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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
GWM
376
Geneos Wealth Management
Colorado
$897K +$519K +4,409 +124%
NCM
377
Novare Capital Management
North Carolina
$892K +$115K +978 +14%
SMA
378
Sage Mountain Advisors
Georgia
$878K -$50.8K -431 -5%
OCM
379
One Capital Management
California
$860K +$899K +7,635 New
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$860K -$112K -953 -11%
OWP
381
Obermeyer Wealth Partners
Colorado
$858K
NA
382
NewEdge Advisors
Louisiana
$841K +$2.47K +21 +0.3%
First Manhattan
383
First Manhattan
New York
$821K
MHI
384
Miller Howard Investments
New York
$809K -$56.8M -482,137 -99%
OC
385
Oppenheimer & Co
New York
$803K -$24K -204 -3%
TIA
386
Tandem Investment Advisors
South Carolina
$801K +$6.36K +54 +0.8%
FOA
387
Five Oceans Advisors
California
$785K -$134K -1,135 -14%
IC
388
Iconiq Capital
California
$762K -$120K -1,020 -13%
CCA
389
Checchi Capital Advisers
California
$753K +$70.4K +598 +10%
BFW
390
Brady Family Wealth
Missouri
$749K
RWA
391
River Wealth Advisors
Pennsylvania
$743K -$86.5K -735 -10%
VA
392
Vident Advisory
Georgia
$742K +$234K +1,985 +43%
EWM
393
EPG Wealth Management
Georgia
$740K +$35.9K +305 +5%
FFM
394
Forum Financial Management
Illinois
$731K -$1.31M -11,100 -63%
AG
395
Algert Global
California
$728K +$58.9K +500 +8%
ACA
396
Affinity Capital Advisors
California
$727K
WWMSC
397
Wagner Wealth Management (South Carolina)
South Carolina
$724K +$16.1K +137 +2%
UOTTAIMCU
398
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$722K +$754K +6,404 New
WCA
399
Westover Capital Advisors
Delaware
$722K -$118 -1 -0%
SC
400
Savant Capital
Illinois
$720K -$137K -1,166 -15%

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.