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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
KRW
376
Kaufman Rossin Wealth
Florida
$202K +$198K +1,537 New
Twin Tree Management
377
Twin Tree Management
Texas
$199K -$1.25M -9,702 -87%
Jones Financial Companies
378
Jones Financial Companies
Missouri
$192K +$123K +956 +184%
MG
379
Mather Group
Illinois
$188K
TCA
380
Trifecta Capital Advisors
Illinois
$184K
TWC
381
TD Waterhouse Canada
Ontario, Canada
$183K
POIA
382
Pin Oak Investment Advisors
Texas
$146K
S
383
SignatureFD
Georgia
$143K +$10.1K +78 +8%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$137K -$4.4M -34,061 -97%
BIG
385
Brooklyn Investment Group
New York
$131K +$6.46K +50 +5%
AF
386
Allworth Financial
California
$123K +$32.8K +254 +36%
GI
387
GAMMA Investing
California
$119K -$19.6K -152 -14%
CA
388
CoreCap Advisors
Michigan
$103K +$101K +785 New
BTI
389
Blue Trust Inc
Georgia
$103K +$258 +2 +0.3%
SFI
390
Siemens Fonds Invest
Germany
$101K +$98.9K +766 New
DI
391
DAGCO Inc
Ohio
$96.9K +$95.3K +738 New
BBHC
392
Brown Brothers Harriman & Co
New York
$88.9K
UB
393
UMB Bank
Missouri
$88.1K +$42.7K +331 +97%
SVWA
394
Sarver Vrooman Wealth Advisors
Missouri
$82.5K +$81.1K +628 New
VC
395
Vestor Capital
Illinois
$79K
PWA
396
Provenance Wealth Advisors
Florida
$78.8K
MCM
397
MAI Capital Management
Ohio
$77.1K
BCWM
398
Bartlett & Co Wealth Management
Ohio
$70.4K -$6.97K -54 -9%
CAM
399
Costello Asset Management
Pennsylvania
$67.5K +$66.4K +514 New
Lazard Asset Management
400
Lazard Asset Management
New York
$58K +$7.1K +55 +14%

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.