Associated Capital Group
AC was delisted on the 4th of September, 2025.
28 hedge funds and large institutions have $54.7M invested in Associated Capital Group in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 2 closing their positions.
10% more capital invested
Capital invested by funds: $49.7M → $54.7M (+$4.97M)
1.56% more ownership
Funds ownership: 63.39% → 64.95% (+1.6%)
3% less funds holding
Funds holding: 29 → 28 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.8K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$18.3K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.03K |
| 4 |
AW
Avion Wealth
The Woodlands,
Texas
|
+$547 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$353K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$200K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$149K |
| 4 |
QC
Quent Capital
New York
|
-$99K |
| 5 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$36.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $230 | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $36 | – | – | – |
|
|
EF
28
Empowered Funds
Havertown,
Pennsylvania
| – | -$149K | -4,356 | Closed |
|
29
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$12K | -350 | Closed |
|
|
AW
30
Avion Wealth
The Woodlands,
Texas
| – | +$547 | +15 | New |
|
AC Hedge Fund Activity: Q1 2025 in Review
28 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Associated Capital Group (AC) for Q1 2025, worth a combined $54.7M — up 10% from $49.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AC and 1 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 3 added.
The largest buyer was Vanguard Group, adding an estimated $55.8K. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $353K.
- 28 institutional investors held Associated Capital Group (AC) as of Q1 2025, down from 29 in Q4 2024.
- Funds reported $54.7M of Associated Capital Group stock for Q1 2025, up 10% quarter-over-quarter.
- 1 fund opened new Associated Capital Group positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest Associated Capital Group buyer in Q1 2025 was Vanguard Group, an estimated $55.8K added.
- The largest Associated Capital Group seller in Q1 2025 was Horizon Kinetics Asset Management, an estimated $353K sold.
Based on aggregated 13F filings for Q1 2025.