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Royal Bank of Canada

831 hedge funds and large institutions have $90B invested in Royal Bank of Canada in 2025 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 299 increasing their positions, 245 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 55

30% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $869M

22% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 245

11% more funds holding in top 10

Funds holding in top 10: 5763 (+6)

8% more capital invested

Capital invested by funds: $83B → $90B (+$6.97B)

4% more funds holding

Funds holding: 799831 (+32)

1.24% less ownership

Funds ownership: 44.6%43.36% (-1.2%)

Holders
831
Holders Change
+32
Holders Change %
+4.01%
% of All Funds
10.91%
Holding in Top 10
63
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.53%
% of All Funds
0.83%
New
95
Increased
299
Reduced
245
Closed
55
Calls
$1.13B
Puts
$869M
Net Calls
+$265M
Net Calls Change
-$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
676
San Luis Wealth Advisors
California
$217K +$203K +1,471 New
AWM
677
Accel Wealth Management
Iowa
$215K -$15.6K -113 -7%
EGWAG
678
Elwood & Goetz Wealth Advisory Group
Georgia
$215K +$201K +1,457 New
CD
679
Chapin Davis
Maryland
$214K +$200K +1,450 New
FHC
680
First Heartland Consultants
Missouri
$214K +$200K +1,450 New
BAM
681
Belpointe Asset Management
Nevada
$212K +$199K +1,441 New
FCA
682
Fortis Capital Advisors
Kansas
$212K +$199K +1,441 New
WIM
683
Westside Investment Management
California
$212K +$30.2K +219 +18%
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$212K +$5.93K +43 +3%
SWA
685
SOA Wealth Advisors
New York
$211K
JCM
686
Jacobi Capital Management
Pennsylvania
$211K +$197K +1,431 New
CT
687
Caldwell Trust
Florida
$210K +$827 +6 +0.4%
BFS
688
BridgePort Financial Solutions
Iowa
$210K +$197K +1,427 New
NF
689
Nikulski Financial
Iowa
$208K +$195K +1,411 New
KP
690
Keel Point
Alabama
$207K +$194K +1,408 New
APP
691
Avantax Planning Partners
Iowa
$207K +$194K +1,408 New
SCM
692
Stevens Capital Management
Pennsylvania
$207K +$194K +1,407 New
NL
693
NWAM LLC
Washington
$206K -$20.7K -150 -10%
WCM
694
Washington Capital Management
Washington
$206K +$193K +1,400 New
MA
695
Mutual Advisors
Nebraska
$204K -$111K -802 -37%
PAS
696
Parsonex Advisory Services
Colorado
$203K +$190K +1,378 New
PFS
697
Physicians Financial Services
North Carolina
$203K +$190K +1,379 New
BO
698
Bank OZK
Arkansas
$202K +$189K +1,373 New
EA
699
Echo45 Advisors
California
$202K +$189K +1,372 New
FLPIM
700
F.L. Putnam Investment Management
Massachusetts
$202K -$25.9K -188 -12%