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Research Frontiers
REFR

Overview Fund Activity

29 hedge funds and large institutions have $7.06M invested in Research Frontiers in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
8
Closed
5
Calls
$63K
Puts
–
Net Calls
+$63K
Net Calls Change
-$70K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$168K
2
Raymond James Financial
Raymond James Financial
Florida
+$40.8K
3
UBS Group
UBS Group
Switzerland
+$25.3K
4
Mariner
Mariner
Kansas
+$24.6K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$15.7K

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$168K
2
DWM
Destination Wealth Management
California
-$130K
3
KWM
Kingsview Wealth Management
Oregon
-$32.1K
4
Citadel Advisors
Citadel Advisors
Florida
-$22.9K
5
Renaissance Technologies
Renaissance Technologies
New York
-$22.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
1
MGO One Seven
Ohio
$1.59M +$8.45K +5,217 +0.5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.56M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.01M +$168K +103,666 +20%
BlackRock
4
BlackRock
New York
$985K -$13.2K -8,068 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$491K +$1.41K +869 +0.3%
KWM
6
Kingsview Wealth Management
Oregon
$260K -$32.1K -19,561 -11%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$211K +$15.7K +9,688 +8%
State Street
8
State Street
Massachusetts
$171K – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$142K -$22.6K -13,800 -14%
DWM
10
Destination Wealth Management
California
$137K -$130K -80,000 -49%
SRC
11
Shufro Rose & Co
New York
$127K -$4.52K -4,000 -3%
Northern Trust
12
Northern Trust
Illinois
$85.1K – – –
Raymond James Financial
13
Raymond James Financial
Florida
$67.8K +$40.8K +24,902 +152%
Charles Schwab
14
Charles Schwab
California
$35.4K – – –
UBS Group
15
UBS Group
Switzerland
$33.5K +$25.3K +15,413 +308%
FL
16
FreeGulliver LLC
Louisiana
$32.4K – – –
Mariner
17
Mariner
Kansas
$24.6K +$24.6K +15,000 New
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$23K – – –
FIA
19
Foundations Investment Advisors
Arizona
$22.4K – – –
SSA
20
Schonfeld Strategic Advisors
New York
$21.9K -$9.63K -5,870 -31%
HWM
21
HB Wealth Management
Georgia
$16.2K – – –
Morgan Stanley
22
Morgan Stanley
New York
$6.45K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$3.39K -$2.46K -1,500 -42%
NA
24
NewEdge Advisors
Louisiana
$3.23K – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.69K -$100 -62 -6%
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