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Rafael Holdings

49 hedge funds and large institutions have $6.4M invested in Rafael Holdings in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

20% more funds holding

Funds holding: 4149 (+8)

9% more capital invested

Capital invested by funds: $5.89M → $6.4M (+$503K)

0.55% more ownership

Funds ownership: 10.22%10.78% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
13
Reduced
16
Closed
7
Calls
$239K
Puts
Net Calls
+$239K
Net Calls Change
+$239K
Name Holding Trade Value Shares
Change
Change in
Stake
CWL
26
Causey Wealth LLC
Colorado
$21.7K +$20.5K +12,562 New
WSCM
27
Wellington Shields Capital Management
New York
$19K +$17.9K +11,000 New
TSS
28
Two Sigma Securities
New York
$17.8K +$16.8K +10,291 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$17.4K +$16.4K +10,036 New
Citigroup
30
Citigroup
New York
$7.57K +$7.12K +4,373 +437,300%
OIA
31
Optimum Investment Advisors
Illinois
$6.92K -$91 -56 -1%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$6.01K +$5.9K +3,619 New
UBS Group
33
UBS Group
Switzerland
$4.39K -$59 -36 -1%
Bank of America
34
Bank of America
North Carolina
$2.66K +$1.11K +680 +79%
NFSG
35
Newbridge Financial Services Group
Florida
$2.6K -$34 -21 -1%
PP
36
PFS Partners
New Jersey
$2.51K -$33 -20 -1%
Group One Trading
37
Group One Trading
Illinois
$1.98K -$1.44K -883 -44%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$1.21K +$1.15K +705 New
Raymond James Financial
39
Raymond James Financial
Florida
$779 +$733 +450 New
Deutsche Bank
40
Deutsche Bank
Germany
$562 -$8 -5 -2%
JP Morgan Chase
41
JP Morgan Chase
New York
$287 +$83 +51 +44%
CA
42
CoreCap Advisors
Michigan
$142
HI
43
Harbour Investments
Wisconsin
$87 -$2 -1 -2%
SPIA
44
Steward Partners Investment Advisory
New York
$55
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$10 +$8 +5 +500%
Barclays
46
Barclays
United Kingdom
$2
PLC
47
Peapod Lane Capital
New York
-$629K -341,103 Closed
BCM
48
Bridgeway Capital Management
Texas
-$68.5K -37,169 Closed
Two Sigma Investments
49
Two Sigma Investments
New York
-$43.2K -23,436 Closed
Goldman Sachs
50
Goldman Sachs
New York
-$25.4K -13,765 Closed

RFL Hedge Fund Activity: Q2 2025 in Review

49 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q2 2025, worth a combined $6.4M — up 8.5% from $5.89M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RFL positions and 7 closed out — a net gain of 8 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $398K. The largest seller was Peapod Lane Capital, exiting entirely with an estimated $629K sold.

  • 49 institutional investors held Rafael Holdings (RFL) as of Q2 2025, up from 41 in Q1 2025.
  • Funds reported $6.4M of Rafael Holdings stock for Q2 2025, up 8.5% quarter-over-quarter.
  • 15 funds opened new Rafael Holdings positions in Q2 2025 and 7 closed out, a net change of +8 holders.
  • The largest Rafael Holdings buyer in Q2 2025 was Vanguard Group, an estimated $398K added.
  • The largest Rafael Holdings seller in Q2 2025 was Peapod Lane Capital, an estimated $629K sold.

Based on aggregated 13F filings for Q2 2025.