Rithm Capital
RITM
521 hedge funds and large institutions have $2.9B invested in Rithm Capital in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 208 increasing their positions, 150 reducing their positions, and 51 closing their positions.
51% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 51
39% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 150
4% more funds holding
Funds holding: 501 → 521 (+20)
4% less capital invested
Capital invested by funds: $3.02B → $2.9B (-$126M)
2.33% less ownership
Funds ownership: 50.66% → 48.34% (-2.3%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
18% less call options, than puts
Call options by funds: $47.2M | Put options by funds: $57.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$21M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$19.4M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$12M |
| 4 |
State Street
Boston,
Massachusetts
|
+$11.6M |
| 5 |
OFCM
One Fin Capital Management
San Francisco,
California
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$66.9M |
| 2 |
Millennium Management
New York
|
-$44.2M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$39M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$32.3M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$20.2M |
RITM Hedge Fund Activity: Q2 2025 in Review
521 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Rithm Capital (RITM) for Q2 2025, worth a combined $2.9B — down 4.2% from $3.02B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new RITM positions and 51 closed out — a net gain of 26 holders — while 208 added to existing stakes and 150 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $21M. The largest seller was State of Michigan Retirement System, cutting an estimated $66.9M.
- 521 institutional investors held Rithm Capital (RITM) as of Q2 2025, up from 501 in Q1 2025.
- Funds reported $2.9B of Rithm Capital stock for Q2 2025, down 4.2% quarter-over-quarter.
- 77 funds opened new Rithm Capital positions in Q2 2025 and 51 closed out, a net change of +26 holders.
- The largest Rithm Capital buyer in Q2 2025 was Victory Capital Management, an estimated $21M added.
- The largest Rithm Capital seller in Q2 2025 was State of Michigan Retirement System, an estimated $66.9M sold.
Based on aggregated 13F filings for Q2 2025.