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Royal Bank of Canada

765 hedge funds and large institutions have $71.9B invested in Royal Bank of Canada in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 282 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 239

16% more call options, than puts

Call options by funds: $748M | Put options by funds: $644M

0.28% more ownership

Funds ownership: 44.78%45.06% (+0.28%)

4% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 71

1% less funds holding

Funds holding: 776765 (-11)

6% less capital invested

Capital invested by funds: $76.5B → $71.9B (-$4.61B)

9% less funds holding in top 10

Funds holding in top 10: 5550 (-5)

Holders
765
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
10.26%
Holding in Top 10
50
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.09%
% of All Funds
0.67%
New
68
Increased
282
Reduced
239
Closed
71
Calls
$748M
Puts
$644M
Net Calls
+$105M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
351
Baird Financial Group
Wisconsin
$1.1M -$18.8K -160 -2%
ISWM
352
Independent Solutions Wealth Management
New York
$1.09M -$114K -964 -9%
AWM
353
Aprio Wealth Management
Georgia
$1.09M +$35.3K +300 +3%
LCM
354
Leisure Capital Management
California
$1.06M +$6.95K +59 +0.6%
SI
355
Stephens Inc
Arkansas
$1.06M -$105K -890 -9%
CI
356
Canerector Inc
Ontario, Canada
$1.05M
DCM
357
Donaldson Capital Management
Indiana
$1.04M -$119K -1,013 -10%
GVAG
358
Great Valley Advisor Group
Delaware
$1.04M -$148K -1,257 -12%
ONST
359
Old North State Trust
North Carolina
$1.03M
CPWA
360
Cerro Pacific Wealth Advisors
California
$1.03M +$5.18K +44 +0.5%
FFA
361
Farther Finance Advisors
California
$1.02M +$97.9K +831 +10%
WS
362
Wedbush Securities
California
$1.01M -$71.8K -610 -6%
ARG
363
Advisory Resource Group
Oklahoma
$997K +$52.5K +446 +5%
TL
364
Tradewinds LLC
North Carolina
$985K +$58.9K +500 +6%
FCBT
365
First Citizens Bank & Trust
North Carolina
$983K -$2.94K -25 -0.3%
OBAM
366
ODDO BHF Asset Management
France
$973K
SF
367
Summit Financial
New Jersey
$967K +$7.18K +61 +0.7%
BCV
368
Banque Cantonale Vaudoise
Switzerland
$964K +$1.01M +8,563 New
WIA
369
World Investment Advisors
California
$963K +$122K +1,032 +14%
DB
370
Danske Bank
Denmark
$950K +$83.8K +712 +9%
PFA
371
Pathway Financial Advisers
Indiana
$948K +$52.2K +443 +6%
CG
372
Caprock Group
Idaho
$947K +$132K +1,125 +15%
MC
373
Moors & Cabot
Massachusetts
$941K
MFG
374
Merit Financial Group
Georgia
$926K -$50.6K -430 -5%
MWM
375
Modera Wealth Management
New Jersey
$919K -$89.1K -757 -8%

RY Hedge Fund Activity: Q1 2025 in Review

765 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2025, worth a combined $71.9B — down 6% from $76.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of RY and 68 opened new positions — a net loss of 3 holders — while 239 trimmed existing stakes and 282 added.

The largest buyer was Goldman Sachs, adding an estimated $470M. The largest seller was Capital World Investors, cutting an estimated $687M.

  • 765 institutional investors held Royal Bank of Canada (RY) as of Q1 2025, down from 776 in Q4 2024.
  • Funds reported $71.9B of Royal Bank of Canada stock for Q1 2025, down 6% quarter-over-quarter.
  • 68 funds opened new Royal Bank of Canada positions in Q1 2025 and 71 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q1 2025 was Goldman Sachs, an estimated $470M added.
  • The largest Royal Bank of Canada seller in Q1 2025 was Capital World Investors, an estimated $687M sold.

Based on aggregated 13F filings for Q1 2025.