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RGC Resources

81 hedge funds and large institutions have $81.9M invested in RGC Resources in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

14% more funds holding

Funds holding: 7181 (+10)

6% more capital invested

Capital invested by funds: $77.5M → $81.9M (+$4.36M)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0.43% more ownership

Funds ownership: 37.66%38.09% (+0.43%)

19% less call options, than puts

Call options by funds: $73K | Put options by funds: $90K

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
26
Closed
1
Calls
$73K
Puts
$90K
Net Calls
-$17K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.53M +$216K +10,492 +2%
BlackRock
2
BlackRock
New York
$9.07M -$41.5K -2,015 -0.5%
GI
3
GAMCO Investors
Connecticut
$8.66M +$194K +9,400 +2%
Ameriprise
4
Ameriprise
Minnesota
$8.37M +$287K +13,935 +4%
GF
5
Gabelli Funds
New York
$4.78M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.11M +$45.6K +2,212 +1%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$4.06M +$303K +14,724 +8%
AA
8
Ancora Advisors
Ohio
$3.44M -$52.1K -2,532 -2%
CCB
9
Cutter & Co Brokerage
Missouri
$3.09M +$224K +10,857 +8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.53M +$13.2K +642 +0.5%
State Street
11
State Street
Massachusetts
$2.22M +$22.7K +1,100 +1%
TA
12
Teton Advisors
New York
$1.99M
NSIM
13
North Star Investment Management
Illinois
$1.92M
UBS Group
14
UBS Group
Switzerland
$1.66M -$134K -6,526 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.49M -$19K -925 -1%
Northern Trust
16
Northern Trust
Illinois
$1.47M -$44K -2,136 -3%
TTWM
17
TCV Trust & Wealth Management
Virginia
$1.05M
Renaissance Technologies
18
Renaissance Technologies
New York
$954K +$14.4K +700 +2%
FC
19
FCA Corp
Texas
$896K -$10.2K -493 -1%
BHBT
20
Burke & Herbert Bank & Trust
Virginia
$814K -$20.6K -1,000 -2%
Morgan Stanley
21
Morgan Stanley
New York
$702K -$184K -8,937 -21%
CSP
22
Cary Street Partners
Virginia
$699K +$4.12K +200 +0.6%
N
23
Nuveen
North Carolina
$560K +$12.8K +620 +2%
BCM
24
Bridgeway Capital Management
Texas
$545K +$16.5K +800 +3%
Charles Schwab
25
Charles Schwab
California
$493K +$268 +13 +0.1%

RGCO Hedge Fund Activity: Q1 2025 in Review

81 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q1 2025, worth a combined $81.9M — up 5.6% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RGCO positions and 1 closed out — a net gain of 10 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $303K. The largest seller was JP Morgan Chase, cutting an estimated $271K.

  • 81 institutional investors held RGC Resources (RGCO) as of Q1 2025, up from 71 in Q4 2024.
  • Funds reported $81.9M of RGC Resources stock for Q1 2025, up 5.6% quarter-over-quarter.
  • 11 funds opened new RGC Resources positions in Q1 2025 and 1 closed out, a net change of +10 holders.
  • The largest RGC Resources buyer in Q1 2025 was Russell Investments Group, an estimated $303K added.
  • The largest RGC Resources seller in Q1 2025 was JP Morgan Chase, an estimated $271K sold.

Based on aggregated 13F filings for Q1 2025.