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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 36 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
50
Reduced
48
Closed
22
Calls
$76K
Puts
$287K
Net Calls
-$211K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$2.1K -$10K -601 -83%
PA
127
Parallel Advisors
California
$1.88K -$2.08K -125 -53%
BLC
128
Brown, Lisle/Cummings
Rhode Island
$1.77K
PWMG
129
Private Wealth Management Group
New Jersey
$1.28K +$1.28K +77 New
TWD
130
True Wealth Design
Ohio
$1.17K +$1.17K +70 New
Canada Life
131
Canada Life
Manitoba, Canada
$1K -$9.53K -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 +$949 +57 New
RF
135
Rossby Financial
Florida
$903 +$903 +61 New
IA
136
IFP Advisors
Florida
$849
TF
137
Tompkins Financial
New York
$816
LFG
138
Larson Financial Group
Missouri
$788 +$17 +1 +2%
RIL
139
Rothschild Investment LLC
Illinois
$783 +$583 +35 +292%
FFA
140
Farther Finance Advisors
California
$663 +$166 +10 +33%
T
141
Transce3nd
Texas
$516 -$366 -22 -42%
SIC
142
Salem Investment Counselors
North Carolina
$419
WA
143
WPG Advisers
Maryland
$416 -$599 -36 -59%
AAM
144
Advisors Asset Management
Colorado
$366 +$366 +22 New
EWA
145
EQ Wealth Advisors
Texas
$335 +$335 +20 New
AF
146
Allworth Financial
California
$252 -$489 -33 -66%
PTC
147
Private Trust Company
Ohio
$250 -$17 -1 -6%
AF
148
Advisornet Financial
Minnesota
$199
SS
149
Sunbelt Securities
Texas
$195 +$16 +1 +9%
HPC
150
HM Payson & Co
Maine
$167