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The RMR Group
RMR

177 hedge funds and large institutions have $180M invested in The RMR Group in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $237K

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 179 → 177 (-2)

1.98% less ownership

Funds ownership: 74.23% → 72.24% (-2%)

6% less capital invested

Capital invested by funds: $193M → $180M (-$12.5M)

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
60
Reduced
41
Closed
19
Calls
$1.03M
Puts
$237K
Net Calls
+$790K
Net Calls Change
+$715K

Top Buyers

1
N
Nuveen
North Carolina
+$1.67M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.44M
3
Morgan Stanley
Morgan Stanley
New York
+$1.25M
4
GCP
GSA Capital Partners
United Kingdom
+$851K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$730K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.69M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
3
Millennium Management
Millennium Management
New York
-$1.38M
4
Bank of America
Bank of America
North Carolina
-$983K
5
Citadel Advisors
Citadel Advisors
Florida
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$19.6K +$284 +17 +1%
AAP
102
Arax Advisory Partners
Colorado
$18.7K +$18.2K +1,091 +1,125%
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$17.6K +$17 +1 +0.1%
QT
104
Quantbot Technologies
New York
$17.1K -$64.2K -3,844 -78%
PD
105
Point72 (DIFC)
United Arab Emirates
$14.5K +$15.4K +923 New
EP
106
Essential Partners
California
$14.4K +$14.1K +844 +1,189%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$14.2K – – –
Comerica Bank
108
Comerica Bank
Texas
$11.8K -$17 -1 -0.1%
SS
109
SBI Securities
Japan
$11.7K – – –
HNB
110
Huntington National Bank
Ohio
$10.9K +$6.35K +380 +123%
RA
111
Rise Advisors
New York
$10.7K – – –
TRCT
112
Tower Research Capital (TRC)
New York
$10.7K -$40.2K -2,403 -78%
C
113
Covestor
United Kingdom
$10K +$8.04K +481 +310%
GI
114
GAMMA Investing
California
$8.71K +$1.89K +113 +26%
AB
115
Amalgamated Bank
New York
$8K – – –
MCM
116
MAI Capital Management
Ohio
$7.58K – – –
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.7K +$618 +37 +10%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$4.88K +$234 +14 +5%
NA
119
NewEdge Advisors
Louisiana
$4.73K -$1.74K -104 -26%
Optiver Holding
120
Optiver Holding
Netherlands
$4.18K +$4.45K +266 New
AUB
121
Atlantic Union Bankshares
Virginia
$3.15K +$3.34K +200 New
FFA
122
Farther Finance Advisors
California
$3.04K – – –
TWD
123
True Wealth Design
Ohio
$2.93K +$1.55K +93 +100%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$2.5K – – –
CA
125
Clearstead Advisors
Ohio
$1.84K +$1.92K +115 +5,750%
3 4
5
6 7

RMR Hedge Fund Activity: Q3 2025 in Review

177 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2025, worth a combined $180M — down 6.5% from $193M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of RMR and 18 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 60 added.

The largest buyer was Nuveen, adding an estimated $1.67M. The largest seller was UBS Group, cutting an estimated $1.69M.

  • 177 institutional investors held The RMR Group (RMR) as of Q3 2025, down from 179 in Q2 2025.
  • Funds reported $180M of The RMR Group stock for Q3 2025, down 6.5% quarter-over-quarter.
  • 18 funds opened new The RMR Group positions in Q3 2025 and 19 closed out, a net change of -1 holder.
  • The largest The RMR Group buyer in Q3 2025 was Nuveen, an estimated $1.67M added.
  • The largest The RMR Group seller in Q3 2025 was UBS Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2025.