RMR icon

The RMR Group
RMR

Overview Fund Activity

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
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
50
Reduced
48
Closed
22
Calls
$76K
Puts
$287K
Net Calls
-$211K
Net Calls Change
-$52K

Top Buyers

1
NCM
Nantahala Capital Management
Connecticut
+$4.75M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.08M
3
GAMC
Garner Asset Management Corp
Texas
+$1.6M
4
Morgan Stanley
Morgan Stanley
New York
+$1.47M
5
N
Numerai
California
+$1.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$8.03M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.98M
3
RA
Royce & Associates
New York
-$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 		Shares
Change %
QCG
151
Quadrant Capital Group
Ohio
$167 +$167 +10 New
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 – – –
WWM
158
Wolff Wiese Magana
California
$67 – – –
AFG
159
Albion Financial Group
Utah
$67 – – –
SWA
160
SOA Wealth Advisors
New York
$67 – – –
CA
161
CoreCap Advisors
Michigan
$67 – – –
AssetMark Inc
162
AssetMark Inc
California
$67 +$67 +4 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$67 +$67 +4 New
CFD
164
Creative Financial Designs
Indiana
$50 -$100 -6 -67%
KTC
165
Kentucky Trust Company
Kentucky
$50 – – –
CTA
166
Colonial Trust Advisors
South Carolina
$50 – – –
CAWM
167
Capital A Wealth Management
Pennsylvania
$50 – – –
TC
168
Truvestments Capital
Florida
$50 – – –
FCMT
169
Founders Capital Management (Texas)
Texas
$33 – – –
GEA
170
Glen Eagle Advisors
New Jersey
$33 – – –
VFM
171
Vision Financial Markets
Connecticut
$33 – – –
AWM
172
AllSquare Wealth Management
New York
$33 – – –
DF
173
Dunhill Financial
United Kingdom
$19 – – –
EAM
174
Eukles Asset Management
Ohio
$17 -$17 -1 -50%
FGA
175
Fortis Group Advisors
New Jersey
$17 – – –
5 6
7
8 9