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RingCentral

293 hedge funds and large institutions have $2.13B invested in RingCentral in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 82 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-12
Holders Change %
-3.93%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
124
Reduced
82
Closed
52
Calls
$15.4M
Puts
$15.1M
Net Calls
+$298K
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
251
Mather Group
Illinois
$3.54K
SW
252
SVB Wealth
Massachusetts
$3.34K +$3.34K +135 New
FFA
253
Farther Finance Advisors
California
$3.22K +$2.54K +100 +370%
NA
254
NewEdge Advisors
Louisiana
$2.97K +$2.97K +120 New
AF
255
Advisornet Financial
Minnesota
$2.5K +$2.5K +101 New
CYG
256
Clean Yield Group
Vermont
$2.48K
CA
257
CoreCap Advisors
Michigan
$2.48K
CIA
258
Cape Investment Advisory
Georgia
$2.33K
HWM
259
Hemington Wealth Management
Virginia
$2K -$148 -8 -7%
EWA
260
EverSource Wealth Advisors
Alabama
$1.63K -$5.1K -206 -76%
W
261
WealthCollab
Washington
$1.59K -$3.17K -128 -67%
DWM
262
Darwin Wealth Management
Florida
$1.54K
CFFP
263
Center for Financial Planning
Michigan
$1.36K
QC
264
Quent Capital
New York
$1.31K +$74 +3 +6%
SAM
265
Smartleaf Asset Management
Massachusetts
$1.28K -$3.78K -148 -75%
PMAM
266
Picton Mahoney Asset Management
Ontario, Canada
$1K -$15.6K -622 -94%
WA
267
WPG Advisers
Maryland
$990 +$767 +31 +344%
AF
268
Allworth Financial
California
$951 +$951 +38 New
BIA
269
Bell Investment Advisors
California
$793
TWD
270
True Wealth Design
Ohio
$619 -$14.4K -580 -96%
RWPA
271
Richard W. Paul & Associates
Michigan
$569 -$223 -9 -28%
JWA
272
JFS Wealth Advisors
Pennsylvania
$520 -$297 -12 -36%
UB
273
UMB Bank
Missouri
$520
CIAM
274
Caitong International Asset Management
Hong Kong
$495 -$371 -15 -43%
PP
275
Pacifica Partners
Canada
$413