Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BRC GROUP HOLDINGS INC COM (RILY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — RILY

Based on 72 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 47% of 3.0Y high

47% of all-time peak
Only 72 funds hold RILY today versus a peak of 153 funds at 2023 Q3 — just 47% 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.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold RILY compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

38 buying40 selling
Last quarter: 40 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 18 → 16 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
44 out of 72 hedge funds have held RILY 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.
💎

Buying through price weakness — shares -3%, value -26%

Value
-25%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~15 new funds/quarter

14 → 11 → 18 → 16 → 15 new funds/Q
New funds entering each quarter: 11 → 18 → 16 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 18% 1-2yr ■ 16% new
Of 80 current holders: 53 (66%) 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 — 34% AUM from major funds

34% from top-100 AUM funds
19 of 72 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — 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.

Institutional Sentiment Summary — RILY

In 2025 Q4, 38 hedge funds were net buyers of RILY (15 opened a new position, 23 added to an existing one), while 40 reduced or exited (25 trimmed, 15 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 34% of total institutional value in RILY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 72.

Hedge Fund Ownership: RILY

How many hedge funds hold RILY — quarterly history vs. share price
Quarterly hedge fund ownership of RILY vs. share price

Market Analysis: RILY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RILY

Financial Services Financial Conglomerates

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: RILY
2026 Q1 Stats Unlock in 7 days 80 + Investors

Track Smart Money conviction in RILY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 80 88 -9.09%
13F Shares 9M 9M -2.61%
Total Value $40M $54M -25.66%
New Positions 15 16 -1
Increased Positions 36 50 -14
Closed Positions 19 18 +1
Reduced Positions 40 38 +2
Total Calls 7 11 -36.36%
Total Puts 4 8 -50.0%
PUT/CALL Ratio 0.57 0.73 Bullish

Statistics: RILY

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

80 + investors

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

Top 25 institutional holders of RILY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DBA TRADING, LLC 11.74% 3,227,869 $23.6M
2 Straight Path Wealth Management 0.09% 43,800 $321K
3 B. Riley Wealth Advisors, Inc. 0.02% 49,020 $334K
4 GSA CAPITAL PARTNERS LLP 0.01% 25,784 —
5 Brooklyn Investment Group 0.00% 20,666 $151K
6 Allianz Asset Management GmbH 0.00% 589,723 $4.3M
7 FEDERATED HERMES, INC. 0.00% 329,445 $2.4M
8 Walleye Capital LLC 0.00% 37,800 $277K
9 Glass Jacobson Investment Advisors llc 0.00% 391 $3K
10 ROYCE & ASSOCIATES LP 0.00% 11,622 $85K
11 Sanctuary Advisors, LLC 0.00% 11,562 $85K
12 Walleye Capital LLC 0.00% 13,600 $100K
13 Farther Finance Advisors, LLC 0.00% 4,140 $28K
14 Walleye Trading LLC 0.00% 21,400 $157K
15 Fortitude Family Office, LLC 0.00% 152 $1K
16 JANE STREET GROUP, LLC 0.00% 232,475 $1.7M
17 Walleye Trading LLC 0.00% 17,455 $128K
18 NBC SECURITIES, INC. 0.00% 375 $3K
19 VANGUARD FIDUCIARY TRUST CO 0.00% 103,663 $759K
20 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 797,093 $5.8M
21 Russell Investments Group, Ltd. 0.00% 14,880 $109K
22 JANE STREET GROUP, LLC 0.00% 114,300 $837K
23 SBI Securities Co., Ltd. 0.00% 464 $3K
24 IMC-Chicago, LLC 0.00% 33,199 $243K
25 WELLS FARGO & COMPANY/MN 0.00% 57,006 $417K
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 — BRC GROUP HOLDINGS INC COM (RILY)

What does the Smart Money Trend signal show for RILY?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for RILY?

More sellers than buyers — 49% buying: Last quarter: 40 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RILY holders?

Strong quality — 34% AUM from major funds: 19 of 72 holders rank in the top 100 by AUM, accounting for 34% 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 RILY?

61% of holders stayed for 2+ years: 44 out of 72 hedge funds have held RILY 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.