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Rocky Mountain Chocolate Factory

23 hedge funds and large institutions have $4.14M invested in Rocky Mountain Chocolate Factory in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $4.06M → $4.14M (+$76.7K)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3.15% less ownership

Funds ownership: 36.67%33.52% (-3.2%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVIC
1
Global Value Investment Corporation
Wisconsin
$2.87M +$40.3K +24,701 +1%
Renaissance Technologies
2
Renaissance Technologies
New York
$474K -$6.41K -3,929 -1%
WIA
3
Wealthedge Investment Advisors
New York
$162K -$29.9K -18,302 -15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$157K -$4.13K -2,530 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$155K -$164K -100,606 -51%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$81.8K
LFG
7
Leverty Financial Group
Wisconsin
$64.2K
SWM
8
Salvus Wealth Management
New Jersey
$37.5K +$13.3K +8,172 +53%
AF
9
Allworth Financial
California
$37.4K
CI
10
CacheTech Inc
Utah
$28.2K
4A
11
4Wealth Advisors
Illinois
$24.8K +$2.26K +1,385 +10%
BCM
12
Bridgeway Capital Management
Texas
$19.9K -$19.7K -12,066 -49%
RAM
13
Redmond Asset Management
Virginia
$17.5K
TRCT
14
Tower Research Capital (TRC)
New York
$6.39K +$2.01K +1,235 +44%
Morgan Stanley
15
Morgan Stanley
New York
$1.95K
Citigroup
16
Citigroup
New York
$1.6K +$1.64K +1,003 +100,300%
Comerica Bank
17
Comerica Bank
Texas
$1.59K
Bank of America
18
Bank of America
North Carolina
$1.15K -$13 -8 -1%
Wells Fargo
19
Wells Fargo
California
$515
Jones Financial Companies
20
Jones Financial Companies
Missouri
$163 +$163 +100 New
AF
21
Advisornet Financial
Minnesota
$33
Barclays
22
Barclays
United Kingdom
$16 +$16 +10 New
SS
23
SBI Securities
Japan
$8 -$5 -3 -38%
UBS Group
24
UBS Group
Switzerland
-$177K -125,514 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$26.4K -18,485 Closed

RMCF Hedge Fund Activity: Q3 2025 in Review

23 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q3 2025, worth a combined $4.14M — up 1.9% from $4.06M a quarter earlier.

Fund positioning in RMCF was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was Global Value Investment Corporation, adding an estimated $40.3K. The largest seller was UBS Group, exiting entirely with an estimated $177K sold.

  • 23 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $4.14M of Rocky Mountain Chocolate Factory stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 2 funds opened new Rocky Mountain Chocolate Factory positions in Q3 2025 and 2 closed out, a net change of 0 holders.
  • The largest Rocky Mountain Chocolate Factory buyer in Q3 2025 was Global Value Investment Corporation, an estimated $40.3K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q3 2025 was UBS Group, an estimated $177K sold.

Based on aggregated 13F filings for Q3 2025.