| 4 | First Trust Capital Management L.P. | 515K | $5.7M | 0.0% | 3.427% | 0.33% |
| 5 | DEUTSCHE BANK AG\ | 240K | $2.6M | -1.2% | 1.599% | 0.00% |
| 6 | AQR Arbitrage LLC | 170K | $1.9M | +0.8% | 1.136% | 0.03% |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 132K | $1.5M | -1.8% | 0.880% | 0.01% |
| 8 | Polar Asset Management Partners Inc. | 50K | $552K | 0.0% | 0.333% | 0.01% |
| 9 | Clear Street Group Inc. | 17K | $192K | +25.5% | 0.116% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 16K | $179K | 0.0% | 0.108% | 0.00% |
| 11 | MORGAN STANLEY | 669 | $7K | +768.8% | 0.005% | 0.00% |
| 12 | GLAZER CAPITAL, LLC | 40K | $441 | -58.6% | 0.266% | 0.01% |
| 13 | Kepos Capital LP | 29K | $320 | 0.0% | 0.194% | 0.44% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RFAI — a direct measure of their conviction.
| 64.12% |
| 0.15 pp |
| $92M |
| +1.3% |
| Q4 2024 | 35 | +13% | 64.27% | +0.75 pp | $90M | +2.0% |
| Q3 2024 | 31 | — | 63.52% | — | $89M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
0 institutions opened new positions in RFAI during Q2 2026, while 2 fully exited. 9 added to existing positions and 4 trimmed.
RFAI institutional ownership fell by 0.44 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 100.0% of all reported 13F value in RFAI, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
RF Acquisition Corp II Ordinary Shares (RFAI) Institutional Ownership