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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
FCAS
676
First Command Advisory Services
Texas
$51.9K
CSPIA
677
Cary Street Partners Investment Advisory
Virginia
$51.2K +$51.1K +434 +2,170%
OAJ
678
Ogorek Anthony Joseph
New York
$47K
MMCM
679
Murphy & Mullick Capital Management
New York
$46.6K
CWP
680
Concord Wealth Partners
Virginia
$46.4K
CAL
681
Capital Advisors Ltd
Ohio
$46K
JWA
682
JFS Wealth Advisors
Pennsylvania
$45.7K -$9.54K -81 -17%
HFS
683
Hopwood Financial Services
Virginia
$45.1K -$11.8K -100 -20%
WF
684
Wayfinding Financial
Washington
$45K +$47.9K +407 New
CCM
685
Coldstream Capital Management
Washington
$43.3K +$45.2K +384 New
CSC
686
Caldwell Sutter Capital
California
$42.3K
HCM
687
Hollencrest Capital Management
California
$41.5K
AF
688
Advisornet Financial
Minnesota
$41.5K +$21K +178 +94%
BBPWM
689
Blue Bell Private Wealth Management
Pennsylvania
$38.9K
PPC
690
Park Place Capital
Alabama
$38.8K
CFB
691
Cullen/Frost Bankers
Texas
$38.8K +$30.3K +257 +295%
FMP
692
Financial Management Professionals
Texas
$37.9K -$10.6K -90 -21%
RFS
693
Richardson Financial Services
Massachusetts
$35.6K +$1.18K +10 +3%
CBT
694
Crews Bank & Trust
Florida
$34K
BCWM
695
Bartlett & Co Wealth Management
Ohio
$33.8K
JGIA
696
Jackson Grant Investment Advisers
Connecticut
$33.5K
DAM
697
Delta Asset Management
Tennessee
$32.1K -$1.77K -15 -5%
CIAM
698
Caitong International Asset Management
Hong Kong
$32.1K +$33.6K +285 New
CAL
699
Capital Analysts LLC
Pennsylvania
$30K +$236 +2 +0.8%
OIA
700
Optimum Investment Advisors
Illinois
$29.9K

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.