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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.55M +$135K +6,176 +1%
BlackRock
2
BlackRock
New York
$9.41M +$144K +6,594 +2%
GI
3
GAMCO Investors
Connecticut
$8.8M -$6.54K -300 -0.1%
Ameriprise
4
Ameriprise
Minnesota
$8.68M +$152K +6,970 +2%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$4.92M -$50.2K -2,304 -1%
GF
6
Gabelli Funds
New York
$4.88M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.25M +$32K +1,467 +0.7%
PFS
8
Prospera Financial Services
Texas
$3.76M +$140K +6,423 +4%
AA
9
Ancora Advisors
Ohio
$2.96M – – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.64M +$1.96K +90 +0.1%
State Street
11
State Street
Massachusetts
$2.34M +$41.4K +1,898 +2%
TA
12
Teton Advisors
New York
$2.02M -$21.8K -1,000 -1%
NSIM
13
North Star Investment Management
Illinois
$1.96M – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.48M -$47K -2,157 -3%
UBS Group
15
UBS Group
Switzerland
$1.43M -$96.2K -4,414 -6%
Northern Trust
16
Northern Trust
Illinois
$1.3M -$121K -5,560 -8%
TTWM
17
TCV Trust & Wealth Management
Virginia
$1.05M -$13.1K -600 -1%
Wells Fargo
18
Wells Fargo
California
$1.04M +$93.7K +4,298 +10%
Renaissance Technologies
19
Renaissance Technologies
New York
$989K -$13.1K -600 -1%
FC
20
FCA Corp
Texas
$894K -$40.1K -1,842 -4%
Morgan Stanley
21
Morgan Stanley
New York
$714K +$75.5K +3,463 +12%
CSP
22
Cary Street Partners
Virginia
$655K -$23K -1,057 -3%
N
23
Nuveen
North Carolina
$571K – – –
BCM
24
Bridgeway Capital Management
Texas
$556K – – –
Charles Schwab
25
Charles Schwab
California
$521K – – –
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.