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The RMR Group

179 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $242K | Put options by funds: $167K

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

1.11% more ownership

Funds ownership: 73.12%74.23% (+1.1%)

0% more funds holding

Funds holding: 179179 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0% less capital invested

Capital invested by funds: $193M → $193M (-$252K)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
179
Holders Change
Holders Change %
0%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
58
Reduced
47
Closed
23
Calls
$242K
Puts
$167K
Net Calls
+$75K
Net Calls Change
+$286K
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 +$1.49K +97 New
VCM
128
Versant Capital Management
Arizona
$1.55K -$6.4K -418 -81%
TWD
129
True Wealth Design
Ohio
$1.52K +$352 +23 +33%
RIL
130
Rothschild Investment LLC
Illinois
$1.26K +$460 +30 +64%
EP
131
Essential Partners
California
$1.16K +$1.09K +71 New
ANBT
132
American National Bank & Trust
Texas
$1.08K +$1.01K +66 New
TFGT
133
TS Financial Group (TSFG)
Illinois
$1K +$15 +1 +1%
Canada Life
134
Canada Life
Manitoba, Canada
$1K +$169 +11 +16%
AW
135
Avion Wealth
Texas
$1K +$1.55K +101 New
TF
136
Tompkins Financial
New York
$801
LFG
137
Larson Financial Group
Missouri
$797 +$31 +2 +4%
RF
138
Rossby Financial
Florida
$687 -$291 -19 -31%
PFBT
139
Parkside Financial Bank & Trust
Missouri
$573 +$536 +35 New
FFO
140
Fortitude Family Office
Arizona
$572 +$536 +35 New
T
141
Transce3nd
Texas
$507
SIC
142
Salem Investment Counselors
North Carolina
$412
WA
143
WPG Advisers
Maryland
$409
AF
144
Allworth Financial
California
$396 +$107 +7 +41%
AAM
145
Advisors Asset Management
Colorado
$343 -$15 -1 -5%
EWA
146
EQ Wealth Advisors
Texas
$329
SS
147
Sunbelt Securities
Texas
$237 -$15 -1 -8%
AF
148
Advisornet Financial
Minnesota
$201
AAS
149
Ameritas Advisory Services
Nebraska
$180 +$169 +11 New
HPC
150
HM Payson & Co
Maine
$164

RMR Hedge Fund Activity: Q2 2025 in Review

179 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2025, worth a combined $193M — down 0.13% from $193M a quarter earlier.

Fund positioning in RMR was balanced in Q2 2025: 23 funds opened new positions, 23 closed out, 58 added to existing stakes and 47 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $6.31M. The largest seller was Vanguard Group, cutting an estimated $4.79M.

  • 179 institutional investors held The RMR Group (RMR) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $193M of The RMR Group stock for Q2 2025, down 0.13% quarter-over-quarter.
  • 23 funds opened new The RMR Group positions in Q2 2025 and 23 closed out, a net change of 0 holders.
  • The largest The RMR Group buyer in Q2 2025 was Nantahala Capital Management, an estimated $6.31M added.
  • The largest The RMR Group seller in Q2 2025 was Vanguard Group, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2025.