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Robert Half

431 hedge funds and large institutions have $3.59B invested in Robert Half in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less capital invested

Capital invested by funds: $4.32B → $3.59B (-$730M)

40% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $27.4M

Holders
431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.3M
Puts
$27.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
401
Blue Trust Inc
Georgia
$1.05K
PWMG
402
Prestige Wealth Management Group
New Jersey
$1.02K
BIA
403
Bell Investment Advisors
California
$1.02K
BWL
404
Bogart Wealth LLC
Virginia
$985
SWM
405
Spire Wealth Management
Virginia
$917
CSB
406
City State Bank
Iowa
$850
FFO
407
Fortitude Family Office
Arizona
$714
GA
408
Guerra Advisors
Florida
$680
RS
409
Rakuten Securities
Japan
$646
HWA
410
Heartwood Wealth Advisors
Virginia
$578
TFA
411
Transamerica Financial Advisors
Florida
$510
Federated Hermes
412
Federated Hermes
Pennsylvania
$476
RWM
413
Rialto Wealth Management
New York
$476
HFS
414
Hughes Financial Services
Virginia
$414
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$340
CH
416
Cromwell Holdings
Wyoming
$340
DPW
417
DiNuzzo Private Wealth
Pennsylvania
$299
BI
418
Binnacle Investments
Iowa
$272
JWA
419
JFS Wealth Advisors
Pennsylvania
$204
VWA
420
Valued Wealth Advisors
Utah
$183
AWM
421
Abound Wealth Management
Tennessee
$170
NMG
422
New Millennium Group
Utah
$170
BHWM
423
Bay Harbor Wealth Management
Maryland
$135
HIA
424
HFM Investment Advisors
New Jersey
$102
RJA
425
Ross\Johnson & Associates
Minnesota
$102