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B. Riley Financial
RILY

Overview Fund Activity

72 hedge funds and large institutions have $14.9M invested in B. Riley Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 32 closing their positions.

Holders
72
Holders Change
-12
Holders Change %
-14.29%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
19
Reduced
24
Closed
32
Calls
$4.09M
Puts
$6.63M
Net Calls
-$2.54M
Net Calls Change
+$6.9M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.05M
2
Millennium Management
2
Millennium Management
New York
$722K
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$534K
4
UBS Group
4
UBS Group
Switzerland
$821K
5
Squarepoint
5
Squarepoint
New York
$192K

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.08M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
State Street
3
State Street
Massachusetts
$245K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$538K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.5M 841,651 -135,969 -14%
Charles Schwab
2
Charles Schwab
California
$2.05M 690,887 +273,732 +66%
Group One Trading
3
Group One Trading
Illinois
$1.47M 496,158 +56,463 +13%
BlackRock
4
BlackRock
New York
$1.08M 363,129 -1,115,103 -75%
UBS Group
5
UBS Group
Switzerland
$821K 276,286 +77,638 +39%
Millennium Management
6
Millennium Management
New York
$722K 243,222 +181,407 +293%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$538K 181,218 -278,518 -61%
Federated Hermes
8
Federated Hermes
Pennsylvania
$534K 179,960 +78,847 +78%
DFA
9
Davies Financial Advisors
California
$459K 154,495 – –
Invesco
10
Invesco
Georgia
$413K 139,191 -22,603 -14%
Goldman Sachs
11
Goldman Sachs
New York
$407K 137,014 -45,977 -25%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$341K 114,901 – –
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$291K 98,078 – –
SPWM
14
Straight Path Wealth Management
Michigan
$269K 90,500 -3,000 -3%
State Street
15
State Street
Massachusetts
$245K 82,600 -363,576 -81%
Simplex Trading
16
Simplex Trading
Illinois
$232K 78,287 +3,303 +4%
Squarepoint
17
Squarepoint
New York
$192K 64,789 +64,789 New
XT
18
XTX Topco
Cayman Islands
$186K 62,517 +2,531 +4%
Principal Financial Group
19
Principal Financial Group
Iowa
$165K 55,535 +55,535 New
BRWA
20
B. Riley Wealth Advisors
Florida
$154K 51,765 +51,765 New
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$145K 48,734 +48,734 New
Northern Trust
22
Northern Trust
Illinois
$138K 46,345 -124,824 -73%
HF
23
HRT Financial
New York
$136K 45,818 +45,818 New
MTIM
24
Marathon Trading Investment Management
Pennsylvania
$120K 40,282 +40,282 New
VAS
25
VR Advisory Services
Cayman Islands
$97.8K 52,000 +52,000 New
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