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The RMR Group
RMR

179 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

7% more funds holding

Funds holding: 168 → 179 (+11)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

4.02% less ownership

Funds ownership: 77.13% → 73.12% (-4%)

23% less capital invested

Capital invested by funds: $252M → $193M (-$59.3M)

74% less call options, than puts

Call options by funds: $76K | Put options by funds: $287K

Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
51
Reduced
48
Closed
22
Calls
$76K
Puts
$287K
Net Calls
-$211K
Net Calls Change
-$52K

Top Buyers

Rank Fund Capital Flow
1
NCM
Nantahala Capital Management
Connecticut
+$5.25M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.3M
3
GAMC
Garner Asset Management Corp
Texas
+$1.77M
4
Morgan Stanley
Morgan Stanley
New York
+$1.63M
5
N
Numerai
California
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$8.87M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$6.6M
3
RA
Royce & Associates
New York
-$6.17M
4
BlackRock
BlackRock
New York
-$4.17M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$167 +$184 +10 New
CT
152
Colonial Trust
South Carolina
$150 – – –
GSWM
153
Golden State Wealth Management
California
$133 – – –
NSIM
154
North Star Investment Management
Illinois
$133 – – –
BWAM
155
Boyd Watterson Asset Management
Ohio
$117 – – –
SIS
156
Sound Income Strategies
Florida
$100 – – –
SPIA
157
Steward Partners Investment Advisory
New York
$83 – – –
AFG
158
Albion Financial Group
Utah
$67 – – –
CA
159
CoreCap Advisors
Michigan
$67 – – –
SWA
160
SOA Wealth Advisors
New York
$67 – – –
WWM
161
Wolff Wiese Magana
California
$67 – – –
AssetMark Inc
162
AssetMark Inc
California
$67 +$74 +4 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$67 +$74 +4 New
CFD
164
Creative Financial Designs
Indiana
$50 -$110 -6 -67%
CAWM
165
Capital A Wealth Management
Pennsylvania
$50 – – –
CTA
166
Colonial Trust Advisors
South Carolina
$50 – – –
KTC
167
Kentucky Trust Company
Kentucky
$50 – – –
TC
168
Truvestments Capital
Florida
$50 – – –
AWM
169
AllSquare Wealth Management
New York
$33 – – –
FCMT
170
Founders Capital Management (Texas)
Texas
$33 – – –
GEA
171
Glen Eagle Advisors
New Jersey
$33 – – –
VFM
172
Vision Financial Markets
Connecticut
$33 – – –
DF
173
Dunhill Financial
United Kingdom
$19 – – –
EAM
174
Eukles Asset Management
Ohio
$17 -$18 -1 -50%
FGA
175
Fortis Group Advisors
New Jersey
$17 – – –
5 6
7
8 9

RMR Hedge Fund Activity: Q1 2025 in Review

179 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2025, worth a combined $193M — down 23% from $252M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RMR positions and 22 closed out — a net gain of 13 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $5.25M. The largest seller was Invesco, cutting an estimated $8.87M.

  • 179 institutional investors held The RMR Group (RMR) as of Q1 2025, up from 168 in Q4 2024.
  • Funds reported $193M of The RMR Group stock for Q1 2025, down 23% quarter-over-quarter.
  • 35 funds opened new The RMR Group positions in Q1 2025 and 22 closed out, a net change of +13 holders.
  • The largest The RMR Group buyer in Q1 2025 was Nantahala Capital Management, an estimated $5.25M added.
  • The largest The RMR Group seller in Q1 2025 was Invesco, an estimated $8.87M sold.

Based on aggregated 13F filings for Q1 2025.