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Research Frontiers
REFR

Overview Fund Activity

28 hedge funds and large institutions have $6.85M invested in Research Frontiers in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
8
Closed
5
Calls
$63K
Puts
–
Net Calls
+$63K
Net Calls Change
-$70K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01M
2
Raymond James Financial
2
Raymond James Financial
Florida
$67.8K
3
UBS Group
3
UBS Group
Switzerland
$33.5K
4
Mariner
4
Mariner
Kansas
$24.6K
5
MOS
5
MGO One Seven
Ohio
$1.59M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
DWM
2
Destination Wealth Management
California
$137K
3
KWM
3
Kingsview Wealth Management
Oregon
$260K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$142K
Name Market Value Shares Shares
Change 		Shares
Change %
MOS
1
MGO One Seven
Ohio
$1.59M 978,405 +5,217 +0.5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.56M 950,532 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.01M 625,129 +103,666 +20%
BlackRock
4
BlackRock
New York
$985K 600,415 -8,068 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$491K 303,290 +869 +0.3%
KWM
6
Kingsview Wealth Management
Oregon
$260K 158,400 -19,561 -11%
State Street
7
State Street
Massachusetts
$171K 105,623 – –
Renaissance Technologies
8
Renaissance Technologies
New York
$142K 86,700 -13,800 -14%
DWM
9
Destination Wealth Management
California
$137K 84,703 -80,000 -49%
SRC
10
Shufro Rose & Co
New York
$127K 112,800 -4,000 -3%
Northern Trust
11
Northern Trust
Illinois
$85.1K 51,894 – –
Raymond James Financial
12
Raymond James Financial
Florida
$67.8K 41,337 +24,902 +152%
Charles Schwab
13
Charles Schwab
California
$35.4K 21,870 – –
UBS Group
14
UBS Group
Switzerland
$33.5K 20,413 +15,413 +308%
FL
15
FreeGulliver LLC
Louisiana
$32.4K 20,000 – –
Mariner
16
Mariner
Kansas
$24.6K 15,000 +15,000 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$23K 14,000 – –
FIA
18
Foundations Investment Advisors
Arizona
$22.4K 13,800 – –
SSA
19
Schonfeld Strategic Advisors
New York
$21.9K 13,336 -5,870 -31%
HWM
20
HB Wealth Management
Georgia
$16.2K 10,000 – –
Morgan Stanley
21
Morgan Stanley
New York
$6.45K 3,935 – –
TRCT
22
Tower Research Capital (TRC)
New York
$3.39K 2,068 -1,500 -42%
NA
23
NewEdge Advisors
Louisiana
$3.23K 1,972 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.69K 1,042 -62 -6%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$1.3K 801 – –
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