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RingCentral

340 hedge funds and large institutions have $3.17B invested in RingCentral in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 123 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

32% more capital invested

Capital invested by funds: $2.39B → $3.17B (+$770M)

23% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 100

11% more funds holding

Funds holding: 306340 (+34)

2.89% more ownership

Funds ownership: 109.42%112.31% (+2.9%)

40% less call options, than puts

Call options by funds: $19.9M | Put options by funds: $33.2M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
340
Holders Change
+34
Holders Change %
+11.11%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
123
Reduced
100
Closed
46
Calls
$19.9M
Puts
$33.2M
Net Calls
-$13.3M
Net Calls Change
-$9.89M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
301
Zions Bancorporation, National Association
Utah
$3.24K +$2.8K +87 New
TPWA
302
Twin Peaks Wealth Advisors
California
$3.16K +$2.74K +85 New
KFAS
303
Keating Financial Advisory Services
Kansas
$3.09K +$2.64K +82 +8,200%
PWA
304
Physician Wealth Advisors
Utah
$2.53K +$1.55K +48 +240%
JWM
305
JPL Wealth Management
Colorado
$2.46K +$2.13K +66 New
PFBT
306
Parkside Financial Bank & Trust
Missouri
$2.34K +$1.22K +38 +152%
TFA
307
Transamerica Financial Advisors
Florida
$2.19K +$1.48K +46 +354%
CFFP
308
Center for Financial Planning
Michigan
$2.05K
FFO
309
Fortitude Family Office
Arizona
$2.01K +$1.48K +46 +575%
MCM
310
MV Capital Management
Maryland
$1.93K +$354 +11 +27%
DWM
311
Darwin Wealth Management
Florida
$1.64K
OA
312
Operose Advisors
Wisconsin
$1.6K +$1.39K +43 New
SAM
313
Smartleaf Asset Management
Massachusetts
$1.52K
RIAS
314
Rachor Investment Advisory Services
Michigan
$1.34K
JWA
315
JFS Wealth Advisors
Pennsylvania
$1.3K -$64 -2 -5%
CAL
316
Capital Advisors Ltd
Ohio
$1K +$258 +8 +114%
RWM
317
Rialto Wealth Management
New York
$967 +$773 +24 +1,200%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$930 +$805 +25 New
SWM
319
SHP Wealth Management
Massachusetts
$893 +$387 +12 +100%
SVCP
320
Silicon Valley Capital Partners
California
$783 +$677 +21 New
GFA
321
Godfrey Financial Associates
New York
$781
HNB
322
Huntington National Bank
Ohio
$744 +$644 +20 New
CIAM
323
Caitong International Asset Management
Hong Kong
$669 +$580 +18 New
PP
324
Pacifica Partners
Canada
$632
SS
325
Sunbelt Securities
Texas
$595 -$1.42K -44 -73%