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Rocky Mountain Chocolate Factory

22 hedge funds and large institutions have $4.04M invested in Rocky Mountain Chocolate Factory in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GVIC
1
Global Value Investment Corporation
Wisconsin
$2.54M 1,777,606 -8,085 -0.5%
Renaissance Technologies
2
Renaissance Technologies
New York
$426K 302,147 -8,876 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$283K 198,063 -28,056 -12%
UBS Group
4
UBS Group
Switzerland
$177K 125,514 -28,834 -19%
WIA
5
Wealthedge Investment Advisors
New York
$172K 120,442 -1,140 -0.9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$145K 101,326 -311 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$73.6K 51,447
LFG
8
Leverty Financial Group
Wisconsin
$56.9K 40,371
BCM
9
Bridgeway Capital Management
Texas
$35.1K 24,566
AF
10
Allworth Financial
California
$33.6K 23,500
Citadel Advisors
11
Citadel Advisors
Florida
$26.4K 18,485 +18,485 New
SWM
12
Salvus Wealth Management
New Jersey
$21.7K 15,395
4A
13
4Wealth Advisors
Illinois
$20.3K 14,215 +265 +2%
RAM
14
Redmond Asset Management
Virginia
$15.6K 11,035
TRCT
15
Tower Research Capital (TRC)
New York
$3.93K 2,787 -3,147 -53%
Morgan Stanley
16
Morgan Stanley
New York
$1.73K 1,224
Comerica Bank
17
Comerica Bank
Texas
$1.41K 1,000
Bank of America
18
Bank of America
North Carolina
$1.03K 728 +197 +37%
Wells Fargo
19
Wells Fargo
California
$456 323
AF
20
Advisornet Financial
Minnesota
$30 21
SS
21
SBI Securities
Japan
$11 8 -6 -43%
Citigroup
22
Citigroup
New York
$1 1 -1,016 -100%
RI
23
Ridgewood Investments
New Jersey
-2,976 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-669 Closed
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
-4 Closed