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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 %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$5.32M 170,499 -74,191 -30%
CAM
27
Congress Asset Management
Massachusetts
$4.97M 159,189 +205 +0.1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.83M 154,931 +13,412 +9%
Bank of America
29
Bank of America
North Carolina
$4.63M 148,468 +40,454 +37%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$4.45M 142,694 +10,526 +8%
KBC Group
31
KBC Group
Belgium
$4.39M 140,573 – –
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$4.37M 140,021 +6,302 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$4.14M 132,681 +114,171 +617%
SCP
34
Seizert Capital Partners
Michigan
$3.58M 114,825 +2,550 +2%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$3.51M 112,606 +2,100 +2%
IP
36
Isthmus Partners
Wisconsin
$3.42M 109,735 +201 +0.2%
EF
37
Empowered Funds
Pennsylvania
$3.26M 104,505 +3,123 +3%
CYG
38
Clean Yield Group
Vermont
$3.24M 103,894 -10,426 -9%
AC
39
Arjuna Capital
North Carolina
$2.98M 95,502 -53,132 -36%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.94M 94,372 -6,310 -6%
GC
41
Globeflex Capital
California
$2.91M 93,152 – –
UBS AM
42
UBS AM
Illinois
$2.75M 88,210 +23,100 +35%
TI
43
Trexquant Investment
Connecticut
$2.73M 87,535 -53,535 -38%
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.66M 85,308 -40,358 -32%
F8IS
45
Figure 8 Investment Strategies
Idaho
$2.6M 83,486 -1,837 -2%
HI
46
Harrington Investments
California
$2.51M 80,510 +350 +0.4%
UBS Group
47
UBS Group
Switzerland
$2.46M 78,858 -9,058 -10%
Victory Capital Management
48
Victory Capital Management
Texas
$2.44M 78,140 +54,149 +226%
EPCA
49
Elizabeth Park Capital Advisors
Ohio
$2.25M 72,040 -20,969 -23%
MAM
50
Martingale Asset Management
Massachusetts
$2.12M 67,898 +1,304 +2%
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