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The RMR Group
RMR

179 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $242K | Put options by funds: $167K

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

1.11% more ownership

Funds ownership: 73.12% → 74.23% (+1.1%)

0% more funds holding

Funds holding: 179 → 179 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0% less capital invested

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

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
179
Holders Change
–
Holders Change %
0%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
58
Reduced
47
Closed
23
Calls
$242K
Puts
$167K
Net Calls
+$75K
Net Calls Change
+$286K

Top Buyers

Rank Fund Capital Flow
1
NCM
Nantahala Capital Management
Connecticut
+$6.31M
2
Morgan Stanley
Morgan Stanley
New York
+$1.98M
3
N
Numerai
California
+$1.55M
4
UBS Group
UBS Group
Switzerland
+$1.26M
5
Bank of America
Bank of America
North Carolina
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.79M
2
RA
Royce & Associates
New York
-$1.69M
3
BlackRock
BlackRock
New York
-$955K
4
Citadel Advisors
Citadel Advisors
Florida
-$927K
5
GAMC
Garner Asset Management Corp
Texas
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
151
Colonial Trust
South Carolina
$147 – – –
GRP
152
Global Retirement Partners
California
$133 +$123 +8 New
GSWM
153
Golden State Wealth Management
California
$131 – – –
NSIM
154
North Star Investment Management
Illinois
$131 – – –
BWAM
155
Boyd Watterson Asset Management
Ohio
$114 – – –
PTC
156
Private Trust Company
Ohio
$82 -$153 -10 -67%
SPIA
157
Steward Partners Investment Advisory
New York
$82 – – –
AFG
158
Albion Financial Group
Utah
$66 – – –
WWM
159
Wolff Wiese Magana
California
$66 – – –
SIS
160
Sound Income Strategies
Florida
$65 -$31 -2 -33%
AssetMark Inc
161
AssetMark Inc
California
$65 – – –
CA
162
CoreCap Advisors
Michigan
$65 – – –
SWA
163
SOA Wealth Advisors
New York
$65 – – –
Jones Financial Companies
164
Jones Financial Companies
Missouri
$50 +$46 +3 New
CFD
165
Creative Financial Designs
Indiana
$49 – – –
TC
166
Truvestments Capital
Florida
$49 – – –
SWP
167
Strategic Wealth Partners
Ohio
$39 +$31 +2 New
CTA
168
Colonial Trust Advisors
South Carolina
$33 -$15 -1 -33%
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 – – –
CA
173
Clearstead Advisors
Ohio
$33 +$31 +2 New
PWMG
174
Prestige Wealth Management Group
New Jersey
$17 – – –
EAM
175
Eukles Asset Management
Ohio
$16 – – –
5 6
7
8 9

RMR Hedge Fund Activity: Q2 2025 in Review

179 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2025, worth a combined $193M — down 0.13% from $193M a quarter earlier.

Fund positioning in RMR was balanced in Q2 2025: 23 funds opened new positions, 23 closed out, 58 added to existing stakes and 47 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $6.31M. The largest seller was Vanguard Group, cutting an estimated $4.79M.

  • 179 institutional investors held The RMR Group (RMR) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $193M of The RMR Group stock for Q2 2025, down 0.13% quarter-over-quarter.
  • 23 funds opened new The RMR Group positions in Q2 2025 and 23 closed out, a net change of 0 holders.
  • The largest The RMR Group buyer in Q2 2025 was Nantahala Capital Management, an estimated $6.31M added.
  • The largest The RMR Group seller in Q2 2025 was Vanguard Group, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2025.