RMR icon

The RMR Group

177 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 23 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 179177 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
177
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
$242K
Puts
$167K
Net Calls
Net Calls Change

Top Buyers

1 +$6.73M
2 +$2.11M
3 +$1.66M
4
UBS Group
UBS Group
Switzerland
+$1.35M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

1 -$5.11M
2 -$1.69M
3 -$1.02M
4
Citadel Advisors
Citadel Advisors
Florida
-$989K
5
GAMC
Garner Asset Management Corp
Texas
-$833K
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
151
Golden State Wealth Management
California
$131
NSIM
152
North Star Investment Management
Illinois
$131
BWAM
153
Boyd Watterson Asset Management
Ohio
$114
PTC
154
Private Trust Company
Ohio
$82
SPIA
155
Steward Partners Investment Advisory
New York
$82
WWM
156
Wolff Wiese Magana
California
$66
AFG
157
Albion Financial Group
Utah
$66
SIS
158
Sound Income Strategies
Florida
$65
AssetMark Inc
159
AssetMark Inc
California
$65
SWA
160
SOA Wealth Advisors
New York
$65
CA
161
CoreCap Advisors
Michigan
$65
Jones Financial Companies
162
Jones Financial Companies
Missouri
$50
CFD
163
Creative Financial Designs
Indiana
$49
TC
164
Truvestments Capital
Florida
$49
SWP
165
Strategic Wealth Partners
Ohio
$39
CTA
166
Colonial Trust Advisors
South Carolina
$33
VFM
167
Vision Financial Markets
Connecticut
$33
AWM
168
AllSquare Wealth Management
New York
$33
FCMT
169
Founders Capital Management (Texas)
Texas
$33
GEA
170
Glen Eagle Advisors
New Jersey
$33
CA
171
Clearstead Advisors
Ohio
$33
PWMG
172
Prestige Wealth Management Group
New Jersey
$17
EAM
173
Eukles Asset Management
Ohio
$16
FGA
174
Fortis Group Advisors
New Jersey
$16
PA
175
Pineridge Advisors
Missouri
$16