Rocky Mountain Chocolate Factory
RMCF
25 hedge funds and large institutions have $3.56M invested in Rocky Mountain Chocolate Factory in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
9% more funds holding
Funds holding: 23 → 25 (+2)
7.94% less ownership
Funds ownership: 45.81% → 37.87% (-7.9%)
58% less capital invested
Capital invested by funds: $8.4M → $3.56M (-$4.85M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
Wealthedge Investment Advisors
New York
|
+$148K |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$42.4K |
| 3 |
GVIC
Global Value Investment Corporation
Milwaukee,
Wisconsin
|
+$9.72K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.51K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.04M |
| 2 |
4A
4Wealth Advisors
Burr Ridge,
Illinois
|
-$143K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$29.9K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$27.3K |
| 5 |
RI
Ridgewood Investments
Springfield,
New Jersey
|
-$8.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$27.3K | -11,308 | Closed |
|
RMCF Hedge Fund Activity: Q1 2025 in Review
25 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q1 2025, worth a combined $3.56M — down 58% from $8.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RMCF positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Wealthedge Investment Advisors, adding an estimated $148K. The largest seller was Fidelity Investments, cutting an estimated $1.04M.
- 25 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q1 2025, up from 23 in Q4 2024.
- Funds reported $3.56M of Rocky Mountain Chocolate Factory stock for Q1 2025, down 58% quarter-over-quarter.
- 3 funds opened new Rocky Mountain Chocolate Factory positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest Rocky Mountain Chocolate Factory buyer in Q1 2025 was Wealthedge Investment Advisors, an estimated $148K added.
- The largest Rocky Mountain Chocolate Factory seller in Q1 2025 was Fidelity Investments, an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2025.