We are live on ! Find out more
RMR icon

The RMR Group
RMR

168 hedge funds and large institutions have $186M invested in The RMR Group in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $918K | Put options by funds: $270K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

5.58% more ownership

Funds ownership: 72.24% → 77.83% (+5.6%)

3% more capital invested

Capital invested by funds: $180M → $186M (+$5.9M)

5% less funds holding

Funds holding: 177 → 168 (-9)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

44% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 64

Holders
168
Holders Change
-9
Holders Change %
-5.08%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
36
Reduced
64
Closed
24
Calls
$918K
Puts
$270K
Net Calls
+$648K
Net Calls Change
-$142K

Top Buyers

1
FFL
Flat Footed LLC
Wyoming
+$11.8M
2
Morgan Stanley
Morgan Stanley
New York
+$8.22M
3
Bank of America
Bank of America
North Carolina
+$7.59M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$948K
5
JFG
Jefferies Financial Group
New York
+$685K

Top Sellers

1
N
Nuveen
North Carolina
-$2.13M
2
BlackRock
BlackRock
New York
-$1.23M
3
N
Numerai
California
-$1.14M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$1M
5
GAMC
Garner Asset Management Corp
Texas
-$886K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
126
Fortitude Family Office
Arizona
$522 – – –
PFBT
127
Parkside Financial Bank & Trust
Missouri
$522 – – –
BFS
128
Bare Financial Services
Pennsylvania
$477 -$670 -44 -58%
IAIM
129
International Assets Investment Management
Florida
$447 +$457 +30 New
WA
130
WPG Advisers
Maryland
$373 – – –
MO
131
McMillan Office
Michigan
$358 +$365 +24 New
TFA
132
Transamerica Financial Advisors
Florida
$328 -$304 -20 -48%
EWA
133
EQ Wealth Advisors
Texas
$301 +$304 +20 New
AAM
134
Advisors Asset Management
Colorado
$268 – – –
SC
135
SouthState Corp
Florida
$253 +$259 +17 New
AF
136
Advisornet Financial
Minnesota
$193 – – –
SS
137
Sunbelt Securities
Texas
$186 – – –
HPC
138
HM Payson & Co
Maine
$149 – – –
VR
139
Vision Retirement
New Jersey
$139 +$137 +9 New
CT
140
Colonial Trust
South Carolina
$134 – – –
GSWM
141
Golden State Wealth Management
California
$119 – – –
NSIM
142
North Star Investment Management
Illinois
$119 – – –
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$89 -$441 -29 -83%
BWAM
144
Boyd Watterson Asset Management
Ohio
$89 – – –
PTC
145
Private Trust Company
Ohio
$75 – – –
SPIA
146
Steward Partners Investment Advisory
New York
$75 – – –
SIS
147
Sound Income Strategies
Florida
$66 – – –
WT
148
Whittier Trust
California
$63 +$61 +4 New
AFG
149
Albion Financial Group
Utah
$60 – – –
AssetMark Inc
150
AssetMark Inc
California
$60 – – –
4 5
6
7 8

RMR Hedge Fund Activity: Q4 2025 in Review

168 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2025, worth a combined $186M — up 3.3% from $180M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RMR and 20 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 36 added.

The largest buyer was Flat Footed LLC, adding an estimated $11.8M. The largest seller was Nuveen, cutting an estimated $2.13M.

  • 168 institutional investors held The RMR Group (RMR) as of Q4 2025, down from 177 in Q3 2025.
  • Funds reported $186M of The RMR Group stock for Q4 2025, up 3.3% quarter-over-quarter.
  • 20 funds opened new The RMR Group positions in Q4 2025 and 24 closed out, a net change of -4 holders.
  • The largest The RMR Group buyer in Q4 2025 was Flat Footed LLC, an estimated $11.8M added.
  • The largest The RMR Group seller in Q4 2025 was Nuveen, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2025.