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Reliance Global Group
RELI

13 hedge funds and large institutions have $4.28M invested in Reliance Global Group in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
13
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.09M
2
+$2.03M
3
+$120K
4
IA
IFP Advisors
Florida
+$6.03K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.08K

Top Sellers

1
-$278K
2
-$28K
3
-$20.2K
4
UBS Group
UBS Group
Switzerland
-$8.62K
5
Citigroup
Citigroup
New York
-$7.46K
Name Holding Trade Value Shares
Change 		Change in
Stake
XI
1
XXEC Inc
Oklahoma
$2.09M
SLG
2
Stanley-Laman Group
Pennsylvania
$2.03M
BlackRock
3
BlackRock
New York
$120K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$22K
UBS Group
5
UBS Group
Switzerland
$7.14K
IA
6
IFP Advisors
Florida
$6.03K
TRCT
7
Tower Research Capital (TRC)
New York
$2.71K
Wells Fargo
8
Wells Fargo
California
$223
SFFS
9
Stonehage Fleming Financial Services
Jersey
$134
Citigroup
10
Citigroup
New York
$54
Bank of America
11
Bank of America
North Carolina
$23
SS
12
SBI Securities
Japan
$6
AAP
13
Arax Advisory Partners
Colorado
$1
PCMF
14
Private Capital Management (Florida)
Florida
–
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
–
XT
16
XTX Topco
Cayman Islands
–
Morgan Stanley
17
Morgan Stanley
New York
–