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American Financial Group

505 hedge funds and large institutions have $7.89B invested in American Financial Group in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 178 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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 → $7.89B (-$503M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.87M
Puts
$3.03M
Net Calls
Net Calls Change

Top Buyers

1 +$82.3M
2 +$49.9M
3 +$44M
4
Millennium Management
Millennium Management
New York
+$23M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$19M

Top Sellers

1 -$42.4M
2 -$32.4M
3 -$25.1M
4
GC
Gillson Capital
Illinois
-$24.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
426
Rothschild Investment LLC
Illinois
$24.3K
PTC
427
Private Trust Company
Ohio
$23.4K
AssetMark Inc
428
AssetMark Inc
California
$21.3K
AF
429
Advisornet Financial
Minnesota
$20.5K
TCM
430
Triumph Capital Management
Colorado
$20.5K
PFBT
431
Parkside Financial Bank & Trust
Missouri
$19.1K
CT
432
Clearstead Trust
Maine
$17.6K
MTC
433
Matrix Trust Company
Colorado
$16K
LAS
434
Lloyd Advisory Services
Georgia
$12.4K
C
435
Covestor
United Kingdom
$12K
SPIA
436
Steward Partners Investment Advisory
New York
$11.8K
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$11.6K
CPG
438
Cornerstone Planning Group
New Jersey
$11.6K
ZBNA
439
Zions Bancorporation, National Association
Utah
$10.7K
SHIM
440
Stone House Investment Management
Pennsylvania
$10.5K
MWA
441
Miller Wealth Advisors
Colorado
$10.3K
PWPS
442
Pinnacle Wealth Planning Services
Ohio
$9.02K
MCM
443
Manchester Capital Management
Vermont
$8.88K
LWM
444
Lodestone Wealth Management
Washington
$8.88K
HHGA
445
Halbert Hargrove Global Advisors
California
$8.87K
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$8.34K
VCM
447
Versant Capital Management
Arizona
$8.06K
FAMI
448
Fideuram Asset Management (Ireland)
$7.99K
JWA
449
JFS Wealth Advisors
Pennsylvania
$7.66K
BGAI
450
Bruce G. Allen Investments
Colorado
$7.65K