RIV — RIVERNORTH OPPORTUNITIES FD
As of Q2 2026, 6 SEC-registered investment managers reported holding RIV (RIVERNORTH OPPORTUNITIES FD) in their latest 13F filings, with a combined reported value of $29.65M across 2.54M shares. That is -0.0% by share count (-483 shares) versus the previous quarter, while reported value moved +5.0%. Ownership is concentrated: the five largest holders account for 99.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
RIV is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.87M | $21.79M | 0.00% | Reduce |
| Bank of America Corp history | 331.85K | $3.87M | 0.00% | Add |
| Wells Fargo & Co history | 292.22K | $3.41M | 0.00% | Hold |
| UBS Group AG history | 21.71K | $253.10K | 0.00% | Hold |
| BlackRock Inc history | 15.37K | $179.25K | 0.00% | Hold |
| Citadel Advisors history | 12.97K | $151.26K | 0.00% | New |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.89M | $21.01M | 0.00% | Add |
| Bank of America Corp history | 322.25K | $3.58M | 0.00% | Add |
| Wells Fargo & Co history | 291.25K | $3.23M | 0.00% | Add |
| UBS Group AG history | 21.71K | $240.95K | 0.00% | Hold |
| BlackRock Inc history | 15.37K | $170.64K | 0.00% | Hold |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.73M | $20.34M | 0.00% | Reduce |
| Bank of America Corp history | 311.46K | $3.66M | 0.00% | Add |
| Wells Fargo & Co history | 276.79K | $3.25M | 0.00% | Add |
| UBS Group AG history | 21.71K | $254.84K | 0.00% | Add |
| BlackRock Inc history | 15.37K | $180.48K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.78M | $21.37M | 0.00% | Add |
| Wells Fargo & Co history | 256.55K | $3.08M | 0.00% | Reduce |
| Balyasny Asset Management history | 58.60K | $703.24K | 0.00% | New |
| Bank of America Corp history | 46.99K | $563.85K | 0.00% | Reduce |
| UBS Group AG history | 19.89K | $238.63K | 0.00% | Reduce |
| BlackRock Inc history | 2.76K | $33.17K | 0.00% | Reduce |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.77M | $21.66M | 0.00% | Hold |
| Morgan Stanley history | 1.77M | $21.66M | 0.00% | Hold |
| Wells Fargo & Co history | 257.87K | $3.16M | 0.00% | Reduce |
| Bank of America Corp history | 47.44K | $581.64K | 0.00% | Add |
| UBS Group AG history | 20.28K | $248.66K | 0.00% | Hold |
| BlackRock Inc history | 5.53K | $67.77K | 0.00% | New |
| BlackRock Inc history | 5.53K | $67.77K | 0.00% | New |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.77M | $20.85M | 0.00% | Add |
| Morgan Stanley history | 1.77M | $20.85M | 0.00% | Add |
| Wells Fargo & Co history | 265.23K | $3.13M | 0.00% | Add |
| Bank of America Corp history | 25.01K | $294.88K | 0.00% | Reduce |
| UBS Group AG history | 20.28K | $239.12K | 0.00% | Reduce |
New Positions (Q2 2026)
- Citadel Advisors 12.97K sh · $151.26K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.87M | 1.89M | 1.73M | 1.78M | 1.77M | 1.77M | 1.68M | 1.71M | 1.65M | 1.60M | 1.52M | 1.58M | 1.56M | 1.47M | 1.40M | 1.39M | 1.37M | 1.30M | 969.32K | 1.12M |
| Bank of America Corp | 331.85K | 322.25K | 311.46K | 46.99K | 47.44K | 25.01K | 37.65K | 123.13K | 211.02K | 263.32K | 271.32K | 218.81K | 205.95K | 202.81K | 114.60K | 53.67K | 56.63K | 16.71K | 17.26K | 24.92K |
| Wells Fargo & Co | 292.22K | 291.25K | 276.79K | 256.55K | 257.87K | 265.23K | 231.72K | 227.43K | 235.32K | 201.08K | 177.13K | 185.66K | 182.20K | 155.57K | 128.68K | 43.03K | 41.53K | 33.06K | 34.17K | 23.45K |
| UBS Group AG | 21.71K | 21.71K | 21.71K | 19.89K | 20.28K | 20.28K | 37.95K | 25.50K | 20.93K | 19.68K | 19.68K | 15.52K | 17.18K | 22.39K | 11.18K | 14.43K | 11.18K | 11.68K | 13.01K | 12.88K |
| BlackRock Inc | 15.37K | 15.37K | 15.37K | 2.76K | 5.53K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 12.97K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Balyasny Asset Management | — | — | — | 58.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1 | 1 | — | 1 | — | 2 |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.18K | — | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.24K | 1.24K | 1.71K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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