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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
$2.05M
2
Millennium Management
Millennium Management
New York
$722K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$536K
4
Federated Hermes
Federated Hermes
Pennsylvania
$534K
5
UBS Group
UBS Group
Switzerland
$821K

Top Sellers

1
BlackRock
BlackRock
New York
$1.08M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
State Street
State Street
Massachusetts
$245K
4
Geode Capital Management
Geode Capital Management
Massachusetts
$538K
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.5M -$404K -135,969 -14%
Charles Schwab
2
Charles Schwab
California
$2.05M +$813K +273,732 +66%
Group One Trading
3
Group One Trading
Illinois
$1.47M +$168K +56,463 +13%
BlackRock
4
BlackRock
New York
$1.08M -$3.31M -1,115,103 -75%
UBS Group
5
UBS Group
Switzerland
$821K +$231K +77,638 +39%
Millennium Management
6
Millennium Management
New York
$722K +$539K +181,407 +293%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$538K -$828K -278,518 -61%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$536K +$451K +151,986 +536%
Federated Hermes
9
Federated Hermes
Pennsylvania
$534K +$234K +78,847 +78%
DFA
10
Davies Financial Advisors
California
$459K – – –
Invesco
11
Invesco
Georgia
$413K -$67.1K -22,603 -14%
Goldman Sachs
12
Goldman Sachs
New York
$407K -$137K -45,977 -25%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$341K – – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$291K – – –
SPWM
15
Straight Path Wealth Management
Michigan
$269K -$8.91K -3,000 -3%
State Street
16
State Street
Massachusetts
$245K -$1.08M -363,576 -81%
Simplex Trading
17
Simplex Trading
Illinois
$232K +$9.79K +3,303 +4%
Squarepoint
18
Squarepoint
New York
$192K +$192K +64,789 New
XT
19
XTX Topco
Cayman Islands
$186K +$7.52K +2,531 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$165K +$165K +55,535 New
BRWA
21
B. Riley Wealth Advisors
Florida
$154K +$154K +51,765 New
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$145K +$145K +48,734 New
Northern Trust
23
Northern Trust
Illinois
$138K -$371K -124,824 -73%
HF
24
HRT Financial
New York
$136K +$136K +45,818 New
MTIM
25
Marathon Trading Investment Management
Pennsylvania
$120K +$120K +40,282 New
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