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RingCentral

306 hedge funds and large institutions have $2.39B invested in RingCentral in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

5.87% more ownership

Funds ownership: 103.54%109.42% (+5.9%)

1% more capital invested

Capital invested by funds: $2.37B → $2.39B (+$24.3M)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

3% less funds holding

Funds holding: 317306 (-11)

16% less call options, than puts

Call options by funds: $18M | Put options by funds: $21.4M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
306
Holders Change
-11
Holders Change %
-3.47%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
49
Increased
127
Reduced
92
Closed
51
Calls
$18M
Puts
$21.4M
Net Calls
-$3.39M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$3.98K +$3.16K +111 +411%
CA
252
Clearstead Advisors
Ohio
$3.18K -$513 -18 -14%
CYG
253
Clean Yield Group
Vermont
$2.89K
CA
254
CoreCap Advisors
Michigan
$2.89K
NA
255
NewEdge Advisors
Louisiana
$2.89K
CIA
256
Cape Investment Advisory
Georgia
$2.71K +$2.68K +94 New
RFP
257
Root Financial Partners
California
$2.69K -$28 -1 -1%
MCM
258
MAI Capital Management
Ohio
$2.66K +$1.65K +58 +171%
KG
259
Kilter Group
New York
$2.17K -$199 -7 -9%
OP
260
ORG Partners
Indiana
$1.82K +$1.79K +63 New
AssetMark Inc
261
AssetMark Inc
California
$1.73K +$313 +11 +22%
SS
262
Sunbelt Securities
Texas
$1.73K +$1.2K +42 +233%
BFS
263
Bare Financial Services
Pennsylvania
$1.73K +$1.25K +44 +275%
CFFP
264
Center for Financial Planning
Michigan
$1.59K
S
265
Sachetta
Massachusetts
$1.5K
WA
266
WPG Advisers
Maryland
$1.3K +$28 +1 +2%
SAG
267
SageView Advisory Group
California
$1.3K +$1.28K +45 New
DWM
268
Darwin Wealth Management
Florida
$1.27K
SAM
269
Smartleaf Asset Management
Massachusetts
$1.23K
MCM
270
MV Capital Management
Maryland
$1.19K +$28 +1 +3%
PMAM
271
Picton Mahoney Asset Management
Ontario, Canada
$1.16K -$877K -30,815 -100%
Toronto Dominion Bank
272
Toronto Dominion Bank
Ontario, Canada
$1.13K +$1.11K +39 New
JWA
273
JFS Wealth Advisors
Pennsylvania
$1.07K -$70.6K -2,481 -99%
RIAS
274
Rachor Investment Advisory Services
Michigan
$1.04K +$1.02K +36 New
EW
275
Elyxium Wealth
California
$953 +$940 +33 New