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The RMR Group

168 hedge funds and large institutions have $186M invested in The RMR Group in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $918K | Put options by funds: $270K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5.58% more ownership

Funds ownership: 72.24%77.83% (+5.6%)

3% more capital invested

Capital invested by funds: $180M → $186M (+$5.9M)

5% less funds holding

Funds holding: 177168 (-9)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

44% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 64

Holders
168
Holders Change
-9
Holders Change %
-5.08%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
36
Reduced
64
Closed
24
Calls
$918K
Puts
$270K
Net Calls
+$648K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$346K +$32K +2,100 +10%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$302K +$63.7K +4,185 +26%
SCM
53
Sterling Capital Management
North Carolina
$262K -$2.68K -176 -1%
Wells Fargo
54
Wells Fargo
California
$260K +$83.8K +5,502 +46%
Creative Planning
55
Creative Planning
Kansas
$251K -$609 -40 -0.2%
Citadel Advisors
56
Citadel Advisors
Florida
$250K -$28.8K -1,890 -10%
ETC
57
Exchange Traded Concepts
Oklahoma
$247K -$1.25K -82 -0.5%
EGM
58
Engineers Gate Manager
New York
$233K -$93.9K -6,169 -28%
Verition Fund Management
59
Verition Fund Management
Connecticut
$228K -$244 -16 -0.1%
Deutsche Bank
60
Deutsche Bank
Germany
$202K -$353K -23,215 -63%
SEI Investments
61
SEI Investments
Pennsylvania
$200K +$2.86K +188 +1%
HCA
62
Harbor Capital Advisors
Illinois
$199K +$20.5K +1,345 +11%
XT
63
XTX Topco
Cayman Islands
$199K +$203K +13,341 New
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$188K
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$182K +$186K +12,231 New
KK
66
KLP Kapitalforvaltning
Norway
$173K
First Trust Advisors
67
First Trust Advisors
Illinois
$168K -$13.1K -860 -7%
RWM
68
Ritholtz Wealth Management
New York
$157K -$59.9K -3,933 -27%
MIM
69
MetLife Investment Management
New Jersey
$124K
Mirae Asset Global ETFs Holdings
70
Mirae Asset Global ETFs Holdings
Hong Kong
$108K -$1.31K -86 -1%
ACM
71
Aquatic Capital Management
Illinois
$94.9K -$180K -11,856 -65%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$89K -$13.7K -898 -13%
PFSRSONJ
73
Police & Firemen's Retirement System of New Jersey
New Jersey
$73.7K -$2.51K -165 -3%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.4K -$52.8K -3,471 -48%
Osaic Holdings
75
Osaic Holdings
Arizona
$53.8K +$1.29K +85 +2%