We are live on ! Find out more
AFG icon

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
SC
401
Steph & Co
Wisconsin
$96.5K +$96.9K +706 New
BBHC
402
Brown Brothers Harriman & Co
New York
$92.5K
DI
403
DAGCO Inc
Ohio
$88.9K +$1.92K +14 +2%
PWA
404
Provenance Wealth Advisors
Florida
$82K
VC
405
Vestor Capital
Illinois
$82K +$82.3M +600,041 +100,007%
KFAS
406
Keating Financial Advisory Services
Kansas
$79.3K +$79.6K +580 New
CAM
407
Costello Asset Management
Pennsylvania
$72.7K +$1.51K +11 +2%
CAL
408
Capital Analysts LLC
Pennsylvania
$68K
IA
409
IFP Advisors
Florida
$65.5K +$3.16K +23 +5%
CIAM
410
Caitong International Asset Management
Hong Kong
$64.8K +$50.1K +365 +335%
SGK
411
Steigerwald Gordon & Koch
Virginia
$56.6K
QL
412
Quarry LP
New York
$51.9K +$52.1K +380 New
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$51.4K +$23.9K +174 +86%
Bessemer Group
414
Bessemer Group
New Jersey
$51K
CFFP
415
Center for Financial Planning
Michigan
$49.6K
Los Angeles Capital Management
416
Los Angeles Capital Management
California
$44.9K +$47.1K +343 New
QC
417
Quent Capital
New York
$43.3K -$137 -1 -0.3%
SVWA
418
Sarver Vrooman Wealth Advisors
Missouri
$39.5K -$23.9K -174 -38%
SAM
419
Smartleaf Asset Management
Massachusetts
$39.2K +$1.51K +11 +4%
RFP
420
Root Financial Partners
California
$37.5K +$5.63K +41 +18%
DIP
421
DT Investment Partners
Pennsylvania
$35.5K
CA
422
Clearstead Advisors
Ohio
$35.4K +$16.6K +121 +88%
ST
423
Smithfield Trust
Pennsylvania
$35K
AA
424
Ancora Advisors
Ohio
$29.3K +$29.4K +214 New
GRP
425
Global Retirement Partners
California
$28.8K +$26.1K +190 +905%