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The RMR Group
RMR

177 hedge funds and large institutions have $180M invested in The RMR Group in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $237K

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 179 → 177 (-2)

1.98% less ownership

Funds ownership: 74.23% → 72.24% (-2%)

6% less capital invested

Capital invested by funds: $193M → $180M (-$12.5M)

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
60
Reduced
41
Closed
19
Calls
$1.03M
Puts
$237K
Net Calls
+$790K
Net Calls Change
+$715K

Top Buyers

1
N
Nuveen
North Carolina
+$1.67M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.44M
3
Morgan Stanley
Morgan Stanley
New York
+$1.25M
4
GCP
GSA Capital Partners
United Kingdom
+$851K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$730K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.69M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
3
Millennium Management
Millennium Management
New York
-$1.38M
4
Bank of America
Bank of America
North Carolina
-$983K
5
Citadel Advisors
Citadel Advisors
Florida
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
126
Private Wealth Management Group
New Jersey
$1.78K – – –
PA
127
Parallel Advisors
California
$1.78K – – –
BLC
128
Brown, Lisle/Cummings
Rhode Island
$1.67K – – –
RIL
129
Rothschild Investment LLC
Illinois
$1.21K – – –
BFS
130
Bare Financial Services
Pennsylvania
$1.2K +$1.27K +76 New
IA
131
IFP Advisors
Florida
$1.12K -$3.14K -188 -73%
PWA
132
Physician Wealth Advisors
Utah
$1.02K +$1.09K +65 New
AW
133
Avion Wealth
Texas
$1K – – –
TFGT
134
TS Financial Group (TSFG)
Illinois
$1K – – –
Canada Life
135
Canada Life
Manitoba, Canada
$1K +$17 +1 +1%
AF
136
Allworth Financial
California
$853 +$501 +30 +125%
LFG
137
Larson Financial Group
Missouri
$787 +$17 +1 +2%
TF
138
Tompkins Financial
New York
$771 – – –
TFA
139
Transamerica Financial Advisors
Florida
$661 +$702 +42 New
RF
140
Rossby Financial
Florida
$655 – – –
FFO
141
Fortitude Family Office
Arizona
$551 – – –
PFBT
142
Parkside Financial Bank & Trust
Missouri
$551 – – –
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$551 +$585 +35 New
ASN
144
Advisory Services Network
Georgia
$472 +$501 +30 New
SIC
145
Salem Investment Counselors
North Carolina
$396 – – –
WA
146
WPG Advisers
Maryland
$393 – – –
AAM
147
Advisors Asset Management
Colorado
$283 -$50 -3 -14%
AF
148
Advisornet Financial
Minnesota
$199 +$17 +1 +8%
SS
149
Sunbelt Securities
Texas
$192 +$17 +1 +9%
VCM
150
Versant Capital Management
Arizona
$173 -$1.4K -84 -88%
4 5
6
7 8

RMR Hedge Fund Activity: Q3 2025 in Review

177 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2025, worth a combined $180M — down 6.5% from $193M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of RMR and 18 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 60 added.

The largest buyer was Nuveen, adding an estimated $1.67M. The largest seller was UBS Group, cutting an estimated $1.69M.

  • 177 institutional investors held The RMR Group (RMR) as of Q3 2025, down from 179 in Q2 2025.
  • Funds reported $180M of The RMR Group stock for Q3 2025, down 6.5% quarter-over-quarter.
  • 18 funds opened new The RMR Group positions in Q3 2025 and 19 closed out, a net change of -1 holder.
  • The largest The RMR Group buyer in Q3 2025 was Nuveen, an estimated $1.67M added.
  • The largest The RMR Group seller in Q3 2025 was UBS Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2025.