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Research Frontiers
REFR

Overview Fund Activity

33 hedge funds and large institutions have $5.11M invested in Research Frontiers in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
8
Closed
2
Calls
$133K
Puts
–
Net Calls
+$133K
Net Calls Change
+$122K

Top Buyers

1
MOS
MGO One Seven
Ohio
+$1.1M
2
DWM
Destination Wealth Management
California
+$186K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$168K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$39.9K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$37K

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$54.4K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$21K
3
Bank of America
Bank of America
North Carolina
-$4.51K
4
KWM
Kingsview Wealth Management
Oregon
-$4.36K
5
BlackRock
BlackRock
New York
-$1.63K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
1
MGO One Seven
Ohio
$1.1M +$1.1M +973,188 New
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.07M -$54.4K -48,140 -5%
BlackRock
3
BlackRock
New York
$688K -$1.63K -1,440 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$589K +$37K +32,743 +7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$342K +$6.69K +5,922 +2%
KWM
6
Kingsview Wealth Management
Oregon
$201K -$4.36K -3,855 -2%
DWM
7
Destination Wealth Management
California
$186K +$186K +164,703 New
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$168K +$168K +149,000 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$136K +$39.9K +35,331 +41%
SRC
10
Shufro Rose & Co
New York
$132K – – –
State Street
11
State Street
Massachusetts
$119K – – –
Renaissance Technologies
12
Renaissance Technologies
New York
$114K +$2.75K +2,431 +2%
Northern Trust
13
Northern Trust
Illinois
$58.6K – – –
Charles Schwab
14
Charles Schwab
California
$24.7K – – –
Citadel Advisors
15
Citadel Advisors
Florida
$22.9K +$22.9K +20,246 New
FL
16
FreeGulliver LLC
Louisiana
$22.6K – – –
SSA
17
Schonfeld Strategic Advisors
New York
$21.7K -$1.35K -1,194 -6%
Raymond James Financial
18
Raymond James Financial
Florida
$18.6K – – –
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$15.8K -$1.19K -1,050 -7%
FIA
20
Foundations Investment Advisors
Arizona
$15.6K – – –
VF
21
Virtu Financial
New York
$15K +$15K +13,129 New
TSS
22
Two Sigma Securities
New York
$12.5K +$12.5K +11,093 New
HWM
23
HB Wealth Management
Georgia
$11.3K – – –
UBS Group
24
UBS Group
Switzerland
$5.65K +$4.74K +4,194 +520%
Morgan Stanley
25
Morgan Stanley
New York
$4.45K – – –
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