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The RMR Group

166 hedge funds and large institutions have $196M invested in The RMR Group in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 168166 (-2)

59% less call options, than puts

Call options by funds: $367K | Put options by funds: $905K

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$905K
Net Calls
Net Calls Change

Top Sellers

1 -$6.58M
2 -$1.14M
3 -$1.03M
4
Millennium Management
Millennium Management
New York
-$872K
5
Ameriprise
Ameriprise
Minnesota
-$854K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$11.6K
VCM
102
Versant Capital Management
Arizona
$11.3K
EWA
103
EverSource Wealth Advisors
Alabama
$10.2K
C
104
Covestor
United Kingdom
$10K
SS
105
SBI Securities
Japan
$9.27K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$8.29K
HNB
107
Huntington National Bank
Ohio
$7.04K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.59K
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$4.86K
AUB
110
Atlantic Union Bankshares
Virginia
$3.09K
AF
111
Allworth Financial
California
$2.66K
Optiver Holding
112
Optiver Holding
Netherlands
$2.51K
IWS
113
Intentional Wealth Strategies
Colorado
$1.84K
EP
114
Essential Partners
California
$1.78K
PWMG
115
Private Wealth Management Group
New Jersey
$1.75K
PA
116
Parallel Advisors
California
$1.75K
BLC
117
Brown, Lisle/Cummings
Rhode Island
$1.64K
AAP
118
Arax Advisory Partners
Colorado
$1.45K
FFA
119
Farther Finance Advisors
California
$1.44K
RIL
120
Rothschild Investment LLC
Illinois
$1.1K
AW
121
Avion Wealth
Texas
$1K
TFGT
122
TS Financial Group (TSFG)
Illinois
$1K
IA
123
IFP Advisors
Florida
$851
LFG
124
Larson Financial Group
Missouri
$818
Jones Financial Companies
125
Jones Financial Companies
Missouri
$783