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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 %
PA
176
Pineridge Advisors
Missouri
$17 – – –
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$17 – – –
PWMG
178
Prestige Wealth Management Group
New Jersey
$17 – – –
SW
179
SVB Wealth
Massachusetts
$17 +$17 +1 New
Baird Financial Group
180
Baird Financial Group
Wisconsin
– -$1.54M -74,475 Closed
Arrowstreet Capital
181
Arrowstreet Capital
Massachusetts
– -$1.36M -65,796 Closed
Allspring Global Investments
182
Allspring Global Investments
North Carolina
– -$936K -45,341 Closed
UBS AM
183
UBS AM
Illinois
– -$874K -42,337 Closed
Swiss National Bank
184
Swiss National Bank
Switzerland
– -$581K -28,125 Closed
BCG
185
BayBridge Capital Group
California
– -$451K -21,827 Closed
CCM
186
Corsair Capital Management
New York
– -$335K -16,241 Closed
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
– -$178K -8,644 Closed
SG Americas Securities
188
SG Americas Securities
New York
– -$141K -6,832 Closed
Creative Planning
189
Creative Planning
Kansas
– -$32.5K -1,576 Closed
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
– -$28K -1,345 Closed
S
191
SignatureFD
Georgia
– -$12.9K -624 Closed
US Bancorp
192
US Bancorp
Minnesota
– -$2.83K -137 Closed
BBHC
193
Brown Brothers Harriman & Co
New York
– -$2.81K -136 Closed
RS
194
R Squared
Hong Kong
– -$1.03K -50 Closed
PWA
195
Physician Wealth Advisors
Utah
– -$785 -38 Closed
CA
196
Clearstead Advisors
Ohio
– -$599 -29 Closed
SIM
197
Studio Investment Management
Illinois
– -$537 -26 Closed
HI
198
Harbour Investments
Wisconsin
– -$124 -6 Closed
CTC
199
Central Trust Company
Missouri
– -$124 -6 Closed
YP
200
YANKCOM Partnership
South Dakota
– -$83 -4 Closed
5 6 7
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