RMR icon

The RMR Group

178 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: $ → $

1% less funds holding

Funds holding: 179178 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
178
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
GRP
151
Global Retirement Partners
California
$133
NSIM
152
North Star Investment Management
Illinois
$131
GSWM
153
Golden State Wealth Management
California
$131
BWAM
154
Boyd Watterson Asset Management
Ohio
$114
PTC
155
Private Trust Company
Ohio
$82
SPIA
156
Steward Partners Investment Advisory
New York
$82
AFG
157
Albion Financial Group
Utah
$66
WWM
158
Wolff Wiese Magana
California
$66
SIS
159
Sound Income Strategies
Florida
$65
CA
160
CoreCap Advisors
Michigan
$65
AssetMark Inc
161
AssetMark Inc
California
$65
SWA
162
SOA Wealth Advisors
New York
$65
Jones Financial Companies
163
Jones Financial Companies
Missouri
$50
CFD
164
Creative Financial Designs
Indiana
$49
TC
165
Truvestments Capital
Florida
$49
SWP
166
Strategic Wealth Partners
Ohio
$39
CTA
167
Colonial Trust Advisors
South Carolina
$33
VFM
168
Vision Financial Markets
Connecticut
$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
CA
172
Clearstead Advisors
Ohio
$33
PWMG
173
Prestige Wealth Management Group
New Jersey
$17
EAM
174
Eukles Asset Management
Ohio
$16
FGA
175
Fortis Group Advisors
New Jersey
$16