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Rafael Holdings
RFL

41 hedge funds and large institutions have $5.89M invested in Rafael Holdings in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more capital invested

Capital invested by funds: $3.94M → $5.89M (+$1.96M)

11% more funds holding

Funds holding: 37 → 41 (+4)

0.13% more ownership

Funds ownership: 10.1% → 10.22% (+0.13%)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$592K
2
IC
IEQ Capital
California
+$469K
3
FFVM
Founders Fund V Management
California
+$333K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$170K
5
FFVM
Founders Fund VI Management
California
+$76.2K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$87K
2
MAM
Marquette Asset Management
Minnesota
-$81.3K
3
Osaic Holdings
Osaic Holdings
Arizona
-$65.3K
4
BCM
Bridgeway Capital Management
Texas
-$29.5K
5
FM
Family Management
New York
-$16.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
26
Group One Trading
Illinois
$3.74K +$3.93K +2,028 New
NFSG
27
Newbridge Financial Services Group
Florida
$2.81K – – –
PP
28
PFS Partners
New Jersey
$2.71K – – –
SW
29
SVB Wealth
Massachusetts
$2.14K +$2.24K +1,158 New
Bank of America
30
Bank of America
North Carolina
$1.58K +$16 +8 +0.9%
Deutsche Bank
31
Deutsche Bank
Germany
$608 +$205 +106 +47%
JP Morgan Chase
32
JP Morgan Chase
New York
$211 +$124 +64 +125%
CA
33
CoreCap Advisors
Michigan
$151 +$159 +82 New
HI
34
Harbour Investments
Wisconsin
$94 – – –
SPIA
35
Steward Partners Investment Advisory
New York
$59 +$62 +32 New
Citigroup
36
Citigroup
New York
$2 – – –
QC
37
Quent Capital
New York
$2 – – –
Barclays
38
Barclays
United Kingdom
$2 +$2 +1 New
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$2 +$2 +1 New
MAM
40
Marquette Asset Management
Minnesota
– -$81.3K -49,946 Closed
FM
41
Family Management
New York
– -$16.5K -10,140 Closed
OIAM
42
OFI Invest Asset Management
France
– -$3.19K -2,028 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$927 -570 Closed
Simplex Trading
44
Simplex Trading
Illinois
– -$787 -406 Closed
1
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RFL Hedge Fund Activity: Q1 2025 in Review

41 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q1 2025, worth a combined $5.89M — up 50% from $3.94M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RFL positions and 7 closed out — a net gain of 4 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $592K. The largest seller was Renaissance Technologies, cutting an estimated $87K.

  • 41 institutional investors held Rafael Holdings (RFL) as of Q1 2025, up from 37 in Q4 2024.
  • Funds reported $5.89M of Rafael Holdings stock for Q1 2025, up 50% quarter-over-quarter.
  • 11 funds opened new Rafael Holdings positions in Q1 2025 and 7 closed out, a net change of +4 holders.
  • The largest Rafael Holdings buyer in Q1 2025 was Vanguard Group, an estimated $592K added.
  • The largest Rafael Holdings seller in Q1 2025 was Renaissance Technologies, an estimated $87K sold.

Based on aggregated 13F filings for Q1 2025.