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
IAA
301
Independent Advisor Alliance
North Carolina
$358K +$91.7K +710 +35%
SAM
302
Synergy Asset Management
Washington
$357K +$351K +2,721 New
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$357K +$41.3K +320 +13%
CI
304
CX Institutional
Indiana
$357K +$351K +2,717 New
SIC
305
Shoker Investment Counsel
Ohio
$355K +$7.23K +56 +2%
LCOV
306
London Company of Virginia
Virginia
$355K
TIAA Trust, National Association
307
TIAA Trust, National Association
North Carolina
$353K -$6.84K -53 -2%
TMAM
308
Tokio Marine Asset Management
Japan
$351K +$58.1K +450 +20%
HS
309
Horan Securities
United States
$348K +$7.1K +55 +2%
JIR
310
James Investment Research
Ohio
$348K
KWA
311
Kellett Wealth Advisors
Ohio
$346K +$7.1K +55 +2%
FMI
312
F/M Investments
District of Columbia
$345K +$339K +2,626 New
AV
313
ASR Vermogensbeheer
Netherlands
$343K +$337K +2,610 New
Marshall Wace
314
Marshall Wace
United Kingdom
$341K -$2.81M -21,785 -89%
NWAG
315
Net Worth Advisory Group
Utah
$340K +$25.9K +201 +8%
SCM
316
Shelton Capital Management
Colorado
$337K
AAM
317
Advisors Asset Management
Colorado
$336K -$411K -3,187 -55%
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
$332K +$2.07K +16 +0.6%
DFCM
319
Dark Forest Capital Management
Puerto Rico
$328K +$323K +2,499 New
Grantham, Mayo, Van Otterloo & Co (GMO)
320
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$324K +$318K +2,467 New
P
321
&Partners
Tennessee
$322K +$49.6K +384 +18%
QCM
322
Qsemble Capital Management
New York
$310K +$109K +844 +56%
SI
323
Severin Investments
Missouri
$310K +$17K +132 +6%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$308K +$8.91K +69 +3%
HWMO
325
Heritage Wealth Management (Ohio)
Ohio
$303K

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.