RF Acquisition Corp II (RFAI) — Institutional Holders, Q2 2026
36 institutional investment managers reported a RFAI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $57.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
RFAI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- StoneX GroupAdded · +402,638 sh+$40.3K
- HIGHBRIDGE CAPITAL MANAGEMENTAdded · +183,514 sh+$18.4K
- ARISTEIA CAPITAL, L.L.C.New · +100,000 sh+$10.0K
- UBS Group AGAdded · +20,000 sh+$2.0K
- SRS Capital AdvisorsNew · +14,900 sh+$1.5K
Biggest sellers
- Wealthspring CapitalTrimmed · -4,700 sh-$470.00
RFAI 13F holders ranked 1–36 of 36
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Karpus Management#1 · 1,619,533 sh | 1,619,533 | $17.9M | 0.51% | -1.3% |
| 2 | MIZUHO SECURITIES USA#2 · 1,466,758 sh | 1,466,758 | $16.0M | 0.16% | +100.3% |
| 3 | BERKLEY W R#3 · 814,851 sh | 814,851 | $9.0M | 0.43% | +6.3% |
| 4 | First Capital Management L.P.#4 · 514,506 sh | 514,506 | $5.7M | 0.33% | 0.0% |
| 5 | DEUTSCHE BANK AG\#5 · 287,748 sh | 287,748 | $2.7M | <0.01% | -40.4% |
| 6 | AQR Arbitrage#6 · 858,641 sh | 858,641 | $1.9M | 0.03% | +0.6% |
| 7 | WOLVERINE ASSET MANAGEMENT#7 · 132,119 sh | 132,119 | $1.5M | 0.01% | -1.7% |
| 8 | Polar Asset Management Partners#8 · 275,000 sh | 275,000 | $574.0K | <0.01% | 0.0% |
| 9 | GLAZER CAPITAL#9 · 129,638 sh | 129,638 | $450.0K | 0.01% | -30.4% |
| 10 | Clear Street Group#10 · 355,442 sh | 355,442 | $351.7K | <0.01% | +1.2% |
| 11 | Kepos Capital#11 · 29,057 sh | 29,057 | $320.0K | 0.44% | 0.0% |
| 12 | HIGHBRIDGE CAPITAL MANAGEMENT#12 · 2,120,351 sh | 2,120,351 | $190.8K | <0.01% | +9.5% |
| 13 | GOLDMAN SACHS GROUP#13 · 16,214 sh | 16,214 | $178.8K | 0.00% | 0.0% |
| 14 | Harraden Circle Investments#14 · 1,300,422 sh | 1,300,422 | $130.0K | 0.02% | 0.0% |
| 15 | Wealthspring Capital#15 · 736,038 sh | 736,038 | $73.6K | 0.02% | -0.6% |
| 16 | StoneX Group#16 · 685,070 sh | 685,070 | $68.5K | <0.01% | +142.6% |
| 17 | Yakira Capital Management#17 · 429,704 sh | 429,704 | $43.0K | 0.01% | 0.0% |
| 18 | Shaolin Capital Management#18 · 258,887 sh | 258,887 | $25.9K | <0.01% | +3.6% |
| 19 | D. E. Shaw#19 · 200,000 sh | 200,000 | $20.0K | 0.00% | 0.0% |
| 20 | HGC Investment Management#20 · 200,000 sh | 200,000 | $20.0K | <0.01% | 0.0% |
| 21 | PERISCOPE CAPITAL#21 · 197,600 sh | 197,600 | $19.8K | <0.01% | 0.0% |
| 22 | TORONTO DOMINION BANK#22 · 174,600 sh | 174,600 | $17.5K | 0.00% | 0.0% |
| 23 | METEORA CAPITAL#23 · 155,176 sh | 155,176 | $15.5K | <0.01% | 0.0% |
| 24 | UBS Group AG#24 · 23,219 sh | 23,219 | $12.5K | 0.00% | +620.2% |
| 25 | ARISTEIA CAPITAL, L.L.C.#25 · 100,000 sh | 100,000 | $10.0K | <0.01% | New |
| 26 | Magnetar Financial#26 · 99,000 sh | 99,000 | $9.9K | <0.01% | 0.0% |
| 27 | RIVERNORTH CAPITAL MANAGEMENT#27 · 100,000 sh | 100,000 | $9.5K | <0.01% | 0.0% |
| 28 | Mint Tower Capital Management B.V.#28 · 80,000 sh | 80,000 | $8.0K | <0.01% | 0.0% |
| 29 | MORGAN STANLEY#29 · 669 sh | 669 | $7.4K | 0.00% | +768.8% |
| 30 | BOOTHBAY FUND MANAGEMENT#30 · 51,130 sh | 51,130 | $5.1K | <0.01% | 0.0% |
| 31 | BNP PARIBAS FINANCIAL MARKETS#31 · 46,579 sh | 46,579 | $4.7K | 0.00% | 0.0% |
| 32 | FLOW TRADERS U.S.#32 · 44,161 sh | 44,161 | $4.0K | <0.01% | +6.2% |
| 33 | ROBINSON CAPITAL MANAGEMENT#33 · 20,000 sh | 20,000 | $2.0K | <0.01% | 0.0% |
| 34 | SRS Capital Advisors#34 · 14,900 sh | 14,900 | $1.5K | 0.00% | New |
| 35 | K2 PRINCIPAL FUND, L.P.#35 · 13,374 sh | 13,374 | $1.3K | <0.01% | 0.0% |
| 36 | TWO SIGMA SECURITIES#36 · 11,637 sh | 11,637 | $1.2K | <0.01% | New |
Funds that sold out of RFAI in Q2 2026 (2)
Held RFAI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Logan Stone Capital27,630 sh | 27,630 | $301.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP11,657 sh | 11,657 | $127.4K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.