We are live on ! Find out more
AC

Associated Capital Group
AC

Delisted

AC was delisted on the 4th of September, 2025.

Back to rankings

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$55.8K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$18.3K
3
NA
NewEdge Advisors
Louisiana
+$3.03K
4
AW
Avion Wealth
Texas
+$547

Top Sellers

Rank Fund Capital Flow
1
HKAM
Horizon Kinetics Asset Management
New York
-$353K
2
BCM
Bridgeway Capital Management
Texas
-$200K
3
EF
Empowered Funds
Pennsylvania
-$149K
4
QC
Quent Capital
New York
-$99K
5
OIAM
OFI Invest Asset Management
France
-$36.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$34.8M -$353K -9,685 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.88M +$55.8K +1,529 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.88M -$15.8K -433 -0.4%
GI
4
GAMCO Investors
Connecticut
$2.96M – – –
BlackRock
5
BlackRock
New York
$1.97M – – –
OIAM
6
OFI Invest Asset Management
France
$1.14M -$36.5K -1,000 -3%
Renaissance Technologies
7
Renaissance Technologies
New York
$943K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$903K +$18.3K +502 +2%
Northern Trust
9
Northern Trust
Illinois
$680K -$22.5K -618 -3%
State Street
10
State Street
Massachusetts
$427K – – –
UBS Group
11
UBS Group
Switzerland
$392K -$948 -26 -0.3%
BCM
12
Bridgeway Capital Management
Texas
$211K -$200K -5,496 -50%
US Bancorp
13
US Bancorp
Minnesota
$168K – – –
Bank of America
14
Bank of America
North Carolina
$117K -$401 -11 -0.4%
QC
15
Quent Capital
New York
$54.1K -$99K -2,715 -66%
Morgan Stanley
16
Morgan Stanley
New York
$46K -$3.72K -102 -8%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$45.4K – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$26.9K -$182 -5 -0.7%
NA
19
NewEdge Advisors
Louisiana
$12.2K +$3.03K +83 +35%
Barclays
20
Barclays
United Kingdom
$9.66K – – –
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$4.67K – – –
FFA
22
Farther Finance Advisors
California
$1.91K – – –
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.65K -$109 -3 -7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$811 – – –
SPIA
25
Steward Partners Investment Advisory
New York
$575 – – –
1
2

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.