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The RMR Group

175 hedge funds and large institutions have $180M invested in The RMR Group in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 19 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 funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2.05% less ownership

Funds ownership: 74.23%72.18% (-2.1%)

6% less capital invested

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

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
175
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
$1.03M
Puts
$237K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$1.78K
BLC
127
Brown, Lisle/Cummings
Rhode Island
$1.67K
RIL
128
Rothschild Investment LLC
Illinois
$1.21K
BFS
129
Bare Financial Services
Pennsylvania
$1.2K
PWA
130
Physician Wealth Advisors
Utah
$1.02K
AW
131
Avion Wealth
Texas
$1K
TFGT
132
TS Financial Group (TSFG)
Illinois
$1K
Canada Life
133
Canada Life
Manitoba, Canada
$1K
AF
134
Allworth Financial
California
$853
LFG
135
Larson Financial Group
Missouri
$787
TF
136
Tompkins Financial
New York
$771
TFA
137
Transamerica Financial Advisors
Florida
$661
RF
138
Rossby Financial
Florida
$655
PFBT
139
Parkside Financial Bank & Trust
Missouri
$551
FFO
140
Fortitude Family Office
Arizona
$551
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$551
ASN
142
Advisory Services Network
Georgia
$472
SIC
143
Salem Investment Counselors
North Carolina
$396
WA
144
WPG Advisers
Maryland
$393
AAM
145
Advisors Asset Management
Colorado
$283
AF
146
Advisornet Financial
Minnesota
$199
SS
147
Sunbelt Securities
Texas
$192
VCM
148
Versant Capital Management
Arizona
$173
HPC
149
HM Payson & Co
Maine
$158
CT
150
Colonial Trust
South Carolina
$142