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The RMR Group

167 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, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $186M → $196M (+$9.46M)

0.97% more ownership

Funds ownership: 77.83%78.8% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 168167 (-1)

59% less call options, than puts

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

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
48
Reduced
37
Closed
23
Calls
$367K
Puts
$905K
Net Calls
-$538K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$11.6K +$6.35K +391 +110%
VCM
102
Versant Capital Management
Arizona
$11.3K +$373 +23 +3%
EWA
103
EverSource Wealth Advisors
Alabama
$10.2K -$341 -21 -3%
C
104
Covestor
United Kingdom
$10K +$97 +6 +0.9%
SS
105
SBI Securities
Japan
$9.27K -$8.88K -547 -48%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$8.29K +$8.7K +536 New
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 -$32 -2 -0.6%
AUB
110
Atlantic Union Bankshares
Virginia
$3.09K
AF
111
Allworth Financial
California
$2.66K +$2.04K +126 +274%
Optiver Holding
112
Optiver Holding
Netherlands
$2.51K -$1.69K -104 -39%
IWS
113
Intentional Wealth Strategies
Colorado
$1.84K +$1.93K +119 New
EP
114
Essential Partners
California
$1.78K -$665 -41 -26%
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 +$844 +52 +124%
FFA
119
Farther Finance Advisors
California
$1.44K
RIL
120
Rothschild Investment LLC
Illinois
$1.1K +$292 +18 +34%
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 +$32 +2 +4%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$783 +$779 +48 +1,600%