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424 hedge funds and large institutions have $6.59B invested in RH in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 128 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

24% more capital invested

Capital invested by funds: $5.32B → $6.59B (+$1.27B)

9% more funds holding

Funds holding: 389424 (+35)

0.6% more ownership

Funds ownership: 86.26%86.86% (+0.6%)

7% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 137

17% less call options, than puts

Call options by funds: $863M | Put options by funds: $1.04B

Holders
424
Holders Change
+35
Holders Change %
+9%
% of All Funds
5.58%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
94
Increased
128
Reduced
137
Closed
54
Calls
$863M
Puts
$1.04B
Net Calls
-$178M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$2.36K
FWM
402
FSA Wealth Management
Massachusetts
$2.36K
LFG
403
Larson Financial Group
Missouri
$2.36K
BIG
404
Brooklyn Investment Group
New York
$2.36K +$356 +1 +20%
KA
405
Kozak & Associates
Colorado
$2.03K
TFGT
406
TS Financial Group (TSFG)
Illinois
$2K
EBA
407
Eagle Bay Advisors
New York
$1.97K -$356 -1 -17%
DPW
408
DiNuzzo Private Wealth
Pennsylvania
$1.97K
EWA
409
EverSource Wealth Advisors
Alabama
$1.57K -$711 -2 -33%
LSA
410
Leonteq Securities AG
Switzerland
$1.57K +$711 +2 +100%
HCP
411
Hexagon Capital Partners
Arkansas
$1.57K +$1.07K +3 +300%
SIC
412
SJS Investment Consulting
Ohio
$1.18K -$356 -1 -25%
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18K
CAL
414
Capital Advisors Ltd
Ohio
$1K
RTC
415
Riverview Trust Company
Washington
$787
GWM
416
Geneos Wealth Management
Colorado
$787 +$711 +2 New
AssetMark Inc
417
AssetMark Inc
California
$488 +$356 +1 New
HWM
418
HighMark Wealth Management
Minnesota
$394
QC
419
Quent Capital
New York
$394
VWA
420
Valued Wealth Advisors
Utah
$394
GFPC
421
Global Financial Private Client
Florida
$394 +$356 +1 New
KBFS
422
Kohmann Bosshard Financial Services
Ohio
$394 +$356 +1 New
PWM
423
Parkworth Wealth Management
California
$394 +$356 +1 New
HHGA
424
Halbert Hargrove Global Advisors
California
$19
Select Equity Group
425
Select Equity Group
New York
-$48.5M -144,966 Closed