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Royalty Pharma

447 hedge funds and large institutions have $10.1B invested in Royalty Pharma in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 160 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $89M | Put options by funds: $34.2M

68% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 50

22% more capital invested

Capital invested by funds: $8.21B → $10.1B (+$1.84B)

7% more funds holding

Funds holding: 416447 (+31)

2.07% more ownership

Funds ownership: 72.43%74.49% (+2.1%)

7% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 149

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
447
Holders Change
+31
Holders Change %
+7.45%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
84
Increased
160
Reduced
149
Closed
50
Calls
$89M
Puts
$34.2M
Net Calls
+$54.8M
Net Calls Change
+$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
401
Thurston Springer Miller Herd & Titak
Indiana
$12.2K +$12.5K +393 New
SAM
402
Smartleaf Asset Management
Massachusetts
$11.7K +$4.66K +147 +65%
Q1WB
403
Quest 10 Wealth Builders
Virginia
$11.4K
LFG
404
Larson Financial Group
Missouri
$10.7K +$6.28K +198 +138%
AG
405
AmeriFlex Group
Nevada
$10.6K
AAP
406
Arax Advisory Partners
Colorado
$10.3K +$1.33K +42 +15%
IA
407
IFP Advisors
Florida
$10.2K -$5.42K -171 -34%
RTL
408
Red Tortoise LLC
Georgia
$10.1K -$1.2K -38 -11%
HI
409
Harbour Investments
Wisconsin
$8.11K -$2.63K -83 -24%
PA
410
Pineridge Advisors
Missouri
$7.84K +$63 +2 +0.8%
WT
411
Whittier Trust
California
$7.53K
WPA
412
Wealth Preservation Advisors
Tennessee
$6.54K +$6.66K +210 New
BTI
413
Blue Trust Inc
Georgia
$6.51K +$1.65K +52 +33%
PTC
414
Private Trust Company
Ohio
$6.41K
MCM
415
MAI Capital Management
Ohio
$6.29K -$190 -6 -3%
BWL
416
Bogart Wealth LLC
Virginia
$6.23K
BGAI
417
Bruce G. Allen Investments
Colorado
$5.32K -$602 -19 -10%
NC
418
NewSquare Capital
Pennsylvania
$5.26K
JSAM
419
J. Safra Asset Management
New York
$5.14K +$4.41K +139 +535%
CAL
420
Capital Advisors Ltd
Ohio
$5K
HFM
421
Harvest Fund Management
China
$5K +$4.69K +148 New
PS
422
Principal Securities
Iowa
$4.75K
UB
423
UMB Bank
Missouri
$4.67K +$254 +8 +6%
SCB
424
Saudi Central Bank
Saudi Arabia
$4.64K +$4.72K +149 New
SIC
425
SJS Investment Consulting
Ohio
$3.3K