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BRC Group Holdings

73 hedge funds and large institutions have $15.4M invested in BRC Group Holdings in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.59% less ownership

Funds ownership: 22.69%17.1% (-5.6%)

15% less funds holding

Funds holding: 8673 (-13)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

34% less call options, than puts

Call options by funds: $5.2M | Put options by funds: $7.83M

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

42% less capital invested

Capital invested by funds: $26.8M → $15.4M (-$11.4M)

Holders
73
Holders Change
-13
Holders Change %
-15.12%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
20
Reduced
25
Closed
33
Calls
$5.2M
Puts
$7.83M
Net Calls
-$2.64M
Net Calls Change
+$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.5M -$418K -135,969 -14%
Charles Schwab
2
Charles Schwab
California
$2.05M +$841K +273,732 +66%
Group One Trading
3
Group One Trading
Illinois
$1.47M +$173K +56,463 +13%
BlackRock
4
BlackRock
New York
$1.08M -$3.43M -1,115,103 -75%
UBS Group
5
UBS Group
Switzerland
$821K +$239K +77,638 +39%
Millennium Management
6
Millennium Management
New York
$722K +$557K +181,407 +293%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$538K -$856K -278,518 -61%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$536K +$467K +151,986 +536%
Federated Hermes
9
Federated Hermes
Pennsylvania
$534K +$242K +78,847 +78%
DFA
10
Davies Financial Advisors
California
$459K
Invesco
11
Invesco
Georgia
$413K -$69.5K -22,603 -14%
Goldman Sachs
12
Goldman Sachs
New York
$407K -$141K -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 -$9.22K -3,000 -3%
State Street
16
State Street
Massachusetts
$245K -$1.12M -363,576 -81%
Simplex Trading
17
Simplex Trading
Illinois
$232K +$10.1K +3,303 +4%
Squarepoint
18
Squarepoint
New York
$192K +$199K +64,789 New
XT
19
XTX Topco
Cayman Islands
$186K +$7.78K +2,531 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$165K +$171K +55,535 New
BRWA
21
B. Riley Wealth Advisors
Florida
$154K +$159K +51,765 New
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$145K +$150K +48,734 New
Northern Trust
23
Northern Trust
Illinois
$138K -$384K -124,824 -73%
HF
24
HRT Financial
New York
$136K +$141K +45,818 New
MTIM
25
Marathon Trading Investment Management
Pennsylvania
$120K +$124K +40,282 New

RILY Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q2 2025, worth a combined $15.4M — down 42% from $26.8M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of RILY and 20 opened new positions — a net loss of 13 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was Charles Schwab, adding an estimated $841K. The largest seller was BlackRock, cutting an estimated $3.43M.

  • 73 institutional investors held BRC Group Holdings (RILY) as of Q2 2025, down from 86 in Q1 2025.
  • Funds reported $15.4M of BRC Group Holdings stock for Q2 2025, down 42% quarter-over-quarter.
  • 20 funds opened new BRC Group Holdings positions in Q2 2025 and 33 closed out, a net change of -13 holders.
  • The largest BRC Group Holdings buyer in Q2 2025 was Charles Schwab, an estimated $841K added.
  • The largest BRC Group Holdings seller in Q2 2025 was BlackRock, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2025.