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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
RA
426
Rise Advisors
New York
$18.5K -$3.87K -30 -18%
HWM
427
Hemington Wealth Management
Virginia
$16K +$3.36K +26 +27%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$15.6K +$14.6K +113 +1,883%
HCP
429
Hexagon Capital Partners
Arkansas
$14.4K +$129 +1 +0.9%
C
430
Covestor
United Kingdom
$12K +$129 +1 +1%
CPG
431
Cornerstone Planning Group
New Jersey
$10.7K +$10.7K +83 New
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$10.4K +$129 +1 +1%
SW
433
SVB Wealth
Massachusetts
$9.98K +$9.81K +76 New
MWA
434
Miller Wealth Advisors
Colorado
$9.85K
HHGA
435
Halbert Hargrove Global Advisors
California
$8.53K
SS
436
SBI Securities
Japan
$7.88K +$645 +5 +9%
JWA
437
JFS Wealth Advisors
Pennsylvania
$6.7K -$1.68K -13 -20%
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$6.57K +$2.97K +23 +85%
WA
439
WPG Advisers
Maryland
$5.91K +$4.13K +32 +246%
BGAI
440
Bruce G. Allen Investments
Colorado
$5.52K +$775 +6 +17%
HFS
441
Hantz Financial Services
Michigan
$5K +$4.91K +38 New
WA
442
Whipplewood Advisors
Colorado
$4.07K +$5.81K +45 +145%
KWM
443
Kiker Wealth Management
Georgia
$3.94K +$3.87K +30 New
Q1WB
444
Quest 10 Wealth Builders
Virginia
$3.68K +$645 +5 +22%
SCB
445
Saudi Central Bank
Saudi Arabia
$3.68K +$3.62K +28 New
CT
446
Clearstead Trust
Maine
$3.55K +$3.49K +27 New
AssetMark Inc
447
AssetMark Inc
California
$3.55K -$516 -4 -13%
CWP
448
Concord Wealth Partners
Virginia
$3.02K
LI
449
LRI Investments
Florida
$3.02K
T
450
TOBAM
France
$3K +$2.71K +21 New

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.