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Real Brokerage

61 hedge funds and large institutions have $199M invested in Real Brokerage in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

287% more call options, than puts

Call options by funds: $333K | Put options by funds: $86K

106% more capital invested

Capital invested by funds: $96.6M → $199M (+$103M)

74% more funds holding

Funds holding: 3561 (+26)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

1.29% more ownership

Funds ownership: 33.21%34.5% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
61
Holders Change
+26
Holders Change %
+74.29%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
8
Reduced
6
Closed
7
Calls
$333K
Puts
$86K
Net Calls
+$247K
Net Calls Change
+$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$138K +$39.1K +14,233 +48%
BSG
27
Black Swift Group
Colorado
$125K
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$116K
Bank of America
29
Bank of America
North Carolina
$96.7K +$85K +30,989 New
LPL Financial
30
LPL Financial
California
$94.3K +$43.1K +15,710 +108%
SPIA
31
Steward Partners Investment Advisory
New York
$85.8K +$20.6K +7,500 +38%
SIA
32
Soltis Investment Advisors
Utah
$85.4K
CAS
33
CTC Alternative Strategies
Illinois
$82.1K +$72.2K +26,300 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$74.8K +$65.8K +23,972 New
VA
35
Valmark Advisers
Ohio
$70.9K +$62.4K +22,728 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$65.6K +$5.21K +1,900 +10%
Creative Planning
37
Creative Planning
Kansas
$63.5K +$55.9K +20,368 New
William Blair & Company
38
William Blair & Company
Illinois
$62.4K +$54.9K +20,000 New
CSS
39
Cubist Systematic Strategies
Connecticut
$54.8K +$48.2K +17,579 New
MA
40
Mutual Advisors
Nebraska
$52.6K +$46.2K +16,850 New
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$50.6K +$44.5K +16,231 New
UBS Group
42
UBS Group
Switzerland
$49.6K +$43.6K +15,886 New
TWA
43
TCI Wealth Advisors
Arizona
$48.7K +$42.9K +15,617 New
TC
44
TwinBeech Capital
New York
$47.6K +$41.9K +15,268 New
FAG
45
Fortitude Advisory Group
Washington
$46.8K
Wells Fargo
46
Wells Fargo
California
$37.4K
SFS
47
Searcy Financial Services
Kansas
$36.5K +$32.1K +11,714 New
EWA
48
EverSource Wealth Advisors
Alabama
$36.3K
TC
49
TownSquare Capital
Utah
$34.9K
TSS
50
Two Sigma Securities
New York
$33.2K +$29.2K +10,636 New

REAX Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Real Brokerage (REAX) for Q1 2024, worth a combined $199M — up 106% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new REAX positions and 7 closed out — a net gain of 26 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was AWM Investment Company, adding an estimated $3.3M. The largest seller was NewEdge Wealth, cutting an estimated $578K.

  • 61 institutional investors held Real Brokerage (REAX) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $199M of Real Brokerage stock for Q1 2024, up 106% quarter-over-quarter.
  • 33 funds opened new Real Brokerage positions in Q1 2024 and 7 closed out, a net change of +26 holders.
  • The largest Real Brokerage buyer in Q1 2024 was AWM Investment Company, an estimated $3.3M added.
  • The largest Real Brokerage seller in Q1 2024 was NewEdge Wealth, an estimated $578K sold.

Based on aggregated 13F filings for Q1 2024.