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The RMR Group
RMR

177 hedge funds and large institutions have $180M invested in The RMR Group in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $237K

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 179 → 177 (-2)

1.98% less ownership

Funds ownership: 74.23% → 72.24% (-2%)

6% less capital invested

Capital invested by funds: $193M → $180M (-$12.5M)

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
60
Reduced
41
Closed
19
Calls
$1.03M
Puts
$237K
Net Calls
+$790K
Net Calls Change
+$715K

Top Buyers

1
N
Nuveen
North Carolina
+$1.67M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.44M
3
Morgan Stanley
Morgan Stanley
New York
+$1.25M
4
GCP
GSA Capital Partners
United Kingdom
+$851K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$730K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.69M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
3
Millennium Management
Millennium Management
New York
-$1.38M
4
Bank of America
Bank of America
North Carolina
-$983K
5
Citadel Advisors
Citadel Advisors
Florida
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
151
HM Payson & Co
Maine
$158 – – –
CT
152
Colonial Trust
South Carolina
$142 – – –
GRP
153
Global Retirement Partners
California
$128 – – –
GSWM
154
Golden State Wealth Management
California
$126 – – –
NSIM
155
North Star Investment Management
Illinois
$126 – – –
BCWM
156
Bartlett & Co Wealth Management
Ohio
$126 +$134 +8 New
BWAM
157
Boyd Watterson Asset Management
Ohio
$94 -$17 -1 -14%
PTC
158
Private Trust Company
Ohio
$79 – – –
SPIA
159
Steward Partners Investment Advisory
New York
$79 – – –
AFG
160
Albion Financial Group
Utah
$63 – – –
AssetMark Inc
161
AssetMark Inc
California
$63 – – –
CA
162
CoreCap Advisors
Michigan
$63 – – –
WWM
163
Wolff Wiese Magana
California
$63 – – –
SIS
164
Sound Income Strategies
Florida
$59 – – –
Jones Financial Companies
165
Jones Financial Companies
Missouri
$48 – – –
TC
166
Truvestments Capital
Florida
$47 – – –
SWP
167
Strategic Wealth Partners
Ohio
$37 – – –
VFM
168
Vision Financial Markets
Connecticut
$32 – – –
AWM
169
AllSquare Wealth Management
New York
$31 – – –
CTA
170
Colonial Trust Advisors
South Carolina
$31 – – –
FCMT
171
Founders Capital Management (Texas)
Texas
$31 – – –
GEA
172
Glen Eagle Advisors
New Jersey
$31 – – –
EAM
173
Eukles Asset Management
Ohio
$16 – – –
FGA
174
Fortis Group Advisors
New Jersey
$16 – – –
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$16 – – –
4 5 6
7
8

RMR Hedge Fund Activity: Q3 2025 in Review

177 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2025, worth a combined $180M — down 6.5% from $193M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of RMR and 18 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 60 added.

The largest buyer was Nuveen, adding an estimated $1.67M. The largest seller was UBS Group, cutting an estimated $1.69M.

  • 177 institutional investors held The RMR Group (RMR) as of Q3 2025, down from 179 in Q2 2025.
  • Funds reported $180M of The RMR Group stock for Q3 2025, down 6.5% quarter-over-quarter.
  • 18 funds opened new The RMR Group positions in Q3 2025 and 19 closed out, a net change of -1 holder.
  • The largest The RMR Group buyer in Q3 2025 was Nuveen, an estimated $1.67M added.
  • The largest The RMR Group seller in Q3 2025 was UBS Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2025.