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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 %
RWM
51
RMG Wealth Management
Wisconsin
$11.1K 1,904 +1,904 New
CIAM
52
Caitong International Asset Management
Hong Kong
$11K 3,720 +916 +33%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$8.2K 2,761 -15,489 -85%
Bank of America
54
Bank of America
North Carolina
$6.13K 2,065 -17,378 -89%
Barclays
55
Barclays
United Kingdom
$5K 1,677 -20,687 -93%
RI
56
Ridgewood Investments
New Jersey
$4.46K 1,500 – –
SSG
57
Summit Securities Group
New York
$4.13K 1,391 +1,391 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$3K 1,088 +794 +270%
Raymond James Financial
59
Raymond James Financial
Florida
$2.03K 682 +682 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.59K 536 -821 -61%
SS
61
SBI Securities
Japan
$1.55K 521 +64 +14%
Citigroup
62
Citigroup
New York
$1.21K 407 -15,024 -97%
GJIA
63
Glass Jacobson Investment Advisors
Maryland
$1.16K 391 – –
AF
64
Allworth Financial
California
$1.05K 355 +355 New
NS
65
NBC Securities
Alabama
$1K 375 – –
IA
66
IFP Advisors
Florida
$915 308 +8 +3%
QT
67
Quantbot Technologies
New York
$446 150 +150 New
PS
68
Principal Securities
Iowa
$321 108 +108 New
EWA
69
EverSource Wealth Advisors
Alabama
$70 24 -58 -71%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$59 20 -55 -73%
Citadel Advisors
71
Citadel Advisors
Florida
– – -323,235 Closed
HT
72
HAP Trading
New York
– – -72,562 Closed
Bank of New York Mellon
73
Bank of New York Mellon
New York
– – -61,374 Closed
Wolverine Trading
74
Wolverine Trading
Illinois
– – -52,200 Closed
AllianceBernstein
75
AllianceBernstein
Tennessee
– – -39,974 Closed
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