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American Financial Group

488 hedge funds and large institutions have $7.22B invested in American Financial Group in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 166 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $2.57M

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 166

2.25% less ownership

Funds ownership: 70.05%67.79% (-2.3%)

5% less funds holding

Funds holding: 512488 (-24)

9% less capital invested

Capital invested by funds: $7.9B → $7.22B (-$682M)

16% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 95

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
488
Holders Change
-24
Holders Change %
-4.69%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
80
Increased
174
Reduced
166
Closed
95
Calls
$3.88M
Puts
$2.57M
Net Calls
+$1.31M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mosley Wealth Management
California
$107K +$95.7K +737 New
SC
377
Steph & Co
Wisconsin
$101K +$10.5K +81 +11%
National Bank of Canada
378
National Bank of Canada
Quebec, Canada
$93K -$34.8K -268 -27%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$89K -$28.6K -220 -24%
BBHC
380
Brown Brothers Harriman & Co
New York
$86.5K
DI
381
DAGCO Inc
Ohio
$77.6K -$5.58K -43 -7%
VC
382
Vestor Capital
Illinois
$77K -$77.9M -600,041 -100%
PWA
383
Provenance Wealth Advisors
Florida
$76.6K
BC
384
Bayforest Capital
United Kingdom
$73.8K +$75.1K +578 New
CAM
385
Costello Asset Management
Pennsylvania
$69.2K +$1.3K +10 +2%
RFP
386
Root Financial Partners
California
$67.3K +$32.9K +253 +92%
BTI
387
Blue Trust Inc
Georgia
$66.4K -$62.7K -483 -48%
CAL
388
Capital Analysts LLC
Pennsylvania
$64K
IA
389
IFP Advisors
Florida
$63.9K +$2.73K +21 +4%
SAM
390
Smartleaf Asset Management
Massachusetts
$61.2K +$25.6K +197 +69%
Bessemer Group
391
Bessemer Group
New Jersey
$57K +$9.48K +73 +20%
ACM
392
Aquatic Capital Management
Illinois
$54.5K -$2.94M -22,660 -98%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$53K -$45.2K -348 -46%
SGK
394
Steigerwald Gordon & Koch
Virginia
$52.9K
DMBA
395
Deseret Mutual Benefit Administrators
Utah
$50.2K +$24.5K +189 +93%
CFFP
396
Center for Financial Planning
Michigan
$46.4K
SVWA
397
Sarver Vrooman Wealth Advisors
Missouri
$45.8K +$9.09K +70 +24%
TWIM
398
TIAA Wealth Investment Management
New York
$39.8K +$40.5K +312 New
KFAS
399
Keating Financial Advisory Services
Kansas
$39K -$35.7K -275 -47%
Mitsubishi UFJ Asset Management
400
Mitsubishi UFJ Asset Management
Japan
$37.5K -$8.33M -64,155 -100%