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Research Frontiers

30 hedge funds and large institutions have $6.63M invested in Research Frontiers in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.6% less ownership

Funds ownership: 13.09%12.5% (-0.6%)

6% less capital invested

Capital invested by funds: $7.09M → $6.63M (-$459K)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
6
Closed
3
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1
MGO One Seven
Ohio
$1.58M +$19.7K +13,049 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.42M -$90.9K -60,100 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.03M +$31.7K +20,941 +3%
BlackRock
4
BlackRock
New York
$956K +$1.3K +861 +0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$490K +$7.28K +4,810 +2%
KWM
6
Kingsview Wealth Management
Oregon
$228K -$22.9K -15,165 -10%
State Street
7
State Street
Massachusetts
$168K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$146K -$58.1K -38,432 -29%
Renaissance Technologies
9
Renaissance Technologies
New York
$140K +$2.12K +1,400 +2%
SRC
10
Shufro Rose & Co
New York
$127K
Northern Trust
11
Northern Trust
Illinois
$82.5K
Raymond James Financial
12
Raymond James Financial
Florida
$65.7K
Charles Schwab
13
Charles Schwab
California
$34.8K
FL
14
FreeGulliver LLC
Louisiana
$31.8K
HPC
15
HM Payson & Co
Maine
$31.8K
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$22.3K
FIA
17
Foundations Investment Advisors
Arizona
$21.9K
SSA
18
Schonfeld Strategic Advisors
New York
$21.5K +$303 +200 +1%
HWM
19
HB Wealth Management
Georgia
$15.9K
UBS Group
20
UBS Group
Switzerland
$12K -$19.5K -12,862 -63%
Morgan Stanley
21
Morgan Stanley
New York
$6.26K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.19K +$4.93K +3,263 New
NA
23
NewEdge Advisors
Louisiana
$3.13K
TRCT
24
Tower Research Capital (TRC)
New York
$2.04K -$1.19K -786 -38%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.66K

REFR Hedge Fund Activity: Q3 2025 in Review

30 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q3 2025, worth a combined $6.63M — down 6.5% from $7.09M a quarter earlier.

Fund positioning in REFR was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $31.7K. The largest seller was Destination Wealth Management, exiting entirely with an estimated $137K sold.

  • 30 institutional investors held Research Frontiers (REFR) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $6.63M of Research Frontiers stock for Q3 2025, down 6.5% quarter-over-quarter.
  • 3 funds opened new Research Frontiers positions in Q3 2025 and 3 closed out, a net change of 0 holders.
  • The largest Research Frontiers buyer in Q3 2025 was Vanguard Group, an estimated $31.7K added.
  • The largest Research Frontiers seller in Q3 2025 was Destination Wealth Management, an estimated $137K sold.

Based on aggregated 13F filings for Q3 2025.