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RGC Resources

88 hedge funds and large institutions have $90.2M invested in RGC Resources in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

7% more funds holding

Funds holding: 8288 (+6)

2% more capital invested

Capital invested by funds: $88.3M → $90.2M (+$1.81M)

0.63% more ownership

Funds ownership: 38.28%38.91% (+0.63%)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$548K
Cerity Partners
27
Cerity Partners
New York
$490K +$8.81K +402 +2%
Citadel Advisors
28
Citadel Advisors
Florida
$437K +$117K +5,353 +38%
Squarepoint
29
Squarepoint
New York
$435K +$217K +9,887 +104%
MAM
30
Martingale Asset Management
Massachusetts
$384K +$375K +17,122 New
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$362K +$2.41K +110 +0.7%
BAM
32
Belpointe Asset Management
Nevada
$338K +$1.6K +73 +0.5%
Boston Partners
33
Boston Partners
Massachusetts
$325K -$47.5K -2,168 -13%
FIM
34
Fruth Investment Management
Texas
$309K
HAI
35
Hennessy Advisors Inc
California
$302K -$48.2K -2,200 -14%
Goldman Sachs
36
Goldman Sachs
New York
$300K +$293K +13,355 New
JP Morgan Chase
37
JP Morgan Chase
New York
$284K +$54.8K +2,502 +25%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$283K -$1.1K -50 -0.4%
B
39
Bailard
California
$283K +$276K +12,600 New
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$282K +$275K +12,554 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$277K +$6.6K +301 +3%
AQR Capital Management
42
AQR Capital Management
Connecticut
$274K +$267K +12,191 New
Barclays
43
Barclays
United Kingdom
$262K -$55.8K -2,544 -18%
GCP
44
GSA Capital Partners
United Kingdom
$252K -$1.07K -49 -0.4%
Creative Planning
45
Creative Planning
Kansas
$238K +$1.45K +66 +0.6%
Jane Street
46
Jane Street
New York
$235K +$229K +10,458 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$216K -$7.25K -331 -3%
DADC
48
D.A. Davidson & Co
Montana
$205K +$200K +9,126 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$190K -$2.28K -104 -1%
Deutsche Bank
50
Deutsche Bank
Germany
$175K

RGCO Hedge Fund Activity: Q3 2025 in Review

88 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q3 2025, worth a combined $90.2M — up 2% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RGCO positions and 6 closed out — a net gain of 6 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $962K. The largest seller was Ancora Advisors, cutting an estimated $621K.

  • 88 institutional investors held RGC Resources (RGCO) as of Q3 2025, up from 82 in Q2 2025.
  • Funds reported $90.2M of RGC Resources stock for Q3 2025, up 2% quarter-over-quarter.
  • 12 funds opened new RGC Resources positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest RGC Resources buyer in Q3 2025 was Russell Investments Group, an estimated $962K added.
  • The largest RGC Resources seller in Q3 2025 was Ancora Advisors, an estimated $621K sold.

Based on aggregated 13F filings for Q3 2025.