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Resideo Technologies
REZI

386 hedge funds and large institutions have $3.28B invested in Resideo Technologies in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

32% more capital invested

Capital invested by funds: $2.48B → $3.28B (+$797M)

17% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 109

4.92% more ownership

Funds ownership: 94.88% → 99.8% (+4.9%)

3% less funds holding

Funds holding: 397 → 386 (-11)

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

Holders
386
Holders Change
-11
Holders Change %
-2.77%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
127
Reduced
109
Closed
52
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
+$132K

Top Buyers

Rank Fund Capital Flow
1
CDR
Clayton Dubilier & Rice
New York
+$110M
2
UBS Group
UBS Group
Switzerland
+$42.2M
3
BlackRock
BlackRock
New York
+$41.6M
4
OAM
Ophir Asset Management
Australia
+$30.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$28.2M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$27.3M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$15.4M
4
AI
Ariel Investments
Illinois
-$13.5M
5
ClearBridge Investments
ClearBridge Investments
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
351
Steward Partners Investment Advisory
New York
$353 -$305 -16 -50%
PP
352
PFS Partners
New Jersey
$353 – – –
SIS
353
Sound Income Strategies
Florida
$353 – – –
DJSG
354
D.J. St. Germain
Massachusetts
$353 +$305 +16 New
FCAS
355
First Command Advisory Services
Texas
$331 – – –
TSMHT
356
Thurston Springer Miller Herd & Titak
Indiana
$286 +$19 +1 +8%
SC
357
Stephens Consulting
Michigan
$262 -$744 -39 -76%
PWA
358
Physician Wealth Advisors
Utah
$243 – – –
PA
359
Pineridge Advisors
Missouri
$243 – – –
ADL
360
Asset Dedication LLC
California
$221 – – –
CFD
361
Creative Financial Designs
Indiana
$221 – – –
CIAM
362
Caitong International Asset Management
Hong Kong
$221 +$191 +10 New
BHWM
363
Bay Harbor Wealth Management
Maryland
$220 +$134 +7 +233%
HIW
364
Holos Integrated Wealth
Pennsylvania
$218 – – –
AWM
365
Abound Wealth Management
Tennessee
$177 – – –
RWM
366
Rialto Wealth Management
New York
$177 +$153 +8 New
OC
367
Oakworth Capital
Alabama
$176 – – –
HIA
368
HFM Investment Advisors
New Jersey
$176 +$95 +5 +167%
HPC
369
HM Payson & Co
Maine
$155 – – –
ME
370
McIlrath & Eck
Washington
$132 – – –
TF
371
Tompkins Financial
New York
$132 – – –
B
372
Birchbrook
Maine
$111 – – –
BA
373
Bellwether Advisors
Nebraska
$110 – – –
MHR
374
Matthew Hamilton Rosenberg
$110 – – –
PWM
375
Parkworth Wealth Management
California
$110 – – –
13 14
15
16 17

REZI Hedge Fund Activity: Q2 2025 in Review

386 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q2 2025, worth a combined $3.28B — up 32% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of REZI and 45 opened new positions — a net loss of 7 holders — while 109 trimmed existing stakes and 127 added.

The largest buyer was Clayton Dubilier & Rice, opening a new position worth an estimated $110M. The largest seller was Boston Partners, cutting an estimated $28.2M.

  • 386 institutional investors held Resideo Technologies (REZI) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $3.28B of Resideo Technologies stock for Q2 2025, up 32% quarter-over-quarter.
  • 45 funds opened new Resideo Technologies positions in Q2 2025 and 52 closed out, a net change of -7 holders.
  • The largest Resideo Technologies buyer in Q2 2025 was Clayton Dubilier & Rice, an estimated $110M added.
  • The largest Resideo Technologies seller in Q2 2025 was Boston Partners, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.