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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
LWANC
526
Laurel Wealth Advisors (North Carolina)
North Carolina
$318K
EM
527
Excalibur Management
Massachusetts
$318K -$5.89K -50 -2%
FPL
528
Fortress Private Ledger
North Carolina
$317K
SIC
529
Shoker Investment Counsel
Ohio
$317K
CP
530
Canopy Partners
Ohio
$316K -$2.12K -18 -0.6%
DWM
531
Drive Wealth Management
Utah
$316K -$14K -119 -4%
CIS
532
Custom Index Systems
New York
$313K +$19.2K +163 +6%
DS
533
DRW Securities
Illinois
$310K -$11.7K -99 -4%
GIS
534
Grayhawk Investment Strategies
Alberta, Canada
$310K
BB
535
Berkshire Bank
Massachusetts
$309K +$24.8K +211 +8%
DAS
536
Dynamic Advisor Solutions
Arizona
$306K -$23.3K -198 -7%
PPWM
537
Paragon Private Wealth Management
Kentucky
$305K +$25.7K +218 +9%
RTC
538
Riverview Trust Company
Washington
$299K
MWM
539
Modern Wealth Management
Kansas
$298K +$312K +2,647 New
HR
540
Howe & Rusling
New York
$298K
MA
541
McGrath & Associates
North Carolina
$297K -$11.2K -95 -3%
OFG
542
OmniStar Financial Group
North Carolina
$295K +$824 +7 +0.3%
CS
543
Cannell & Spears
New York
$294K
SAM
544
Shell Asset Management
Netherlands
$294K
PWP
545
Phillips Wealth Planners
Mississippi
$293K -$7.3K -62 -2%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$293K -$126K -1,073 -29%
HI
547
Harbour Investments
Wisconsin
$293K
KeyBank National Association
548
KeyBank National Association
Ohio
$287K -$97.9K -831 -25%
WT
549
Whittier Trust
California
$286K
PIMG
550
Patriot Investment Management Group
Tennessee
$284K

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.