We are live on ! Find out more
RMR icon

The RMR Group

179 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

7% more funds holding

Funds holding: 168179 (+11)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

4.02% less ownership

Funds ownership: 77.13%73.12% (-4%)

23% less capital invested

Capital invested by funds: $252M → $193M (-$59.3M)

74% less call options, than puts

Call options by funds: $76K | Put options by funds: $287K

Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
51
Reduced
48
Closed
22
Calls
$76K
Puts
$287K
Net Calls
-$211K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$41.3K +$32K +1,740 +236%
A
102
AlphaQuest
New York
$40.1K +$25.1K +1,366 +131%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$40K -$24.9K -1,357 -36%
Simplex Trading
104
Simplex Trading
Illinois
$37K -$993 -54 -2%
CCM
105
Coldstream Capital Management
Washington
$34.4K +$38K +2,066 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$34K +$1.56K +85 +4%
NA
107
NewEdge Advisors
Louisiana
$24.7K +$20.7K +1,124 +313%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$23K
AIP
109
Ameritas Investment Partners
Nebraska
$22.7K
California State Teachers Retirement System (CalSTRS)
110
California State Teachers Retirement System (CalSTRS)
California
$18.6K -$249K -13,564 -92%
PD
111
Point72 (DIFC)
United Arab Emirates
$18K +$19.9K +1,082 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$13.5K -$3.27K -178 -17%
RA
113
Rise Advisors
New York
$11.4K +$12.6K +683 New
C
114
Covestor
United Kingdom
$10K +$8.86K +482 +335%
TRCT
115
Tower Research Capital (TRC)
New York
$9.46K -$7.13K -388 -41%
AB
116
Amalgamated Bank
New York
$9K
SS
117
SBI Securities
Japan
$8.94K +$2.1K +114 +27%
VCM
118
Versant Capital Management
Arizona
$8.54K +$7.41K +403 +366%
MCM
119
MAI Capital Management
Ohio
$7.78K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.48K
Barrow, Hanley, Mewhinney & Strauss
121
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.06K
EWA
122
EverSource Wealth Advisors
Alabama
$3.83K +$4.23K +230 New
Comerica Bank
123
Comerica Bank
Texas
$2.95K -$2.33K -127 -42%
FHA
124
First Horizon Advisors
Tennessee
$2.5K +$1.38K +75 +100%
GI
125
GAMMA Investing
California
$2.1K +$2.13K +116 +1,160%

RMR Hedge Fund Activity: Q1 2025 in Review

179 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2025, worth a combined $193M — down 23% from $252M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RMR positions and 22 closed out — a net gain of 13 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $5.25M. The largest seller was Invesco, cutting an estimated $8.87M.

  • 179 institutional investors held The RMR Group (RMR) as of Q1 2025, up from 168 in Q4 2024.
  • Funds reported $193M of The RMR Group stock for Q1 2025, down 23% quarter-over-quarter.
  • 35 funds opened new The RMR Group positions in Q1 2025 and 22 closed out, a net change of +13 holders.
  • The largest The RMR Group buyer in Q1 2025 was Nantahala Capital Management, an estimated $5.25M added.
  • The largest The RMR Group seller in Q1 2025 was Invesco, an estimated $8.87M sold.

Based on aggregated 13F filings for Q1 2025.