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

RBB FD INC (TMFG)

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

Smart Money Signals — TMFG

Based on 54 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added TMFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 93% of 3.0Y peak

93% of all-time peak

54 funds currently hold this stock — 93% of the 3.0-year high of 58 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding TMFG is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 60% buying

24 buying16 selling

Last quarter: 24 funds were net buyers (8 opened a brand new position + 16 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 10 → 4 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 35% medium ■ 20% new

24 out of 54 hedge funds have held TMFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +25% but shares only +9% — price-driven

Value

+25%

+9%

Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📊

Peak discovery — momentum slowing

10 → 10 → 10 → 4 → 8 new funds/Q

New funds entering each quarter: 10 → 10 → 4 → 8. TMFG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 20% 1-2yr ■ 30% new

Of 54 current holders: 27 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

9 of 54 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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	54	52	3.85%
13F Shares	687K	629K	9.38%
Total Value	$24M	$19M	25.37%
New Positions	8	4	+4
Increased Positions	16	6	+10
Closed Positions	6	10	-4
Reduced Positions	10	12	-2
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

3.85%

13F Shares

687K

629K

9.38%

Total Value

$24M

$19M

25.37%

New Positions

Increased Positions

+10

Closed Positions

-4

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

54 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 14 institutional holders of TMFG — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SageGuard Financial Group, LLC	0.10%	22,987	$650K
2	Wedmont Private Capital	0.03%	36,508	$1.1M
3	Key FInancial Inc	0.02%	3,975	$112K
4	Farther Finance Advisors, LLC	0.01%	24,631	$700K
5	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.01%	10,052	$284K
6	Pure Financial Advisors, LLC	0.00%	8,014	$226K
7	SJS Investment Consulting Inc.	0.00%	824	$23K
8	Costello Asset Management, INC	0.00%	190	$5K
9	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	43,954	$1.2M
10	Physician Wealth Advisors, Inc.	0.00%	233	$7K
11	NBC SECURITIES, INC.	0.00%	414	$12K
12	TRUIST FINANCIAL CORP	0.00%	17,806	$503K
13	Cambridge Investment Research Advisors, Inc.	0.00%	7,934	—
14	DHJJ Financial Advisors, Ltd.	0.00%	10	—

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 (TMFG)

What does the Smart Money Trend signal show for TMFG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TMFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TMFG?

More buyers than sellers — 60% buying: Last quarter: 24 funds were net buyers (8 opened a brand new position + 16 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TMFG holders?

Strong quality — 23% AUM from major funds: 9 of 54 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TMFG?

44% of holders stayed for 2+ years: 24 out of 54 hedge funds have held TMFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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 (TMFG)

Smart Money Signals — TMFG

Buying streak — 1 quarter in a row

High ownership — 93% of 3.0Y peak

Stable — ownership unchanged year-over-year

More buyers than sellers — 60% buying

Steady new buyers — ~8 new funds per quarter

44% of holders stayed for 2+ years

Value +25% but shares only +9% — price-driven

Peak discovery — momentum slowing

Deep conviction — 50% of holders stayed 2+ years

Strong quality — 23% AUM from major funds

Hedge Fund Ownership: TMFG

Market Analysis: TMFG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TMFG

Hedge Fund Positioning: TMFG

Statistics: TMFG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — RBB FD INC (TMFG)

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