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The RMR Group

177 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 179177 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$242K
Puts
$167K
Net Calls
Net Calls Change

Top Buyers

1 +$6.73M
2 +$2.11M
3 +$1.66M
4
UBS Group
UBS Group
Switzerland
+$1.35M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

1 -$5.11M
2 -$1.69M
3 -$1.02M
4
Citadel Advisors
Citadel Advisors
Florida
-$989K
5
GAMC
Garner Asset Management Corp
Texas
-$833K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$17.3K
A
102
AlphaQuest
New York
$16.7K
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$14.7K
Comerica Bank
104
Comerica Bank
Texas
$12.2K
SS
105
SBI Securities
Japan
$12.1K
RA
106
Rise Advisors
New York
$11.2K
Barrow, Hanley, Mewhinney & Strauss
107
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.63K
AB
108
Amalgamated Bank
New York
$9K
MCM
109
MAI Capital Management
Ohio
$7.88K
GI
110
GAMMA Investing
California
$7.21K
NA
111
NewEdge Advisors
Louisiana
$6.63K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.36K
IA
113
IFP Advisors
Florida
$6.36K
HNB
114
Huntington National Bank
Ohio
$5.07K
MPWT
115
MassMutual Private Wealth & Trust
Connecticut
$4.84K
RTL
116
Red Tortoise LLC
Georgia
$4.81K
Raymond James Financial
117
Raymond James Financial
Florida
$4.47K
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$4.25K
FFA
119
Farther Finance Advisors
California
$3.16K
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$2.6K
FHA
121
First Horizon Advisors
Tennessee
$2.45K
BIG
122
Brooklyn Investment Group
New York
$2.06K
C
123
Covestor
United Kingdom
$2K
PA
124
Parallel Advisors
California
$1.85K
PWMG
125
Private Wealth Management Group
New Jersey
$1.85K