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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

25% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $3.12B → $3.3B (+$182M)

1.29% less ownership

Funds ownership: 87.93%86.63% (-1.3%)

3% less funds holding

Funds holding: 417403 (-14)

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
-14
Holders Change %
-3.36%
% of All Funds
5.29%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
65
Increased
145
Reduced
116
Closed
76
Calls
$629M
Puts
$787M
Net Calls
-$158M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$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 +$652 +3 New
TIM
381
Tortoise Investment Management
New York
$813 +$434 +2 +100%
TFA
382
Transamerica Financial Advisors
Florida
$813 +$869 +4 New
AssetMark Inc
383
AssetMark Inc
California
$658 +$217 +1 +50%
SC
384
SouthState Corp
Florida
$610
SIC
385
SJS Investment Consulting
Ohio
$610 +$434 +2 +200%
CA
386
CoreCap Advisors
Michigan
$609 -$652 -3 -50%
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 +$434 +2 New
DPW
391
DiNuzzo Private Wealth
Pennsylvania
$226 -$217 -1 -50%
TFM
392
TFC Financial Management
Massachusetts
$204 -$434 -2 -67%
MCM
393
MV Capital Management
Maryland
$204 -$217 -1 -50%
RWM
394
Rialto Wealth Management
New York
$204
VWA
395
Valued Wealth Advisors
Utah
$204
BHWM
396
Bay Harbor Wealth Management
Maryland
$203
GWSG
397
GPS Wealth Strategies Group
Colorado
$203
HIA
398
HFM Investment Advisors
New Jersey
$203
HWM
399
HighMark Wealth Management
Minnesota
$203
HI
400
Horizon Investments
North Carolina
$203 +$217 +1 New