RMR icon

The RMR Group

179 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$76K
Puts
$287K
Net Calls
Net Calls Change

Top Buyers

1 +$4.75M
2 +$2.08M
3 +$1.6M
4
Morgan Stanley
Morgan Stanley
New York
+$1.47M
5
N
Numerai
California
+$1.1M

Top Sellers

1 -$8.03M
2 -$5.98M
3 -$5.59M
4
BlackRock
BlackRock
New York
-$3.77M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$167
CT
152
Colonial Trust
South Carolina
$150
NSIM
153
North Star Investment Management
Illinois
$133
GSWM
154
Golden State Wealth Management
California
$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
WWM
159
Wolff Wiese Magana
California
$67
SWA
160
SOA Wealth Advisors
New York
$67
CA
161
CoreCap Advisors
Michigan
$67
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$67
AssetMark Inc
163
AssetMark Inc
California
$67
CFD
164
Creative Financial Designs
Indiana
$50
TC
165
Truvestments Capital
Florida
$50
CAWM
166
Capital A Wealth Management
Pennsylvania
$50
KTC
167
Kentucky Trust Company
Kentucky
$50
CTA
168
Colonial Trust Advisors
South Carolina
$50
VFM
169
Vision Financial Markets
Connecticut
$33
AWM
170
AllSquare Wealth Management
New York
$33
FCMT
171
Founders Capital Management (Texas)
Texas
$33
GEA
172
Glen Eagle Advisors
New Jersey
$33
DF
173
Dunhill Financial
United Kingdom
$19
EAM
174
Eukles Asset Management
Ohio
$17
PWMG
175
Prestige Wealth Management Group
New Jersey
$17