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Rocky Mountain Chocolate Factory
RMCF

Overview Fund Activity

23 hedge funds and large institutions have $8.4M invested in Rocky Mountain Chocolate Factory in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
3
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVIC
1
Global Value Investment Corporation
Wisconsin
$4.29M
2
UBS Group
2
UBS Group
Switzerland
$415K
3
4A
3
4Wealth Advisors
Illinois
$225K
4
WIA
4
Wealthedge Investment Advisors
New York
$95K
5
CI
5
CacheTech Inc
Utah
$42.8K

Top Sellers

1
RI
1
Ridgewood Investments
New Jersey
$18.1K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$764K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$245K
4
BCM
4
Bridgeway Capital Management
Texas
$50.8K
5
TRCT
5
Tower Research Capital (TRC)
New York
$5.31K
Name Market Value Shares Shares
Change 		Shares
Change %
GVIC
1
Global Value Investment Corporation
Wisconsin
$4.29M 1,780,300 +1,780,300 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.4M 579,368 -13 -0%
Renaissance Technologies
3
Renaissance Technologies
New York
$764K 314,223 -2,756 -0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$545K 226,119 – –
UBS Group
5
UBS Group
Switzerland
$415K 170,911 +125,769 +279%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$245K 101,637 -2,470 -2%
4A
7
4Wealth Advisors
Illinois
$225K 93,275 +93,275 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$114K 47,285 +4,766 +11%
LFG
9
Leverty Financial Group
Wisconsin
$98.1K 40,371 – –
WIA
10
Wealthedge Investment Advisors
New York
$95K 39,409 +39,409 New
BCM
11
Bridgeway Capital Management
Texas
$50.8K 21,066 -1,000 -5%
CI
12
CacheTech Inc
Utah
$42.8K 17,740 +17,740 New
SWM
13
Salvus Wealth Management
New Jersey
$37.4K 15,395 – –
Citadel Advisors
14
Citadel Advisors
Florida
$27.3K 11,308 +185 +2%
RAM
15
Redmond Asset Management
Virginia
$26.8K 11,035 – –
RI
16
Ridgewood Investments
New Jersey
$18.1K 7,445 -18,600 -71%
TRCT
17
Tower Research Capital (TRC)
New York
$5.31K 2,186 -78 -3%
Morgan Stanley
18
Morgan Stanley
New York
$2.98K 1,224 -25 -2%
Comerica Bank
19
Comerica Bank
Texas
$2.43K 1,000 – –
Wells Fargo
20
Wells Fargo
California
$786 323 -1 -0.3%
Bank of America
21
Bank of America
North Carolina
$109 45 – –
SS
22
SBI Securities
Japan
$29 12 +12 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$12 5 – –
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –