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The RMR Group

173 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, 58 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
$1.03M
Puts
$237K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
151
North Star Investment Management
Illinois
$126
GSWM
152
Golden State Wealth Management
California
$126
BCWM
153
Bartlett & Co Wealth Management
Ohio
$126
BWAM
154
Boyd Watterson Asset Management
Ohio
$94
PTC
155
Private Trust Company
Ohio
$79
SPIA
156
Steward Partners Investment Advisory
New York
$79
AFG
157
Albion Financial Group
Utah
$63
AssetMark Inc
158
AssetMark Inc
California
$63
WWM
159
Wolff Wiese Magana
California
$63
CA
160
CoreCap Advisors
Michigan
$63
SIS
161
Sound Income Strategies
Florida
$59
Jones Financial Companies
162
Jones Financial Companies
Missouri
$48
TC
163
Truvestments Capital
Florida
$47
SWP
164
Strategic Wealth Partners
Ohio
$37
VFM
165
Vision Financial Markets
Connecticut
$32
CTA
166
Colonial Trust Advisors
South Carolina
$31
GEA
167
Glen Eagle Advisors
New Jersey
$31
FCMT
168
Founders Capital Management (Texas)
Texas
$31
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$16
PA
170
Pineridge Advisors
Missouri
$16
FGA
171
Fortis Group Advisors
New Jersey
$16
PWMG
172
Prestige Wealth Management Group
New Jersey
$16
EAM
173
Eukles Asset Management
Ohio
$16
HF
174
HRT Financial
New York
XT
175
XTX Topco
Cayman Islands