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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
BP
376
Ballentine Partners
Massachusetts
$208K -$81K -590 -28%
PP
377
Prudential plc
United Kingdom
$205K
AAP
378
Arax Advisory Partners
Colorado
$204K -$649K -4,731 -76%
PAG
379
Private Advisor Group
New Jersey
$202K +$137 +1 +0.1%
SFA
380
Souders Financial Advisors
Ohio
$202K +$2.74K +20 +1%
AC
381
AlphaCore Capital
California
$202K +$203K +1,479 New
VI
382
Vestcor Inc
New Brunswick, Canada
$193K +$92.9K +677 +92%
SIS
383
Sound Income Strategies
Florida
$192K
TCA
384
Trifecta Capital Advisors
Illinois
$191K
APW
385
Acima Private Wealth
Virginia
$187K
QT
386
Quantbot Technologies
New York
$182K +$183K +1,335 New
WC
387
Westerkirk Capital
$178K
S
388
SignatureFD
Georgia
$164K -$4.39K -32 -3%
National Pension Service
389
National Pension Service
South Korea
$162K +$75.9K +553 +88%
HFS
390
Hantz Financial Services
Michigan
$159K +$42.4K +309 +36%
POIA
391
Pin Oak Investment Advisors
Texas
$147K
BTI
392
Blue Trust Inc
Georgia
$137K +$5.35K +39 +4%
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$136K +$28.7K +209 +27%
MCM
394
MAI Capital Management
Ohio
$134K +$52K +379 +63%
UB
395
UMB Bank
Missouri
$129K +$17.8K +130 +16%
EWA
396
EverSource Wealth Advisors
Alabama
$125K +$4.67K +34 +4%
Rockefeller Capital Management
397
Rockefeller Capital Management
New York
$125K +$28K +204 +29%
Jones Financial Companies
398
Jones Financial Companies
Missouri
$120K +$1.78K +13 +2%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$112K +$10.3K +75 +10%
BCWM
400
Bartlett & Co Wealth Management
Ohio
$103K +$29.5K +215 +40%