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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
AUB
426
Atlantic Union Bankshares
Virginia
$28.7K
DMBA
427
Deseret Mutual Benefit Administrators
Utah
$27.9K
DT
428
DV Trading
Illinois
$27.3K +$27.4K +200 New
SAG
429
SageView Advisory Group
California
$26.8K +$26.9K +196 New
Optiver Holding
430
Optiver Holding
Netherlands
$24.6K +$24.7K +180 New
RIL
431
Rothschild Investment LLC
Illinois
$24.3K +$23.1K +168 +1,680%
PTC
432
Private Trust Company
Ohio
$23.4K -$4.67K -34 -17%
AssetMark Inc
433
AssetMark Inc
California
$21.3K +$7.82K +57 +58%
AF
434
Advisornet Financial
Minnesota
$20.5K
TCM
435
Triumph Capital Management
Colorado
$20.5K +$20.6K +150 New
PFBT
436
Parkside Financial Bank & Trust
Missouri
$19.1K +$1.78K +13 +10%
CT
437
Clearstead Trust
Maine
$17.6K
MTC
438
Matrix Trust Company
Colorado
$16K -$137 -1 -0.8%
BWA
439
Basecamp Wealth Advisors
Washington
$13.3K +$13.3K +97 New
LAS
440
Lloyd Advisory Services
Georgia
$12.4K +$12.5K +91 New
C
441
Covestor
United Kingdom
$12K -$412 -3 -3%
SPIA
442
Steward Partners Investment Advisory
New York
$11.8K +$137 +1 +1%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$11.6K
CPG
444
Cornerstone Planning Group
New Jersey
$11.6K +$137 +1 +1%
ZBNA
445
Zions Bancorporation, National Association
Utah
$10.7K +$10.7K +78 New
SHIM
446
Stone House Investment Management
Pennsylvania
$10.5K +$10.6K +77 New
MWA
447
Miller Wealth Advisors
Colorado
$10.3K
PWPS
448
Pinnacle Wealth Planning Services
Ohio
$9.02K +$9.06K +66 New
MCM
449
Manchester Capital Management
Vermont
$8.88K
LWM
450
Lodestone Wealth Management
Washington
$8.88K +$8.92K +65 New