RMR icon

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
BLC
126
Brown, Lisle/Cummings
Rhode Island
$1.73K
AAP
127
Arax Advisory Partners
Colorado
$1.59K
VCM
128
Versant Capital Management
Arizona
$1.55K
TWD
129
True Wealth Design
Ohio
$1.52K
RIL
130
Rothschild Investment LLC
Illinois
$1.26K
ANBT
131
American National Bank & Trust
Texas
$1.08K
TFGT
132
TS Financial Group (TSFG)
Illinois
$1K
Canada Life
133
Canada Life
Manitoba, Canada
$1K
AW
134
Avion Wealth
Texas
$1K
TF
135
Tompkins Financial
New York
$801
LFG
136
Larson Financial Group
Missouri
$797
RF
137
Rossby Financial
Florida
$687
PFBT
138
Parkside Financial Bank & Trust
Missouri
$573
FFO
139
Fortitude Family Office
Arizona
$572
T
140
Transce3nd
Texas
$507
SIC
141
Salem Investment Counselors
North Carolina
$412
WA
142
WPG Advisers
Maryland
$409
AF
143
Allworth Financial
California
$396
AAM
144
Advisors Asset Management
Colorado
$343
EWA
145
EQ Wealth Advisors
Texas
$329
SS
146
Sunbelt Securities
Texas
$237
AF
147
Advisornet Financial
Minnesota
$201
AAS
148
Ameritas Advisory Services
Nebraska
$180
CT
149
Colonial Trust
South Carolina
$147
GRP
150
Global Retirement Partners
California
$133