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614 hedge funds and large institutions have $13.3B invested in Rambus in 2026 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 187 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 66

92% more call options, than puts

Call options by funds: $300M | Put options by funds: $156M

50% more capital invested

Capital invested by funds: $8.82B → $13.3B (+$4.45B)

11% more funds holding

Funds holding: 555614 (+59)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.13% less ownership

Funds ownership: 95.02%92.89% (-2.1%)

18% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 227

Holders
614
Holders Change
+59
Holders Change %
+10.63%
% of All Funds
7.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
135
Increased
187
Reduced
227
Closed
66
Calls
$300M
Puts
$156M
Net Calls
+$143M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.85B -$304M -2,340,829 -14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.39B +$929M +7,141,577 +215%
Invesco
3
Invesco
Georgia
$880M +$17.3M +133,410 +2%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$806M -$74.9M -575,804 -9%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$647M +$6.05M +46,531 +1%
State Street
6
State Street
Massachusetts
$519M -$59.6M -458,504 -10%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$443M -$5.48M -42,177 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$305M -$108M -826,835 -26%
JP Morgan Chase
9
JP Morgan Chase
New York
$261M +$34.5M +264,918 +14%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$228M -$9.87M -75,895 -4%
Swedbank
11
Swedbank
Sweden
$219M +$10.9M +83,500 +5%
Norges Bank
12
Norges Bank
Norway
$203M +$199M +1,532,622 New
Morgan Stanley
13
Morgan Stanley
New York
$192M +$30.1M +231,084 +19%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$173M +$1.25M +9,608 +0.7%
Bank of America
15
Bank of America
North Carolina
$162M -$18.6M -142,844 -10%
AQR Capital Management
16
AQR Capital Management
Connecticut
$152M -$5.13M -39,447 -3%
Charles Schwab
17
Charles Schwab
California
$147M -$28.3M -217,270 -16%
EIG
18
EdgePoint Investment Group
Ontario, Canada
$144M -$112M -861,529 -44%
Rafferty Asset Management
19
Rafferty Asset Management
New York
$131M +$31.1M +238,869 +32%
Goldman Sachs
20
Goldman Sachs
New York
$128M +$5.04M +38,773 +4%
Bessemer Group
21
Bessemer Group
New Jersey
$127M -$10.5M -80,976 -8%
Northern Trust
22
Northern Trust
Illinois
$126M -$50.1M -384,982 -29%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$110M +$6.29M +48,355 +6%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106M +$90.4M +694,792 +678%
CAM
25
Congress Asset Management
Massachusetts
$103M -$64.8M -497,985 -39%

RMBS Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Rambus (RMBS) for Q2 2026, worth a combined $13.3B — up 50% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new RMBS positions and 66 closed out — a net gain of 69 holders — while 187 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $929M. The largest seller was BlackRock, cutting an estimated $304M.

  • 614 institutional investors held Rambus (RMBS) as of Q2 2026, up from 555 in Q1 2026.
  • Funds reported $13.3B of Rambus stock for Q2 2026, up 50% quarter-over-quarter.
  • 135 funds opened new Rambus positions in Q2 2026 and 66 closed out, a net change of +69 holders.
  • The largest Rambus buyer in Q2 2026 was Fidelity Investments, an estimated $929M added.
  • The largest Rambus seller in Q2 2026 was BlackRock, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2026.