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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$2.1K -$11.1K -601 -83%
PA
127
Parallel Advisors
California
$1.88K -$2.3K -125 -53%
BLC
128
Brown, Lisle/Cummings
Rhode Island
$1.76K
PWMG
129
Private Wealth Management Group
New Jersey
$1.28K +$1.42K +77 New
TWD
130
True Wealth Design
Ohio
$1.17K +$1.29K +70 New
Canada Life
131
Canada Life
Manitoba, Canada
$1K -$11.9K -648 -91%
Bessemer Group
132
Bessemer Group
New Jersey
$1K
TFGT
133
TS Financial Group (TSFG)
Illinois
$1K
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$949 +$1.05K +57 New
RF
135
Rossby Financial
Florida
$903 +$1.12K +61 New
IA
136
IFP Advisors
Florida
$849
TF
137
Tompkins Financial
New York
$816
LFG
138
Larson Financial Group
Missouri
$788 +$18 +1 +2%
RIL
139
Rothschild Investment LLC
Illinois
$783 +$644 +35 +292%
FFA
140
Farther Finance Advisors
California
$663 +$184 +10 +33%
T
141
Transce3nd
Texas
$516 -$404 -22 -42%
SIC
142
Salem Investment Counselors
North Carolina
$419
WA
143
WPG Advisers
Maryland
$416 -$662 -36 -59%
AAM
144
Advisors Asset Management
Colorado
$366 +$404 +22 New
EWA
145
EQ Wealth Advisors
Texas
$335 +$368 +20 New
AF
146
Allworth Financial
California
$252 -$607 -33 -66%
PTC
147
Private Trust Company
Ohio
$250 -$18 -1 -6%
AF
148
Advisornet Financial
Minnesota
$199
SS
149
Sunbelt Securities
Texas
$195 +$18 +1 +9%
HPC
150
HM Payson & Co
Maine
$167

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.