We are live on ! Find out more
AFG icon

American Financial Group

481 hedge funds and large institutions have $7.49B invested in American Financial Group in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 189 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $4.42M

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

38% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 137

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 452481 (+29)

0.65% more ownership

Funds ownership: 67.26%67.91% (+0.65%)

6% less capital invested

Capital invested by funds: $7.95B → $7.49B (-$462M)

Holders
481
Holders Change
+29
Holders Change %
+6.42%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
84
Increased
189
Reduced
137
Closed
51
Calls
$12.6M
Puts
$4.42M
Net Calls
+$8.21M
Net Calls Change
+$5.18M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
SummitTX Capital
Texas
$696K +$684K +5,296 New
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$678K +$160K +1,236 +32%
JAG
253
Journey Advisory Group
Kentucky
$664K -$13.6K -105 -2%
WSFS
254
Wilmington Savings Fund Society
Delaware
$658K -$50.5K -391 -7%
ZBNA
255
Zions Bancorporation, National Association
Utah
$655K +$644K +4,988 New
FRA
256
Frank Rimerman Advisors
California
$629K -$207K -1,600 -25%
LWAM
257
Legacy Wealth Asset Management
Minnesota
$621K -$1.68K -13 -0.3%
IPW
258
Impact Partnership Wealth
Georgia
$605K -$91.7K -710 -13%
SLAM
259
Swiss Life Asset Management
$599K +$231K +1,790 +65%
FFA
260
Farther Finance Advisors
California
$588K +$92.7K +718 +19%
USAA
261
United Services Automobile Association
Texas
$583K +$579K +4,485 New
VCA
262
Verdence Capital Advisors
Maryland
$581K +$244K +1,893 +75%
MA
263
MCF Advisors
Kentucky
$580K +$7.75K +60 +1%
Janus Henderson Group
264
Janus Henderson Group
United Kingdom
$548K
AIFS
265
A&I Financial Services
Colorado
$547K -$5.42K -42 -1%
WorldQuant Millennium Advisors
266
WorldQuant Millennium Advisors
New York
$547K +$217K +1,681 +68%
TI
267
Tidal Investments
Wisconsin
$546K -$15.5K -120 -3%
GCP
268
GSA Capital Partners
United Kingdom
$544K +$534K +4,139 New
JC
269
JB Capital
Connecticut
$542K +$11.4K +88 +2%
SIS
270
Sound Income Strategies
Florida
$541K +$532K +4,122 New
LFA
271
Legacy Financial Advisors
Kentucky
$541K -$1.03K -8 -0.2%
ACM
272
Aster Capital Management
United Arab Emirates
$538K +$539K +4,175 +4,912%
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$533K +$19.5K +151 +4%
GIBU
274
Gulf International Bank (UK)
United Kingdom
$533K -$210K -1,626 -29%
MFG
275
Merit Financial Group
Georgia
$504K +$495K +3,837 New

AFG Hedge Fund Activity: Q1 2025 in Review

481 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2025, worth a combined $7.49B — down 5.8% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new AFG positions and 51 closed out — a net gain of 33 holders — while 189 added to existing stakes and 137 trimmed.

The largest buyer was Charles Schwab, adding an estimated $260M. The largest seller was Victory Capital Management, cutting an estimated $127M.

  • 481 institutional investors held American Financial Group (AFG) as of Q1 2025, up from 452 in Q4 2024.
  • Funds reported $7.49B of American Financial Group stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 84 funds opened new American Financial Group positions in Q1 2025 and 51 closed out, a net change of +33 holders.
  • The largest American Financial Group buyer in Q1 2025 was Charles Schwab, an estimated $260M added.
  • The largest American Financial Group seller in Q1 2025 was Victory Capital Management, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2025.