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Rafael Holdings

50 hedge funds and large institutions have $5.48M invested in Rafael Holdings in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4950 (+1)

0.97% more ownership

Funds ownership: 10.78%11.75% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less capital invested

Capital invested by funds: $6.4M → $5.48M (-$918K)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
17
Reduced
9
Closed
6
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
CWL
26
Causey Wealth LLC
Colorado
$17.1K
JP Morgan Chase
27
JP Morgan Chase
New York
$15.1K +$18.4K +10,927 +6,583%
Morgan Stanley
28
Morgan Stanley
New York
$13.7K -$10K -5,963 -37%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$8.89K +$4.91K +2,919 +81%
Bank of America
30
Bank of America
North Carolina
$8.39K +$7.79K +4,629 +301%
OIA
31
Optimum Investment Advisors
Illinois
$5.44K
UBS Group
32
UBS Group
Switzerland
$3.45K
Barclays
33
Barclays
United Kingdom
$2.18K +$2.69K +1,601 +160,100%
NFSG
34
Newbridge Financial Services Group
Florida
$2.04K
PP
35
PFS Partners
New Jersey
$1.97K
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$959
Deutsche Bank
37
Deutsche Bank
Germany
$442
ACA
38
American Capital Advisory
Idaho
$132 +$163 +97 New
CA
39
CoreCap Advisors
Michigan
$112
Fidelity Investments
40
Fidelity Investments
Massachusetts
$97 +$119 +71 New
HI
41
Harbour Investments
Wisconsin
$68
SPIA
42
Steward Partners Investment Advisory
New York
$44
ASN
43
Advisory Services Network
Georgia
$33 +$40 +24 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$8
Citigroup
45
Citigroup
New York
$1 -$7.36K -4,373 -100%
CCC
46
Cable Car Capital
California
-$173K -100,000 Closed
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
-$51K -29,321 Closed
Marshall Wace
48
Marshall Wace
United Kingdom
-$49.7K -28,700 Closed
Simplex Trading
49
Simplex Trading
Illinois
-$31.5K -18,708 -100%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
-$17.4K -10,036 Closed

RFL Hedge Fund Activity: Q3 2025 in Review

50 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q3 2025, worth a combined $5.48M — down 14% from $6.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RFL positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 9 trimmed.

The largest buyer was IEQ Capital, adding an estimated $335K. The largest seller was Cable Car Capital, exiting entirely with an estimated $173K sold.

  • 50 institutional investors held Rafael Holdings (RFL) as of Q3 2025, up from 49 in Q2 2025.
  • Funds reported $5.48M of Rafael Holdings stock for Q3 2025, down 14% quarter-over-quarter.
  • 7 funds opened new Rafael Holdings positions in Q3 2025 and 6 closed out, a net change of +1 holder.
  • The largest Rafael Holdings buyer in Q3 2025 was IEQ Capital, an estimated $335K added.
  • The largest Rafael Holdings seller in Q3 2025 was Cable Car Capital, an estimated $173K sold.

Based on aggregated 13F filings for Q3 2025.