We are live on ! Find out more
RGCO icon

RGC Resources
RGCO

86 hedge funds and large institutions have $85.5M invested in RGC Resources in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% less ownership

Funds ownership: 38.91% → 38.77% (-0.15%)

2% less funds holding

Funds holding: 88 → 86 (-2)

5% less capital invested

Capital invested by funds: $90.2M → $85.5M (-$4.69M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

41% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 37

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$225K
2
Millennium Management
Millennium Management
New York
+$216K
3
Ameriprise
Ameriprise
Minnesota
+$152K
4
BlackRock
BlackRock
New York
+$144K
5
PFS
Prospera Financial Services
Texas
+$140K

Top Sellers

Rank Fund Capital Flow
1
BHBT
Burke & Herbert Bank & Trust
Virginia
-$410K
2
DADC
D.A. Davidson & Co
Montana
-$205K
3
Deutsche Bank
Deutsche Bank
Germany
-$175K
4
Squarepoint
Squarepoint
New York
-$164K
5
Northern Trust
Northern Trust
Illinois
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
Optiver Holding
76
Optiver Holding
Netherlands
$2.47K – – –
Canada Life
77
Canada Life
Manitoba, Canada
$2K -$14.5K -666 -90%
EP
78
Essential Partners
California
$1.62K -$414 -19 -20%
SAM
79
Smartleaf Asset Management
Massachusetts
$1.48K – – –
SS
80
SBI Securities
Japan
$1.09K – – –
EWA
81
EverSource Wealth Advisors
Alabama
$597 -$153 -7 -20%
TWD
82
True Wealth Design
Ohio
$86 – – –
IA
83
IFP Advisors
Florida
$85 -$109 -5 -56%
SS
84
Sunbelt Securities
Texas
$43 – – –
MCM
85
MAI Capital Management
Ohio
$22 +$22 +1 New
RIL
86
Rothschild Investment LLC
Illinois
$21 +$22 +1 New
DADC
87
D.A. Davidson & Co
Montana
– -$205K -9,126 Closed
Deutsche Bank
88
Deutsche Bank
Germany
– -$175K -7,813 Closed
PS
89
Principal Securities
Iowa
– -$16.4K -732 Closed
AAP
90
Arax Advisory Partners
Colorado
– -$7.67K -342 Closed
SIC
91
Salem Investment Counselors
North Carolina
– -$4.29K -191 Closed
FFA
92
Farther Finance Advisors
California
– -$628 -28 Closed
AF
93
Allworth Financial
California
– -$45 -2 Closed
1 2 3
4

RGCO Hedge Fund Activity: Q4 2025 in Review

86 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q4 2025, worth a combined $85.5M — down 5.2% from $90.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RGCO and 6 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 22 added.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $225K. The largest seller was Burke & Herbert Bank & Trust, cutting an estimated $410K.

  • 86 institutional investors held RGC Resources (RGCO) as of Q4 2025, down from 88 in Q3 2025.
  • Funds reported $85.5M of RGC Resources stock for Q4 2025, down 5.2% quarter-over-quarter.
  • 6 funds opened new RGC Resources positions in Q4 2025 and 7 closed out, a net change of -1 holder.
  • The largest RGC Resources buyer in Q4 2025 was Clearstead Advisors, an estimated $225K added.
  • The largest RGC Resources seller in Q4 2025 was Burke & Herbert Bank & Trust, an estimated $410K sold.

Based on aggregated 13F filings for Q4 2025.