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Rocky Mountain Chocolate Factory

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.

New
Increased
Maintained
Reduced
Closed

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: 2325 (+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: 10 (-1)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVIC
1
Global Value Investment Corporation
Wisconsin
$2.18M +$9.72K +5,391 +0.3%
Renaissance Technologies
2
Renaissance Technologies
New York
$379K -$5.77K -3,200 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276K
UBS Group
4
UBS Group
Switzerland
$188K -$29.9K -16,563 -10%
WIA
5
Wealthedge Investment Advisors
New York
$148K +$148K +82,173 +209%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$124K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$62.8K +$7.51K +4,162 +9%
LFG
8
Leverty Financial Group
Wisconsin
$49.3K
AF
9
Allworth Financial
California
$31.8K +$42.4K +23,500 New
BCM
10
Bridgeway Capital Management
Texas
$30K +$6.31K +3,500 +17%
CI
11
CacheTech Inc
Utah
$21.6K
SWM
12
Salvus Wealth Management
New Jersey
$18.8K
4A
13
4Wealth Advisors
Illinois
$17K -$143K -79,325 -85%
RAM
14
Redmond Asset Management
Virginia
$13.5K
TRCT
15
Tower Research Capital (TRC)
New York
$7.24K +$6.76K +3,748 +171%
RI
16
Ridgewood Investments
New Jersey
$3.63K -$8.06K -4,469 -60%
Morgan Stanley
17
Morgan Stanley
New York
$1.49K
Citigroup
18
Citigroup
New York
$1.24K +$1.83K +1,017 New
Comerica Bank
19
Comerica Bank
Texas
$1.22K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$816 -$1.04M -578,699 -100%
Bank of America
21
Bank of America
North Carolina
$648 +$877 +486 +1,080%
Wells Fargo
22
Wells Fargo
California
$395
AF
23
Advisornet Financial
Minnesota
$25 +$38 +21 New
SS
24
SBI Securities
Japan
$17 +$4 +2 +17%
JP Morgan Chase
25
JP Morgan Chase
New York
$5 -$2 -1 -20%

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.