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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B -$50.3M -389,857 -5%
BlackRock
2
BlackRock
New York
$1.01B -$2.18M -16,910 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$625M -$89.4M -692,884 -13%
State Street
4
State Street
Massachusetts
$369M +$6.71M +51,948 +2%
AFGI4KRSP
5
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$344M +$3M +23,228 +0.9%
Charles Schwab
6
Charles Schwab
California
$331M +$260M +2,012,027 +396%
Victory Capital Management
7
Victory Capital Management
Texas
$311M -$127M -980,431 -29%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$226M +$15.7M +121,858 +8%
AllianceBernstein
9
AllianceBernstein
Tennessee
$134M -$5.81M -44,993 -4%
Invesco
10
Invesco
Georgia
$129M -$1.44M -11,180 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$129M -$1.75M -13,556 -1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$129M +$1.84M +14,265 +1%
Norges Bank
13
Norges Bank
Norway
$118M +$753K +5,834 +0.7%
Northern Trust
14
Northern Trust
Illinois
$108M +$2.44M +18,886 +2%
Morgan Stanley
15
Morgan Stanley
New York
$102M +$1.41M +10,915 +1%
Goldman Sachs
16
Goldman Sachs
New York
$92.9M +$7M +54,204 +8%
BG
17
Bahl & Gaynor
Ohio
$84.8M +$7.71M +59,715 +10%
FWIA
18
Fort Washington Investment Advisors
Ohio
$79.8M
LSV Asset Management
19
LSV Asset Management
Illinois
$78.4M -$5.63M -43,638 -7%
AQR Capital Management
20
AQR Capital Management
Connecticut
$76.8M +$53.4M +413,516 +240%
JIC
21
Johnson Investment Counsel
Ohio
$74.6M -$343K -2,660 -0.5%
BTW
22
Boston Trust Walden
Massachusetts
$66.1M +$5.27M +40,822 +9%
EAM
23
EULAV Asset Management
Florida
$65.5M
Citadel Advisors
24
Citadel Advisors
Florida
$63.5M +$33M +255,487 +112%
UBS AM
25
UBS AM
Illinois
$59.3M -$6.35M -49,201 -10%

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.