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American Financial Group

459 hedge funds and large institutions have $7.3B invested in American Financial Group in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 170 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more call options, than puts

Call options by funds: $24M | Put options by funds: $3.94M

1.41% more ownership

Funds ownership: 67.91%69.32% (+1.4%)

2% less capital invested

Capital invested by funds: $7.49B → $7.3B (-$186M)

6% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 170

5% less funds holding

Funds holding: 481459 (-22)

21% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 73

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
459
Holders Change
-22
Holders Change %
-4.57%
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
160
Reduced
170
Closed
73
Calls
$24M
Puts
$3.94M
Net Calls
+$20.1M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
426
Private Wealth Management Group
New Jersey
$2.65K +$2.63K +21 New
NMG
427
New Millennium Group
Utah
$2.4K
DPW
428
DiNuzzo Private Wealth
Pennsylvania
$2.4K
CAWM
429
Capital A Wealth Management
Pennsylvania
$2.26K +$2.38K +19 New
PA
430
Pineridge Advisors
Missouri
$2K
T
431
Transce3nd
Texas
$1.89K
RCM
432
Raleigh Capital Management
North Carolina
$1.79K
WCM
433
WealthTrak Capital Management
Virginia
$1.77K -$500 -4 -22%
S
434
Sachetta
Massachusetts
$1.77K +$626 +5 +56%
TPWA
435
Twin Peaks Wealth Advisors
California
$1.57K +$1.5K +12 New
FLFS
436
Family Legacy Financial Solutions
North Carolina
$1.4K +$1.38K +11 New
CH
437
Cromwell Holdings
Wyoming
$1.39K +$1.38K +11 New
CFO
438
CVA Family Office
Colorado
$1.26K
SIC
439
SJS Investment Consulting
Ohio
$1.14K -$1K -8 -47%
BWL
440
Bogart Wealth LLC
Virginia
$1.01K +$500 +4 +100%
OAJ
441
Ogorek Anthony Joseph
New York
$1K
AW
442
Avion Wealth
Texas
$1K +$250 +2 +33%
RWM
443
Rialto Wealth Management
New York
$884 -$500 -4 -36%
HNB
444
Huntington National Bank
Ohio
$884 +$125 +1 +17%
TWD
445
True Wealth Design
Ohio
$758 +$125 +1 +20%
SWM
446
Spire Wealth Management
Virginia
$757
BHWM
447
Bay Harbor Wealth Management
Maryland
$757 +$375 +3 +100%
HIA
448
HFM Investment Advisors
New Jersey
$757 +$500 +4 +200%
VWA
449
Valued Wealth Advisors
Utah
$635
GC
450
Garde Capital
Washington
$632

AFG Hedge Fund Activity: Q2 2025 in Review

459 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2025, worth a combined $7.3B — down 2.5% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of AFG and 58 opened new positions — a net loss of 15 holders — while 170 trimmed existing stakes and 160 added.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60.5M sold.

  • 459 institutional investors held American Financial Group (AFG) as of Q2 2025, down from 481 in Q1 2025.
  • Funds reported $7.3B of American Financial Group stock for Q2 2025, down 2.5% quarter-over-quarter.
  • 58 funds opened new American Financial Group positions in Q2 2025 and 73 closed out, a net change of -15 holders.
  • The largest American Financial Group buyer in Q2 2025 was Fidelity Investments, an estimated $233M added.
  • The largest American Financial Group seller in Q2 2025 was Citadel Advisors, an estimated $60.5M sold.

Based on aggregated 13F filings for Q2 2025.