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RFMZ

RiverNorth Flexible Municipal Income Fund II

55 hedge funds and large institutions have $83M invested in RiverNorth Flexible Municipal Income Fund II in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 5355 (+2)

2% more capital invested

Capital invested by funds: $81M → $83M (+$2M)

0.19% less ownership

Funds ownership: 26.31%26.11% (-0.19%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$11.1M +$94.3K +7,406 +0.9%
UBS Group
2
UBS Group
Switzerland
$9.03M -$1.22M -95,504 -12%
Stifel Financial
3
Stifel Financial
Missouri
$7.41M -$1.9M -149,283 -21%
Wells Fargo
4
Wells Fargo
California
$5.45M +$403K +31,645 +8%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$5.16M +$782K +61,403 +18%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$3.92M -$32.5K -2,556 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.84M +$126K +9,929 +3%
AIA
8
Absolute Investment Advisers
Florida
$3.66M -$709K -55,710 -17%
KIM
9
Karpus Investment Management
New York
$3.55M -$79.4K -6,241 -2%
AW
10
Atlas Wealth
Ohio
$3.49M +$334K +26,209 +11%
Morgan Stanley
11
Morgan Stanley
New York
$3.36M +$365K +28,705 +13%
OC
12
Oppenheimer & Co
New York
$2.53M +$337K +26,448 +16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.34M +$137K +10,778 +6%
RCM
14
Robinson Capital Management
Michigan
$2.21M -$1.38M -108,802 -39%
GWP
15
Gateway Wealth Partners
Wisconsin
$1.91M +$1.86M +146,283 New
RP
16
Riverbridge Partners
Minnesota
$1.49M +$33.7K +2,645 +2%
QL
17
Quarry LP
New York
$1.43M -$249K -19,588 -15%
WS
18
Wedbush Securities
California
$1.16M +$4.47K +351 +0.4%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$869K +$127K +10,000 +18%
MC
20
Matisse Capital
Oregon
$642K
PAG
21
Private Advisor Group
New Jersey
$608K -$27K -2,122 -4%
CIA
22
Concurrent Investment Advisors
Florida
$594K +$41.7K +3,275 +8%
NWMP
23
Noble Wealth Management PBC
Colorado
$518K +$505K +39,700 New
Raymond James Financial
24
Raymond James Financial
Florida
$451K +$191K +15,000 +77%
MC
25
Mathes Company
New York
$444K

RFMZ Hedge Fund Activity: Q3 2025 in Review

55 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Flexible Municipal Income Fund II (RFMZ) for Q3 2025, worth a combined $83M — up 2.5% from $81M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RFMZ positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Gateway Wealth Partners, opening a new position worth an estimated $1.86M. The largest seller was Stifel Financial, cutting an estimated $1.9M.

  • 55 institutional investors held RiverNorth Flexible Municipal Income Fund II (RFMZ) as of Q3 2025, up from 53 in Q2 2025.
  • Funds reported $83M of RiverNorth Flexible Municipal Income Fund II stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 8 funds opened new RiverNorth Flexible Municipal Income Fund II positions in Q3 2025 and 6 closed out, a net change of +2 holders.
  • The largest RiverNorth Flexible Municipal Income Fund II buyer in Q3 2025 was Gateway Wealth Partners, an estimated $1.86M added.
  • The largest RiverNorth Flexible Municipal Income Fund II seller in Q3 2025 was Stifel Financial, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2025.