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AAT

American Assets Trust
AAT

219 hedge funds and large institutions have $1.13B invested in American Assets Trust in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $141K | Put options by funds: $56K

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0.54% more ownership

Funds ownership: 91.04% → 91.58% (+0.54%)

0% more funds holding

Funds holding: 218 → 219 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

22% less capital invested

Capital invested by funds: $1.46B → $1.13B (-$327M)

Holders
219
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
77
Reduced
77
Closed
29
Calls
$141K
Puts
$56K
Net Calls
+$85K
Net Calls Change
+$45K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.6M
2
CLGM
Capitolis Liquid Global Markets
New York
+$10.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.36M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.28M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.8M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$11.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.77M
4
UBS AM
UBS AM
Illinois
-$7.74M
5
KCM
Kennedy Capital Management
Missouri
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$2.62K – – –
FFA
202
Farther Finance Advisors
California
$2.35K -$1.49K -66 -36%
AG
203
AmeriFlex Group
Nevada
$2.29K +$45 +2 +2%
LC
204
Lindbrook Capital
California
$2.26K -$3.56K -158 -59%
AF
205
Allworth Financial
California
$2.09K -$1.13K -50 -31%
Simplex Trading
206
Simplex Trading
Illinois
$2K +$2.93K +130 New
BTI
207
Blue Trust Inc
Georgia
$1.77K +$1.22K +54 +159%
RIL
208
Rothschild Investment LLC
Illinois
$1.41K -$226 -10 -13%
UB
209
UMB Bank
Missouri
$1.15K -$2.21K -98 -63%
BFS
210
Bare Financial Services
Pennsylvania
$1.09K +$1.22K +54 New
PMAM
211
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$806 – – –
SC
213
Stephens Consulting
Michigan
$806 +$902 +40 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$665 – – –
WA
215
WPG Advisers
Maryland
$524 – – –
PA
216
Parallel Advisors
California
$302 -$1.65K -73 -83%
TWD
217
True Wealth Design
Ohio
$202 +$226 +10 New
DF
218
Dunhill Financial
United Kingdom
$68 – – –
HNB
219
Huntington National Bank
Ohio
$20 -$5.05K -224 -100%
Adage Capital Partners
220
Adage Capital Partners
Massachusetts
– -$11.5M -438,292 Closed
Assenagon Asset Management
221
Assenagon Asset Management
Luxembourg
– -$2.11M -80,451 Closed
VI
222
Vestcor Inc
New Brunswick, Canada
– -$1.17M -44,396 Closed
CIC
223
Crawford Investment Counsel
Georgia
– -$1.11M -42,433 Closed
Teacher Retirement System of Texas
224
Teacher Retirement System of Texas
Texas
– -$817K -31,118 Closed
B
225
Bailard
California
– -$707K -26,930 Closed
6 7 8
9
10

AAT Hedge Fund Activity: Q1 2025 in Review

219 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q1 2025, worth a combined $1.13B — down 22% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AAT positions and 29 closed out — a net gain of 4 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $10.6M. The largest seller was BlackRock, cutting an estimated $30.8M.

  • 219 institutional investors held American Assets Trust (AAT) as of Q1 2025, up from 218 in Q4 2024.
  • Funds reported $1.13B of American Assets Trust stock for Q1 2025, down 22% quarter-over-quarter.
  • 33 funds opened new American Assets Trust positions in Q1 2025 and 29 closed out, a net change of +4 holders.
  • The largest American Assets Trust buyer in Q1 2025 was Arrowstreet Capital, an estimated $10.6M added.
  • The largest American Assets Trust seller in Q1 2025 was BlackRock, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2025.