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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
PIM
501
Plato Investment Management
Australia
-$402K -2,925 Closed
Connor, Clark & Lunn Investment Management (CC&L)
502
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$394K -2,875 Closed
FRM
503
Fox Run Management
Connecticut
-$386K -2,821 Closed
CFM
504
Catalyst Funds Management
Australia
-$370K -2,700 Closed
CFO
505
Callan Family Office
Pennsylvania
-$264K -1,927 Closed
PW
506
PUREfi Wealth
Massachusetts
-$262K -1,910 Closed
SFA
507
Sequoia Financial Advisors
Ohio
-$239K -1,744 Closed
Rafferty Asset Management
508
Rafferty Asset Management
New York
-$226K -1,649 Closed
NAS
509
Nicolet Advisory Services
Wisconsin
-$212K -1,632 Closed
MAS
510
Meeder Advisory Services
Ohio
-$220K -1,605 Closed
VAS
511
Vestmark Advisory Solutions
Massachusetts
-$212K -1,551 Closed
PP
512
Prudential plc
United Kingdom
-$205K -1,499 Closed
IGAM
513
iA Global Asset Management
Quebec, Canada
-$127K -926 Closed
MFT
514
Moisand Fitzgerald Tamayo
Florida
-$113K -826 Closed
MRP
515
Measured Risk Portfolios
California
-$73K -533 Closed
AWM
516
Avior Wealth Management
Nebraska
-$50.4K -368 Closed
CWP
517
Clark Wealth Partners
Illinois
-$34.9K -255 Closed
ANBT
518
American National Bank & Trust
Texas
-$33.3K -243 Closed
GM
519
GeoWealth Management
Illinois
-$32.9K -240 Closed
CFGS
520
Concourse Financial Group Securities
Alabama
-$19.3K -143 Closed
CP
521
Castleview Partners
Texas
-$16.1K -119 Closed
KBFS
522
Kohmann Bosshard Financial Services
Ohio
-$13.7K -100 Closed
VWM
523
Venturi Wealth Management
Texas
-$7.81K -57 Closed
HFM
524
Harvest Fund Management
China
-$6K -46 Closed
FWM
525
FLP Wealth Management
Arkansas
-$4.76K -35 Closed

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.