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American Financial Group

512 hedge funds and large institutions have $7.9B invested in American Financial Group in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 179 increasing their positions, 163 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

5% more funds holding

Funds holding: 488512 (+24)

1.03% more ownership

Funds ownership: 69.02%70.05% (+1%)

10% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 163

5% less call options, than puts

Call options by funds: $2.87M | Put options by funds: $3.03M

6% less capital invested

Capital invested by funds: $8.4B → $7.9B (-$503M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
512
Holders Change
+24
Holders Change %
+4.92%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
85
Increased
179
Reduced
163
Closed
52
Calls
$2.87M
Puts
$3.03M
Net Calls
-$164K
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
301
Lido Advisors
California
$430K +$179K +1,307 +75%
Marshall Wace
302
Marshall Wace
United Kingdom
$429K +$220K +1,600 +104%
PCP
303
Perbak Capital Partners
United Kingdom
$426K -$886K -6,459 -67%
EP
304
Essential Partners
California
$413K +$1.24K +9 +0.3%
JIR
305
James Investment Research
Ohio
$409K
OAC
306
OMERS Administration Corp
Ontario, Canada
$406K -$1.97M -14,334 -83%
SBFM
307
S-Bank Fund Management
Finland
$404K -$217K -1,585 -35%
IB
308
Intrust Bank
Kansas
$401K
EH
309
Equitable Holdings
New York
$397K -$23.7K -173 -6%
GI
310
GAMMA Investing
California
$395K +$50.9K +371 +15%
CDDEC
311
Caisse Des Depots Et Consignations
France
$393K
RIM
312
Rakuten Investment Management
Japan
$390K -$8.49M -61,902 -96%
BONST
313
Bank of Nova Scotia Trust
Ontario, Canada
$385K +$387K +2,818 New
SIC
314
Shoker Investment Counsel
Ohio
$382K +$7.96K +58 +2%
CIS
315
Custom Index Systems
New York
$382K -$354K -2,580 -48%
HW
316
HORAN Wealth
Ohio
$382K +$7.68K +56 +2%
KAS
317
Kestra Advisory Services
Texas
$380K +$382K +2,781 New
VT
318
Vise Technologies
New York
$377K +$23.5K +171 +7%
EWA
319
EP Wealth Advisors
California
$373K +$375K +2,730 New
FAM
320
Formidable Asset Management
Ohio
$373K
KWA
321
Kellett Wealth Advisors
Ohio
$372K +$7.68K +56 +2%
LCOV
322
London Company of Virginia
Virginia
$369K
VA
323
Vident Advisory
Georgia
$366K -$97.3K -709 -21%
FMI
324
F/M Investments
District of Columbia
$359K
ALAM
325
Asahi Life Asset Management
Japan
$358K +$360K +2,622 New