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Rocky Mountain Chocolate Factory

24 hedge funds and large institutions have $2.56M invested in Rocky Mountain Chocolate Factory in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

44% more capital invested

Capital invested by funds: $1.78M → $2.56M (+$780K)

9% more funds holding

Funds holding: 2224 (+2)

0.18% more ownership

Funds ownership: 12.03%12.21% (+0.18%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$632K -$2.35K -1,005 -0.4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$450K +$293K +125,000 +167%
ACA
3
American Capital Advisory
Idaho
$303K +$150K +64,108 +91%
TDC
4
Thompson Davis & Co
Virginia
$215K +$224K +95,555 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$213K +$24.8K +10,572 +13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$156K +$39K +16,658 +32%
VCM
7
Vanguard Capital Management
Pennsylvania
$151K +$157K +66,950 New
LFG
8
Leverty Financial Group
Wisconsin
$90.8K
VFT
9
Vanguard Fiduciary Trust
Pennsylvania
$68.6K +$71.5K +30,507 New
SWM
10
Salvus Wealth Management
New Jersey
$53K
AF
11
Allworth Financial
California
$52.9K
CI
12
CacheTech Inc
Utah
$39.9K
4A
13
4Wealth Advisors
Illinois
$35.5K -$8.52K -3,635 -18%
Citadel Advisors
14
Citadel Advisors
Florida
$32.7K +$34.1K +14,531 New
GCP
15
GSA Capital Partners
United Kingdom
$31K +$32.1K +13,719 New
XT
16
XTX Topco
Cayman Islands
$25.3K -$2.37K -1,010 -8%
TRCT
17
Tower Research Capital (TRC)
New York
$4.68K +$520 +222 +12%
UBS Group
18
UBS Group
Switzerland
$3.01K +$3.13K +1,338 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$2.25K +$2.34K +1,000 New
Morgan Stanley
20
Morgan Stanley
New York
$1.4K -$1.41K -603 -49%
Wells Fargo
21
Wells Fargo
California
$727 -$2 -1 -0.3%
LHEI
22
Leo H. Evart Inc
California
$236 +$246 +105 New
TCM
23
Triumph Capital Management
Colorado
$18
SS
24
SBI Securities
Japan
$5 -$7 -3 -60%
DS
25
DRW Securities
Illinois
-$235K -123,773 Closed

RMCF Hedge Fund Activity: Q1 2026 in Review

24 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q1 2026, worth a combined $2.56M — up 44% from $1.78M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RMCF positions and 4 closed out — a net gain of 4 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $293K. The largest seller was DRW Securities, exiting entirely with an estimated $235K sold.

  • 24 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q1 2026, up from 22 in Q4 2025.
  • Funds reported $2.56M of Rocky Mountain Chocolate Factory stock for Q1 2026, up 44% quarter-over-quarter.
  • 8 funds opened new Rocky Mountain Chocolate Factory positions in Q1 2026 and 4 closed out, a net change of +4 holders.
  • The largest Rocky Mountain Chocolate Factory buyer in Q1 2026 was Focus Partners Wealth, an estimated $293K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q1 2026 was DRW Securities, an estimated $235K sold.

Based on aggregated 13F filings for Q1 2026.