RBB FD INC (RBIL): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

RBB FD INC (RBIL)

22 + Investors. Track Smart Money conviction in RBIL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — RBIL

Based on 22 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 3Q

For 1 consecutive quarter, more hedge funds reduced or closed their RBIL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 69% of 1.0Y high

69% of all-time peak

Only 22 funds hold RBIL today versus a peak of 32 funds at 2025 Q3 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

🔴

Heavy selling pressure — only 38% buying

12 buying20 selling

Last quarter: 20 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 17 → 8 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 82% entered in last year

■ 0% conviction (2yr+) ■ 18% medium ■ 82% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

17 → 8 → 5 new funds/Q

New funds entering each quarter: 17 → 8 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 22 current holders: 22 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds

3 of 22 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	22	32	-31.25%
13F Shares	475K	876K	-45.8%
Total Value	$24M	$44M	-45.81%
New Positions	5	8	-3
Increased Positions	7	9	-2
Closed Positions	15	6	+9
Reduced Positions	5	12	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-31.25%

13F Shares

475K

876K

-45.8%

Total Value

$24M

$44M

-45.81%

New Positions

-3

Increased Positions

-2

Closed Positions

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

22 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RBIL. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 17 institutional holders of RBIL — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rock Creek Group LLC	3.17%	624,707	$31.3M
2	BlackDiamond Wealth Management, LLC	0.84%	34,963	$1.8M
3	Crew Capital Management, Ltd	0.52%	15,649	$784K
4	Emerald Investment Advisers, LLC	0.25%	55,943	$2.8M
5	F/m Investments LLC	0.21%	63,646	$3.2M
6	Heck Capital Advisors, LLC	0.05%	14,634	$733K
7	Realta Investment Advisors	0.04%	2,500	$125K
8	Spinnaker Investment Group, LLC	0.04%	4,157	$208K
9	Formidable Asset Management, LLC	0.04%	5,100	$253K
10	Central Pacific Bank - Trust Division	0.03%	4,160	$208K
11	HARBOR INVESTMENT ADVISORY, LLC	0.01%	1,993	$100K
12	Steward Partners Investment Advisory, LLC	0.00%	17,291	$866K
13	Lido Advisors, LLC	0.00%	10,775	$540K
14	ENVESTNET ASSET MANAGEMENT INC	0.00%	48,803	$2.4M
15	LPL Financial LLC	0.00%	12,167	$609K
16	AE Wealth Management LLC	0.00%	19	—
17	UBS Group AG	0.00%	240	$12K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — RBB FD INC (RBIL)

What does the Smart Money Trend signal show for RBIL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RBIL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RBIL?

Heavy selling pressure — only 38% buying: Last quarter: 20 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for RBIL holders?

Smaller funds dominant — 9% AUM from top-100: 3 of 22 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RBIL?

Mostly new holders — 82% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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RBB FD INC (RBIL)

Smart Money Signals — RBIL

Selling streak — 1 quarter in a row

Below peak — only 69% of 1.0Y high

Heavy selling pressure — only 38% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 82% entered in last year

Saturation — most institutions already know this story

Early stage — 100% of holders entered in last year

Smaller funds dominant — 9% AUM from top-100

Institutional Sentiment Summary — RBIL

Hedge Fund Ownership: RBIL

Market Analysis: RBIL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RBIL

Hedge Fund Positioning: RBIL

Statistics: RBIL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — RBB FD INC (RBIL)

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