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RF Acquisition Corp II

RFAI
Exchange
Nasdaq
Industry
Blank Checks
SEC CIK
0002012807

No open-market purchases or sales by RF Acquisition Corp II insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $48.2M in total; no superinvestor holds it.

Other share classesRFAIRRFAIU

13F holders, Q1 2025

Institutional positions in RF Acquisition Corp II as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
30
−5 vs. Q4 2024
Shares held
9.63M
−51.6K (−0.5%) vs. Q4 2024
Total value
$99.9M
+$1.01M (+1.0%) vs. Q4 2024
New holders
1
4 more added
Sold out
6
7 more reduced

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RFAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 30 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 29 institutionsQ4 2024: 35 institutionsQ1 2025: 30 institutionsQ2 2025: 28 institutionsQ3 2025: 30 institutionsQ4 2025: 15 institutionsQ1 2026: 15 institutionsQ2 2026: 13 institutions
Value heldQ1 2025: $99.9M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $91.3MQ4 2024: $98.9MQ1 2025: $99.9MQ2 2025: $103.7MQ3 2025: $106.6MQ4 2025: $46.6MQ1 2026: $48.5MQ2 2026: $48.2M
Institutions holding RFAI and their total value by quarter
QuarterHoldersValue
Q2 202613$48.2M
Q1 202615$48.5M
Q4 202515$46.6M
Q3 202530$106.6M
Q2 202528$103.7M
Q1 202530$99.9M
Q4 202435$98.9M
Q3 202429$91.3M
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding RF Acquisition Corp II; share changes are against Q4 2024.

Institutions holding RFAI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Karpus Management, Inc.2,483,225$25.8M0.83%−8,666−0.3%Reduced
Vivaldi Asset Management, LLC1,029,114$10.7M0.77%00.0%Unchanged
CNH Partners LLC783,982$8.15M0.20%−30,000−3.7%Reduced
Schechter Investment Advisors, LLC686,738$7.12M0.59%−34,700−4.8%Reduced
Wolverine Asset Management LLC630,855$6.54M0.13%+38,065+6.4%Added
Glazer Capital, LLC594,260$6.17M0.29%−2,397−0.4%Reduced
Berkley W R Corp552,754$5.73M0.42%+355,310+180.0%Added
D. E. Shaw & Co., Inc.541,134$5.63M0.01%00.0%Unchanged
Deutsche Bank AG293,000$3.04M0.00%00.0%Unchanged
Westchester Capital Management, LLC250,000$2.60M0.15%00.0%Unchanged
Two Sigma Investments, LP250,000$2.59M0.01%00.0%Unchanged
Bulldog Investors, LLP239,878$2.49M0.67%00.0%Unchanged
Polar Asset Management Partners Inc.225,000$2.33M0.08%00.0%Unchanged
Toronto Dominion Bank212,966$2.21M0.01%−85,421−28.6%Reduced
Periscope Capital Inc.175,000$1.82M1.01%00.0%Unchanged
Picton Mahoney Asset Management100,000$1.04M0.04%00.0%Unchanged
Rivernorth Capital Management, LLC93,513$970.2K0.05%00.0%Unchanged
Wealthspring Capital LLC86,762$900.1K1.39%−11,738−11.9%Reduced
Mint Tower Capital Management B.V.80,000$830.0K0.31%00.0%Unchanged
Goldman Sachs Group Inc73,558$763.1K0.00%00.0%Unchanged
Mizuho Securities USA LLC66,939$692.8K0.01%+41,169+159.8%Added
Crossingbridge Advisors, LLC50,000$520.0K0.28%00.0%Unchanged
Warberg Asset Management LLC38,000$394.2K0.11%00.0%Unchanged
Kepos Capital LP30,000$311.0K0.26%00.0%Unchanged
Cantor Fitzgerald, L. P.26,270$272.5K0.01%00.0%Unchanged
Robinson Capital Management, LLC20,250$210.6K0.09%−12,851−38.8%Reduced
Condor Capital Management10,900$113.1K0.01%00.0%Unchanged
UBS Group AG1,928$20.0K0.00%+128+7.1%Added
Clear Street LLC201$2.08K0.00%00.0%Unchanged
Morgan Stanley20$2070.00%+20New
Highbridge Capital Management LLC0$00.00%−200,000−100.0%Sold out
Fir Tree Capital Management LP0$00.00%−48,136−100.0%Sold out
Virtu Financial LLC0$00.00%−27,843−100.0%Sold out
Toroso Investments, LLC0$00.00%−12,851−100.0%Sold out
Citadel Advisors LLC0$00.00%−11,266−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−382−100.0%Sold out