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Royal Bank of Canada
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Overview Fund Activity

782 hedge funds and large institutions have $82.7B invested in Royal Bank of Canada in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 279 increasing their positions, 249 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+30
Holders Change %
+3.99%
% of All Funds
10.48%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.74%
New
87
Increased
279
Reduced
249
Closed
45
Calls
$1.03B
Puts
$762M
Net Calls
+$269M
Net Calls Change
+$164M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$696M
2
Goldman Sachs
Goldman Sachs
New York
+$337M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$330M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$321M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$255M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$786M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$452M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$432M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$415M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$411M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
401
Integrated Wealth Concepts
Massachusetts
$844K +$42.2K +321 +5%
WG
402
Welch Group
Alabama
$842K +$1.71K +13 +0.2%
Jones Financial Companies
403
Jones Financial Companies
Missouri
$840K +$195K +1,502 +30%
PAG
404
Private Advisor Group
New Jersey
$833K +$269K +2,045 +48%
WCA
405
Westover Capital Advisors
Delaware
$830K -$11.8K -90 -1%
NERM
406
New England Research & Management
Illinois
$829K +$829K +6,300 New
FFM
407
Forum Financial Management
Illinois
$829K -$24.9K -189 -3%
OPTFSNA
408
Old Point Trust & Financial Services N A
Virginia
$829K – – –
FNT
409
First National Trust
Pennsylvania
$822K – – –
TI
410
TrueMark Investments
Illinois
$820K +$127K +966 +18%
WCAMG
411
Woodard & Company Asset Management Group
North Carolina
$819K – – –
PP
412
Patten & Patten
Tennessee
$800K – – –
RB
413
Rodgers Brothers
Pennsylvania
$796K – – –
TT
414
TI-Trust
Illinois
$789K – – –
CT
415
Colonial Trust
South Carolina
$783K -$1.64M -12,497 -68%
VCM
416
Versant Capital Management
Arizona
$777K +$30.9K +235 +4%
IC
417
Iconiq Capital
California
$768K -$122K -924 -14%
SWP
418
Sagespring Wealth Partners
Tennessee
$759K +$438K +3,332 +137%
SW
419
Simplicity Wealth
New Jersey
$745K +$745K +5,660 New
LWAM
420
Legacy Wealth Asset Management
Minnesota
$743K +$789 +6 +0.1%
AG
421
Ascent Group
Virginia
$742K +$78.4K +596 +12%
JMFC
422
J.M. Forbes & Co
Massachusetts
$737K – – –
DS
423
DRW Securities
Illinois
$727K +$275K +1,648 +61%
KCM
424
Kathmere Capital Management
Pennsylvania
$720K +$126K +960 +21%
SBF
425
Sara-Bay Financial
Florida
$715K -$6.31K -48 -0.9%
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