Rocky Mountain Choc FactRMCF
13F holders, Q1 2025 (March 31)25holders +2
3new positions
1sold out
1famous investor
$1.22avg. 13F price*
At the end of Q1 2025, 25 institutions reported holding Rocky Mountain Choc Fact Inc. (RMCF) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Global Value Investment Corp. ($2.2M), Renaissance Technologies ($379K) and Vanguard Group Inc. ($276K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Rocky Mountain Choc Fact Inc.
- CUSIP
- 77467X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $33K |
| Exits | 1 | $27K |
All 13F filers, Q4 2024 → Q1 2025: 124,000 shares bought and 693,565 shares sold, net −569,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Global Value Investment Corp. | 2.82% | Add +0.3% | 1,785,691 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -1.0% | 311,023 | $379K |
| Vanguard Group Inc. | 0.00% | No change | 226,119 | $276K |
| UBS Group AG | 0.00% | Reduce -9.7% | 154,348 | $188K |
| Wealthedge Investment Advisors, LLC | 0.07% | Add +208.5% | 121,582 | $148K |
| Dimensional Fund Advisors LP | 0.00% | No change | 101,637 | $124K |
| Geode Capital Management, LLC | 0.00% | Add +8.8% | 51,447 | $63K |
| Leverty Financial Group, LLC | 0.02% | No change | 40,371 | $49K |
| Allworth Financial LP | 0.00% | New | 23,500 | $32K |
| Bridgeway Capital Management, LLC | 0.00% | Add +16.6% | 24,566 | $30K |
| CacheTech Inc. | 0.00% | No change | 17,740 | $22K |
| Salvus Wealth Management, LLC | 0.01% | No change | 15,395 | $19K |
| 4WEALTH Advisors, Inc. | 0.02% | Reduce -85.0% | 13,950 | $17K |
| Redmond Asset Management, LLC | 0.00% | No change | 11,035 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +171.4% | 5,934 | $7K |
| Ridgewood Investments LLC | 0.00% | Reduce -60.0% | 2,976 | $4K |
| Morgan Stanley | 0.00% | No change | 1,224 | $1K |
| Citigroup Inc. | 0.00% | New | 1,017 | $1K |
| Comerica Bank | 0.00% | No change | 1,000 | $1K |
| FMR LLC | 0.00% | Reduce -99.9% | 669 | $816 |
| Bank of America Corp. | 0.00% | Add +1080.0% | 531 | $648 |
| Wells Fargo & Company | 0.00% | No change | 323 | $395 |
| AdvisorNet Financial, Inc | 0.00% | New | 21 | $25 |
| SBI Securities Co., Ltd. | 0.00% | Add +16.7% | 14 | $17 |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.0% | 4 | $5 |
"% of holder's portfolio" is RMCF's weight in each manager's 13F, not the share of Rocky Mountain Choc Fact Inc. the manager owns.