PlayAGS
AGS
AGS was delisted on the 30th of June, 2025.
140 hedge funds and large institutions have $412M invested in PlayAGS in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 22 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 32
8% more capital invested
Capital invested by funds: $382M → $412M (+$30.5M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.63% less ownership
Funds ownership: 80.82% → 80.19% (-0.63%)
3% less funds holding
Funds holding: 145 → 140 (-5)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLAM
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
+$9.34M |
| 2 |
GCL
Glazer Capital LLC
New York
|
+$8.14M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.02M |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$4.08M |
| 5 |
GLF
Groupe la Francaise
Paris,
France
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAM
Decagon Asset Management
London,
United Kingdom
|
-$17.2M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$8.86M |
| 3 |
EIM
Emmett Investment Management
New York
|
-$4.18M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$4.12M |
| 5 |
Millennium Management
New York
|
-$2.61M |
AGS Hedge Fund Activity: Q1 2025 in Review
140 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PlayAGS (AGS) for Q1 2025, worth a combined $412M — up 8% from $382M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of AGS and 18 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 54 added.
The largest buyer was Gardner Lewis Asset Management, opening a new position worth an estimated $9.34M. The largest seller was Decagon Asset Management, cutting an estimated $17.2M.
- 140 institutional investors held PlayAGS (AGS) as of Q1 2025, down from 145 in Q4 2024.
- Funds reported $412M of PlayAGS stock for Q1 2025, up 8% quarter-over-quarter.
- 18 funds opened new PlayAGS positions in Q1 2025 and 22 closed out, a net change of -4 holders.
- The largest PlayAGS buyer in Q1 2025 was Gardner Lewis Asset Management, an estimated $9.34M added.
- The largest PlayAGS seller in Q1 2025 was Decagon Asset Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2025.