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The RMR Group

179 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

7% more funds holding

Funds holding: 168179 (+11)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

4.02% less ownership

Funds ownership: 77.13%73.12% (-4%)

23% less capital invested

Capital invested by funds: $252M → $193M (-$59.3M)

74% less call options, than puts

Call options by funds: $76K | Put options by funds: $287K

Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
51
Reduced
48
Closed
22
Calls
$76K
Puts
$287K
Net Calls
-$211K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$17
PA
177
Pineridge Advisors
Missouri
$17
PWMG
178
Prestige Wealth Management Group
New Jersey
$17
SW
179
SVB Wealth
Massachusetts
$17 +$18 +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
CTC
198
Central Trust Company
Missouri
-$124 -6 Closed
HI
199
Harbour Investments
Wisconsin
-$124 -6 Closed
YP
200
YANKCOM Partnership
South Dakota
-$83 -4 Closed

RMR Hedge Fund Activity: Q1 2025 in Review

179 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2025, worth a combined $193M — down 23% from $252M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RMR positions and 22 closed out — a net gain of 13 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $5.25M. The largest seller was Invesco, cutting an estimated $8.87M.

  • 179 institutional investors held The RMR Group (RMR) as of Q1 2025, up from 168 in Q4 2024.
  • Funds reported $193M of The RMR Group stock for Q1 2025, down 23% quarter-over-quarter.
  • 35 funds opened new The RMR Group positions in Q1 2025 and 22 closed out, a net change of +13 holders.
  • The largest The RMR Group buyer in Q1 2025 was Nantahala Capital Management, an estimated $5.25M added.
  • The largest The RMR Group seller in Q1 2025 was Invesco, an estimated $8.87M sold.

Based on aggregated 13F filings for Q1 2025.