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Rafael Holdings
RFL

43 hedge funds and large institutions have $4.66M invested in Rafael Holdings in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less ownership

Funds ownership: 11.75% → 7.74% (-4%)

14% less funds holding

Funds holding: 50 → 43 (-7)

15% less capital invested

Capital invested by funds: $5.48M → $4.66M (-$819K)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$128K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$117K
3
VF
Virtu Financial
New York
+$16.6K
4
TRCT
Tower Research Capital (TRC)
New York
+$12.3K
5
BlackRock
BlackRock
New York
+$6.83K

Top Sellers

Rank Fund Capital Flow
1
KBG
Kahn Brothers Group
New York
-$129K
2
Citadel Advisors
Citadel Advisors
Florida
-$40.4K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$39.8K
4
Renaissance Technologies
Renaissance Technologies
New York
-$26.4K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$25.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$7.71K – – –
UBS Group
27
UBS Group
Switzerland
$4.64K +$1.81K +1,400 +55%
AIS
28
Advocate Investing Services
Maryland
$2.18K +$2.4K +1,849 New
NFSG
29
Newbridge Financial Services Group
Florida
$1.77K – – –
PP
30
PFS Partners
New Jersey
$1.71K – – –
Bank of America
31
Bank of America
North Carolina
$1.39K -$6.47K -4,991 -81%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.28K -$19.4K -15,000 -93%
Deutsche Bank
33
Deutsche Bank
Germany
$384 – – –
ACA
34
American Capital Advisory
Idaho
$115 – – –
CA
35
CoreCap Advisors
Michigan
$97 – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$73 -$14.3K -11,031 -99%
HI
37
Harbour Investments
Wisconsin
$59 – – –
SPIA
38
Steward Partners Investment Advisory
New York
$38 – – –
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$7 – – –
Citigroup
40
Citigroup
New York
$1 – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$39.8K -29,251 Closed
TSS
42
Two Sigma Securities
New York
– -$23.6K -17,335 Closed
CWL
43
Causey Wealth LLC
Colorado
– -$17.1K -12,562 Closed
Barclays
44
Barclays
United Kingdom
– -$2.18K -1,602 Closed
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
– -$959 -705 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– -$97 -71 Closed
ASN
47
Advisory Services Network
Georgia
– -$33 -24 Closed
FIA
48
FNY Investment Advisers
New York
– +$13 +10 +10%
1
2

RFL Hedge Fund Activity: Q4 2025 in Review

43 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q4 2025, worth a combined $4.66M — down 15% from $5.48M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RFL and 3 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $128K. The largest seller was Kahn Brothers Group, cutting an estimated $129K.

  • 43 institutional investors held Rafael Holdings (RFL) as of Q4 2025, down from 50 in Q3 2025.
  • Funds reported $4.66M of Rafael Holdings stock for Q4 2025, down 15% quarter-over-quarter.
  • 3 funds opened new Rafael Holdings positions in Q4 2025 and 9 closed out, a net change of -6 holders.
  • The largest Rafael Holdings buyer in Q4 2025 was Vanguard Group, an estimated $128K added.
  • The largest Rafael Holdings seller in Q4 2025 was Kahn Brothers Group, an estimated $129K sold.

Based on aggregated 13F filings for Q4 2025.