We are live on ! Find out more
AFG icon

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
N
451
Natixis
France
$2.9K -$41.3K -320 -94%
NA
452
NewEdge Advisors
Louisiana
$2.89K -$9.04K -70 -76%
DPW
453
DiNuzzo Private Wealth
Pennsylvania
$2.5K
NMG
454
New Millennium Group
Utah
$2.48K -$904 -7 -27%
WCM
455
WealthTrak Capital Management
Virginia
$2.37K -$4.65K -36 -67%
CTA
456
Colonial Trust Advisors
South Carolina
$2.36K
SIC
457
SJS Investment Consulting
Ohio
$2.23K -$129 -1 -6%
PA
458
Pineridge Advisors
Missouri
$2.07K +$129 +1 +7%
T
459
Transce3nd
Texas
$1.97K +$387 +3 +25%
GFPC
460
Global Financial Private Client
Florida
$1.97K +$1.16K +9 +150%
RCM
461
Raleigh Capital Management
North Carolina
$1.85K +$1.81K +14 New
OP
462
ORG Partners
Indiana
$1.72K +$1.68K +13 New
RWM
463
Rialto Wealth Management
New York
$1.45K +$1.42K +11 New
CFO
464
CVA Family Office
Colorado
$1.31K -$516 -4 -29%
S
465
Sachetta
Massachusetts
$1.18K
OAJ
466
Ogorek Anthony Joseph
New York
$1K +$1.94K +15 New
HNB
467
Huntington National Bank
Ohio
$788
SWM
468
Spire Wealth Management
Virginia
$788
VWA
469
Valued Wealth Advisors
Utah
$660
BI
470
Binnacle Investments
Iowa
$657 +$645 +5 New
GC
471
Garde Capital
Washington
$657 +$645 +5 New
TWD
472
True Wealth Design
Ohio
$657 +$645 +5 New
BIA
473
Bell Investment Advisors
California
$526
BWL
474
Bogart Wealth LLC
Virginia
$525 +$516 +4 New
PWM
475
Parkworth Wealth Management
California
$394

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.