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Rafael Holdings

43 hedge funds and large institutions have $4.39M invested in Rafael Holdings in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

0% more funds holding

Funds holding: 4343 (0)

0.89% less ownership

Funds ownership: 7.74%6.85% (-0.89%)

6% less capital invested

Capital invested by funds: $4.66M → $4.39M (-$273K)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
7
Reduced
13
Closed
4
Calls
$176K
Puts
Net Calls
+$176K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$1.57M +$1.6M +1,259,911 New
Geode Capital Management
2
Geode Capital Management
Massachusetts
$553K -$4.4K -3,462 -0.8%
BlackRock
3
BlackRock
New York
$457K +$48.3K +38,022 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$349K +$516 +406 +0.1%
VFT
5
Vanguard Fiduciary Trust
Pennsylvania
$256K +$260K +204,955 New
IC
6
IEQ Capital
California
$237K -$283K -222,873 -54%
Wells Fargo
7
Wells Fargo
California
$129K -$1.45K -1,139 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$111K +$42.1K +33,111 +59%
Northern Trust
9
Northern Trust
Illinois
$105K
State Street
10
State Street
Massachusetts
$77.7K
KBG
11
Kahn Brothers Group
New York
$73.2K -$875 -689 -1%
LPL Financial
12
LPL Financial
California
$70.5K -$1.27K -1,000 -2%
Jane Street
13
Jane Street
New York
$56.3K -$26.6K -20,975 -32%
Cerity Partners
14
Cerity Partners
New York
$55.9K -$20 -16 -0%
AP
15
Americana Partners
Texas
$54.7K
XT
16
XTX Topco
Cayman Islands
$38.4K +$2.73K +2,150 +8%
WSCM
17
Wellington Shields Capital Management
New York
$32.5K +$16K +12,592 +94%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$29.1K +$29.6K +23,278 New
Osaic Holdings
19
Osaic Holdings
Arizona
$26.3K +$25.4K +19,976 +1,843%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$22.7K -$10K -7,880 -30%
VF
21
Virtu Financial
New York
$17K +$964 +759 +6%
Citadel Advisors
22
Citadel Advisors
Florida
$13.2K -$39.1K -30,822 -74%
Morgan Stanley
23
Morgan Stanley
New York
$12.3K
HF
24
HRT Financial
New York
$12K -$22.9K -18,004 -64%
VGA
25
Vanguard Global Advisers
Pennsylvania
$9.7K +$9.86K +7,763 New

RFL Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q1 2026, worth a combined $4.39M — down 5.9% from $4.66M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RFL positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $48.3K. The largest seller was IEQ Capital, cutting an estimated $283K.

  • 43 institutional investors held Rafael Holdings (RFL) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $4.39M of Rafael Holdings stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 7 funds opened new Rafael Holdings positions in Q1 2026 and 4 closed out, a net change of +3 holders.
  • The largest Rafael Holdings buyer in Q1 2026 was BlackRock, an estimated $48.3K added.
  • The largest Rafael Holdings seller in Q1 2026 was IEQ Capital, an estimated $283K sold.

Based on aggregated 13F filings for Q1 2026.