JG
AMTD

Joel Greenblatt’s AMTD IDEA Group AMTD Stock Holding History

Joel Greenblatt’s Portfolio AMTD Stock Details AMTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-72,052
Closed -$1.7M – 1690
2025
Q2 		$1.7M Sell
72,052
-38,525
-35% -$39.2K 0.01% 977
2025
Q1 		$2.01M Buy
110,577
+64,574
+140% +$68.8K 0.02% 802
2024
Q4 		$967K Sell
46,003
-55,810
-55% -$71.1K 0.01% 925
2024
Q3 		$3.28M Buy
+101,813
New +$143K 0.03% 598

Other funds holding AMTD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Joel Greenblatt's AMTD Position: Q3 2025 in Review

Joel Greenblatt sold out of AMTD IDEA Group (AMTD) in Q3 2025, closing a stake of 72,052 shares — an estimated $1.7M sold.

Joel Greenblatt first reported a position in AMTD in Q3 2024 and held it in 4 quarters. The position peaked at $3.28M in Q3 2024. 9 funds tracked by Wall St. Rank hold AMTD as of Q3 2025.

  • Joel Greenblatt reported no remaining AMTD IDEA Group position as of Q3 2025 after selling out during the quarter.
  • Joel Greenblatt sold 72,052 AMTD IDEA Group shares in Q3 2025, an estimated $1.7M.
  • Joel Greenblatt first reported a position in AMTD IDEA Group in Q3 2024 and held it in 4 quarters.
  • Joel Greenblatt's AMTD IDEA Group position peaked at $3.28M in Q3 2024.
  • 9 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q3 2025.

Based on Gotham Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.