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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
AWM
476
Activest Wealth Management
Florida
$3.14K +$3.16K +23 New
PWMG
477
Private Wealth Management Group
New Jersey
$2.87K
WA
478
WPG Advisers
Maryland
$2.73K -$3.84K -28 -58%
DPW
479
DiNuzzo Private Wealth
Pennsylvania
$2.6K
RWM
480
Rialto Wealth Management
New York
$2.32K +$274 +2 +13%
HNW
481
High Note Wealth
Minnesota
$2.19K +$2.19K +16 New
MAM
482
Marquette Asset Management
Minnesota
$2.19K +$2.19K +16 New
OC
483
Optima Capital
Oregon
$2.19K +$2.19K +16 New
OAJ
484
Ogorek Anthony Joseph
New York
$2K
S
485
Sachetta
Massachusetts
$1.91K
CFO
486
CVA Family Office
Colorado
$1.91K +$549 +4 +40%
Q1WB
487
Quest 10 Wealth Builders
Virginia
$1.78K +$1.78K +13 New
AA
488
Addison Advisors
Vermont
$1.5K +$549 +4 +57%
CH
489
Cromwell Holdings
Wyoming
$1.5K
SIC
490
SJS Investment Consulting
Ohio
$1.37K +$137 +1 +11%
TWD
491
True Wealth Design
Ohio
$1.31K +$137 +1 +11%
VWA
492
Valued Wealth Advisors
Utah
$1.24K +$549 +4 +80%
SEP
493
Signature Equity Partners
Ohio
$1.23K +$1.24K +9 New
TPBG
494
Turning Point Benefit Group
Maryland
$1.23K +$1.24K +9 New
SC
495
SouthState Corp
Florida
$1.09K -$686 -5 -38%
BHWM
496
Bay Harbor Wealth Management
Maryland
$1.09K +$274 +2 +33%
NA
497
Networth Advisors
Pennsylvania
$1.09K +$1.1K +8 New
HIA
498
HFM Investment Advisors
New Jersey
$957
SWM
499
Spire Wealth Management
Virginia
$957 +$137 +1 +17%
BFS
500
Bare Financial Services
Pennsylvania
$683