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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
MCM
276
Manchester Capital Management
Vermont
$809
PFBT
277
Parkside Financial Bank & Trust
Missouri
$722 -$199 -7 -22%
EWP
278
Elevation Wealth Partners
California
$665 -$313 -11 -32%
CFO
279
CVA Family Office
Colorado
$635
GFA
280
Godfrey Financial Associates
New York
$606 +$598 +21 New
TPCW
281
TD Private Client Wealth
New York
$578
PWA
282
Physician Wealth Advisors
Utah
$578 +$114 +4 +25%
UB
283
UMB Bank
Missouri
$578 +$399 +14 +233%
OC
284
Optima Capital
Oregon
$520 +$513 +18 New
SWM
285
Spire Wealth Management
Virginia
$520 +$513 +18 New
TM
286
Torren Management
California
$520 +$513 +18 New
PP
287
Pacifica Partners
Canada
$469
TFA
288
Transamerica Financial Advisors
Florida
$375 +$313 +11 +550%
SWM
289
SHP Wealth Management
Massachusetts
$347 +$342 +12 New
Nisa Investment Advisors
290
Nisa Investment Advisors
Missouri
$318 +$313 +11 New
QCG
291
Quadrant Capital Group
Ohio
$318 +$313 +11 New
T
292
Tidemark
California
$289
DPW
293
DiNuzzo Private Wealth
Pennsylvania
$260 -$57 -2 -18%
FFO
294
Fortitude Family Office
Arizona
$231 -$171 -6 -43%
IAS
295
IMA Advisory Services
Colorado
$173
FP
296
Financial Perspectives
Minnesota
$144
BHWM
297
Bay Harbor Wealth Management
Maryland
$144 +$28 +1 +25%
SPIA
298
Steward Partners Investment Advisory
New York
$87 -$8.48K -298 -99%
HIA
299
HFM Investment Advisors
New Jersey
$87 -$85 -3 -50%
LWANC
300
Laurel Wealth Advisors (North Carolina)
North Carolina
$87 +$85 +3 New