,678 New
JRP
224
Jasper Ridge Partners
California
$338K +$153K +2,247 +68%
RWIA
225
Roger Wittlin Investment Advisory
California
$321K -$2.8K -41 -0.8%

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.