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B. Riley Financial
RILY

Overview Fund Activity

73 hedge funds and large institutions have $15.5M invested in B. Riley Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-11
Holders Change %
-13.1%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
20
Reduced
24
Closed
32
Calls
$5.2M
Puts
$7.83M
Net Calls
-$2.64M
Net Calls Change
+$6.8M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$813K
2
Millennium Management
Millennium Management
New York
+$539K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$451K
4
Federated Hermes
Federated Hermes
Pennsylvania
+$234K
5
UBS Group
UBS Group
Switzerland
+$231K

Top Sellers

1
BlackRock
BlackRock
New York
-$3.31M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.25M
3
State Street
State Street
Massachusetts
-$1.08M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$828K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
51
Walleye Capital
New York
$11.3K +$11.3K +3,788 New
RWM
52
RMG Wealth Management
Wisconsin
$11.1K +$11.1K +1,904 New
CIAM
53
Caitong International Asset Management
Hong Kong
$11K +$2.72K +916 +33%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$8.2K -$46K -15,489 -85%
Bank of America
55
Bank of America
North Carolina
$6.13K -$51.6K -17,378 -89%
Barclays
56
Barclays
United Kingdom
$5K -$61.7K -20,687 -93%
RI
57
Ridgewood Investments
New Jersey
$4.46K – – –
SSG
58
Summit Securities Group
New York
$4.13K +$4.13K +1,391 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.19K +794 +270%
Raymond James Financial
60
Raymond James Financial
Florida
$2.03K +$2.03K +682 New
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$1.59K -$2.44K -821 -61%
SS
62
SBI Securities
Japan
$1.55K +$190 +64 +14%
Citigroup
63
Citigroup
New York
$1.21K -$44.6K -15,024 -97%
GJIA
64
Glass Jacobson Investment Advisors
Maryland
$1.16K – – –
AF
65
Allworth Financial
California
$1.05K +$1.05K +355 New
NS
66
NBC Securities
Alabama
$1K – – –
IA
67
IFP Advisors
Florida
$915 +$24 +8 +3%
QT
68
Quantbot Technologies
New York
$446 +$446 +150 New
PS
69
Principal Securities
Iowa
$321 +$321 +108 New
EWA
70
EverSource Wealth Advisors
Alabama
$70 -$169 -58 -71%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$59 -$162 -55 -73%
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.25M -323,235 Closed
HT
73
HAP Trading
New York
– -$281K -72,562 Closed
Bank of New York Mellon
74
Bank of New York Mellon
New York
– -$238K -61,374 Closed
Wolverine Trading
75
Wolverine Trading
Illinois
– -$209K -52,200 Closed
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