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B. Riley Financial
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Overview Fund Activity

84 hedge funds and large institutions have $26.7M invested in B. Riley Financial in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
35
Reduced
24
Closed
13
Calls
$7.23M
Puts
$16.7M
Net Calls
-$9.44M
Net Calls Change
+$7.81M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.25M
2
Charles Schwab
2
Charles Schwab
California
$1.61M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$445K
4
HT
4
HAP Trading
New York
$281K
5
XT
5
XTX Topco
Cayman Islands
$232K

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$708K
3
MASUI
3
MIRAE ASSET SECURITIES (USA) INC.
New York
$0
4
Group One Trading
4
Group One Trading
Illinois
$1.7M
5
Millennium Management
5
Millennium Management
New York
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$5.72M 1,478,232 -66,767 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.78M 977,620 -14,549 -1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.78M 459,736 +23,570 +5%
State Street
4
State Street
Massachusetts
$1.73M 446,176 -3,180 -0.7%
Group One Trading
5
Group One Trading
Illinois
$1.7M 439,695 -203,500 -32%
Charles Schwab
6
Charles Schwab
California
$1.61M 417,155 +219,114 +111%
Citadel Advisors
7
Citadel Advisors
Florida
$1.25M 323,235 +323,148 +371,434%
UBS Group
8
UBS Group
Switzerland
$769K 198,648 +50,111 +34%
Goldman Sachs
9
Goldman Sachs
New York
$708K 182,991 -280,925 -61%
Northern Trust
10
Northern Trust
Illinois
$662K 171,169 -431 -0.3%
Invesco
11
Invesco
Georgia
$626K 161,794 +7,160 +5%
DFA
12
Davies Financial Advisors
California
$598K 154,495 – –
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$445K 114,901 +114,900 +11,490,000%
Federated Hermes
14
Federated Hermes
Pennsylvania
$391K 101,113 +47,187 +88%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$380K 98,078 -486 -0.5%
SPWM
16
Straight Path Wealth Management
Michigan
$362K 93,500 +10,200 +12%
Simplex Trading
17
Simplex Trading
Illinois
$290K 74,984 +7,509 +11%
HT
18
HAP Trading
New York
$281K 72,562 +72,562 New
Millennium Management
19
Millennium Management
New York
$239K 61,815 -135,651 -69%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$238K 61,374 +4,267 +7%
XT
21
XTX Topco
Cayman Islands
$232K 59,986 +59,986 New
Wolverine Trading
22
Wolverine Trading
Illinois
$209K 52,200 +27,383 +110%
Two Sigma Investments
23
Two Sigma Investments
New York
$200K 51,570 +2,350 +5%
Morgan Stanley
24
Morgan Stanley
New York
$168K 43,458 -56,811 -57%
AllianceBernstein
25
AllianceBernstein
Tennessee
$155K 39,974 – –
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