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Royal Caribbean

1,057 hedge funds and large institutions have $44.6B invested in Royal Caribbean in 2025 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 450 increasing their positions, 314 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 314

34% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 113

16% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.31B

2% more funds holding

Funds holding: 1,0381,057 (+19)

1.23% more ownership

Funds ownership: 79.53%80.76% (+1.2%)

10% less capital invested

Capital invested by funds: $49.7B → $44.6B (-$5.08B)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
1,057
Holders Change
+19
Holders Change %
+1.83%
% of All Funds
14.17%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
151
Increased
450
Reduced
314
Closed
113
Calls
$1.52B
Puts
$1.31B
Net Calls
+$205M
Net Calls Change
+$1.23B
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$6.57B +$539M +2,283,847 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.89B +$142M +602,447 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$4.79B -$1.16B -4,903,316 -17%
BlackRock
4
BlackRock
New York
$3.82B +$161M +681,233 +4%
Capital World Investors
5
Capital World Investors
California
$3.6B +$417M +1,767,331 +11%
State Street
6
State Street
Massachusetts
$2.1B -$17.9M -75,635 -0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.28B +$66.8M +283,165 +5%
Primecap Management
8
Primecap Management
California
$729M -$170M -719,890 -17%
Invesco
9
Invesco
Georgia
$618M +$52.2M +221,199 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$614M +$209M +885,043 +42%
Norges Bank
11
Norges Bank
Norway
$590M -$46.1M -195,247 -6%
Morgan Stanley
12
Morgan Stanley
New York
$572M -$15.2M -64,483 -2%
DZ Bank
13
DZ Bank
Germany
$560M +$16.6M +70,418 +3%
Northern Trust
14
Northern Trust
Illinois
$495M +$10.7M +45,459 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$436M +$99.3M +420,663 +25%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$375M +$113M +477,889 +35%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$374M -$15.1M -63,789 -3%
N
18
Nuveen
North Carolina
$359M +$97.9M +414,853 +31%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$351M +$144M +609,656 +55%
Goldman Sachs
20
Goldman Sachs
New York
$338M +$84.2M +356,660 +28%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$323M +$141M +595,225 +62%
Charles Schwab
22
Charles Schwab
California
$303M -$10.8M -45,765 -3%
UBS AM
23
UBS AM
Illinois
$274M +$14.1M +59,743 +5%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$272M -$3.69M -15,613 -1%
Legal & General Group
25
Legal & General Group
United Kingdom
$245M +$19.5M +82,762 +7%

RCL Hedge Fund Activity: Q1 2025 in Review

1,057 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q1 2025, worth a combined $44.6B — down 10% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new RCL positions and 113 closed out — a net gain of 38 holders — while 450 added to existing stakes and 314 trimmed.

The largest buyer was Capital International Investors, adding an estimated $539M. The largest seller was Capital Research Global Investors, cutting an estimated $1.16B.

  • 1,057 institutional investors held Royal Caribbean (RCL) as of Q1 2025, up from 1,038 in Q4 2024.
  • Funds reported $44.6B of Royal Caribbean stock for Q1 2025, down 10% quarter-over-quarter.
  • 151 funds opened new Royal Caribbean positions in Q1 2025 and 113 closed out, a net change of +38 holders.
  • The largest Royal Caribbean buyer in Q1 2025 was Capital International Investors, an estimated $539M added.
  • The largest Royal Caribbean seller in Q1 2025 was Capital Research Global Investors, an estimated $1.16B sold.

Based on aggregated 13F filings for Q1 2025.