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Rocky Mountain Chocolate Factory
RMCF

Overview Fund Activity

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.

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
–

Top Buyers

1
WIA
1
Wealthedge Investment Advisors
New York
$148K
2
AF
2
Allworth Financial
California
$31.8K
3
GVIC
3
Global Value Investment Corporation
Wisconsin
$2.18M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$62.8K
5
TRCT
5
Tower Research Capital (TRC)
New York
$7.24K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$816
2
4A
2
4Wealth Advisors
Illinois
$17K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$188K
5
RI
5
Ridgewood Investments
New Jersey
$3.63K
Name Market Value Shares Shares
Change 		Shares
Change %
GVIC
1
Global Value Investment Corporation
Wisconsin
$2.18M 1,785,691 +5,391 +0.3%
Renaissance Technologies
2
Renaissance Technologies
New York
$379K 311,023 -3,200 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276K 226,119 – –
UBS Group
4
UBS Group
Switzerland
$188K 154,348 -16,563 -10%
WIA
5
Wealthedge Investment Advisors
New York
$148K 121,582 +82,173 +209%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$124K 101,637 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$62.8K 51,447 +4,162 +9%
LFG
8
Leverty Financial Group
Wisconsin
$49.3K 40,371 – –
AF
9
Allworth Financial
California
$31.8K 23,500 +23,500 New
BCM
10
Bridgeway Capital Management
Texas
$30K 24,566 +3,500 +17%
CI
11
CacheTech Inc
Utah
$21.6K 17,740 – –
SWM
12
Salvus Wealth Management
New Jersey
$18.8K 15,395 – –
4A
13
4Wealth Advisors
Illinois
$17K 13,950 -79,325 -85%
RAM
14
Redmond Asset Management
Virginia
$13.5K 11,035 – –
TRCT
15
Tower Research Capital (TRC)
New York
$7.24K 5,934 +3,748 +171%
RI
16
Ridgewood Investments
New Jersey
$3.63K 2,976 -4,469 -60%
Morgan Stanley
17
Morgan Stanley
New York
$1.49K 1,224 – –
Citigroup
18
Citigroup
New York
$1.24K 1,017 +1,017 New
Comerica Bank
19
Comerica Bank
Texas
$1.22K 1,000 – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$816 669 -578,699 -100%
Bank of America
21
Bank of America
North Carolina
$648 531 +486 +1,080%
Wells Fargo
22
Wells Fargo
California
$395 323 – –
AF
23
Advisornet Financial
Minnesota
$25 21 +21 New
SS
24
SBI Securities
Japan
$17 14 +2 +17%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$5 4 -1 -20%
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