403 hedge funds and large institutions have $3.3B invested in RH in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 145 increasing their positions, 116 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 76

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $629M | Put options by funds: $787M

Holders
403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$629M
Puts
$787M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
376
FSA Wealth Management
Massachusetts
$1.22K
PWA
377
Physician Wealth Advisors
Utah
$1.02K
AW
378
Avion Wealth
Texas
$1K
TFGT
379
TS Financial Group (TSFG)
Illinois
$1K
T. Rowe Price Investment Management
380
T. Rowe Price Investment Management
Maryland
$1K
TIM
381
Tortoise Investment Management
New York
$813
TFA
382
Transamerica Financial Advisors
Florida
$813
AssetMark Inc
383
AssetMark Inc
California
$658
SC
384
SouthState Corp
Florida
$610
SIC
385
SJS Investment Consulting
Ohio
$610
CA
386
CoreCap Advisors
Michigan
$609
BWL
387
Bogart Wealth LLC
Virginia
$609
HFS
388
Hughes Financial Services
Virginia
$473
CH
389
Cromwell Holdings
Wyoming
$407
CA
390
Crewe Advisors
Utah
$407
DPW
391
DiNuzzo Private Wealth
Pennsylvania
$226
TFM
392
TFC Financial Management
Massachusetts
$204
MCM
393
MV Capital Management
Maryland
$204
RWM
394
Rialto Wealth Management
New York
$204
VWA
395
Valued Wealth Advisors
Utah
$204
GWSG
396
GPS Wealth Strategies Group
Colorado
$203
BHWM
397
Bay Harbor Wealth Management
Maryland
$203
HWM
398
HighMark Wealth Management
Minnesota
$203
HIA
399
HFM Investment Advisors
New Jersey
$203
HI
400
Horizon Investments
North Carolina
$203