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Amalgamated Financial
AMAL

Overview Fund Activity

174 hedge funds and large institutions have $599M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 26 closing their positions.

Holders
174
Holders Change
-10
Holders Change %
-5.43%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
75
Reduced
57
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTW
1
Boston Trust Walden
Massachusetts
$17M
2
AWAU
2
Alliance Wealth Advisors (Utah)
Utah
$10.2M
3
BlackRock
3
BlackRock
New York
$106M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$4.14M

Top Sellers

1
NPIC
1
Neumeier Poma Investment Counsel
California
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$7.86M
3
Invesco
3
Invesco
Georgia
$1.12M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$0
5
Lazard Asset Management
5
Lazard Asset Management
New York
$115K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$106M 3,395,610 +224,856 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43M 1,377,823 +122,657 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.2M 1,352,288 +35,615 +3%
Macquarie Group
4
Macquarie Group
Australia
$29.5M 945,683 +16,895 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$23.9M 766,789 -649 -0.1%
State Street
6
State Street
Massachusetts
$22.9M 734,347 -50,757 -6%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$21.9M 701,573 -39,069 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19M 608,506 +102,166 +20%
American Century Companies
9
American Century Companies
Missouri
$17.2M 552,182 +26,041 +5%
BTW
10
Boston Trust Walden
Massachusetts
$17M 544,044 +544,044 New
First Manhattan
11
First Manhattan
New York
$12.3M 395,675 -28,000 -7%
AWAU
12
Alliance Wealth Advisors (Utah)
Utah
$10.2M 46,391 +46,391 New
LSV Asset Management
13
LSV Asset Management
Illinois
$10M 321,758 +32,805 +11%
Millennium Management
14
Millennium Management
New York
$9.96M 319,158 +87,422 +38%
BCM
15
Bridgeway Capital Management
Texas
$8.95M 286,835 +3,123 +1%
Allianz Asset Management
16
Allianz Asset Management
Germany
$7.86M 251,832 -96,711 -28%
Federated Hermes
17
Federated Hermes
Pennsylvania
$7.62M 244,222 +1,639 +0.7%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$7.53M 241,375 -20,945 -8%
Northern Trust
19
Northern Trust
Illinois
$7.23M 231,592 +21,998 +10%
NIA
20
NIA Impact Advisors
California
$6.62M 212,145 -1,341 -0.6%
Barclays
21
Barclays
United Kingdom
$6.06M 194,315 +29,847 +18%
Goldman Sachs
22
Goldman Sachs
New York
$5.91M 189,579 -35,993 -16%
Morgan Stanley
23
Morgan Stanley
New York
$5.65M 180,981 +9,106 +5%
NL
24
Nuveen LLC
North Carolina
$5.62M 180,288 +61,480 +52%
Charles Schwab
25
Charles Schwab
California
$5.6M 179,469 -59,434 -25%
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