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Robert Half

412 hedge funds and large institutions have $3.05B invested in Robert Half in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 176 increasing their positions, 138 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $3.59B → $3.05B (-$546M)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

73% less call options, than puts

Call options by funds: $7.92M | Put options by funds: $29.4M

Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.92M
Puts
$29.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
351
SageView Advisory Group
California
$5.16K
CA
352
Clearstead Advisors
Ohio
$5.03K
ST
353
Smithfield Trust
Pennsylvania
$5K
BWAM
354
Boyd Watterson Asset Management
Ohio
$4.75K
DWM
355
Dogwood Wealth Management
Kansas
$4.73K
BFS
356
Bare Financial Services
Pennsylvania
$4.73K
PWMG
357
Private Wealth Management Group
New Jersey
$4.67K
BIA
358
Bell Investment Advisors
California
$4.62K
PWA
359
Physician Wealth Advisors
Utah
$4.35K
HFM
360
Hartford Financial Management
Connecticut
$4.24K
SS
361
SBI Securities
Japan
$3.8K
AA
362
Addison Advisors
Vermont
$3.69K
CFM
363
Cornerstone Financial Management
Massachusetts
$3.61K
CT
364
Clearstead Trust
Maine
$3.21K
HIW
365
Holos Integrated Wealth
Pennsylvania
$3.14K
RFP
366
Root Financial Partners
California
$3.12K
AW
367
Avion Wealth
Texas
$3K
SS
368
Sunbelt Securities
Texas
$2.76K
CPG
369
Cornerstone Planning Group
New Jersey
$2.76K
BGAI
370
Bruce G. Allen Investments
Colorado
$2.61K
PWMG
371
Prestige Wealth Management Group
New Jersey
$2.53K
S
372
Sachetta
Massachusetts
$2.2K
PB
373
Pinnacle Bancorp
Nebraska
$2.09K
BWL
374
Bogart Wealth LLC
Virginia
$2.04K
FHC
375
First Horizon Corporation
Tennessee
$2.01K