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Amalgamated Financial

177 hedge funds and large institutions have $601M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

11% more capital invested

Capital invested by funds: $541M → $601M (+$60.1M)

0.76% more ownership

Funds ownership: 61.26%62.03% (+0.76%)

4% less funds holding

Funds holding: 185177 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
77
Reduced
57
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.32M -$2.17M -74,191 -30%
CAM
27
Congress Asset Management
Massachusetts
$4.97M +$6.01K +205 +0.1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.83M +$393K +13,412 +9%
Bank of America
29
Bank of America
North Carolina
$4.63M +$1.19M +40,454 +37%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$4.45M +$308K +10,526 +8%
KBC Group
31
KBC Group
Belgium
$4.39M
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$4.37M +$185K +6,302 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$4.14M +$3.34M +114,171 +617%
SCP
34
Seizert Capital Partners
Michigan
$3.58M +$74.7K +2,550 +2%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$3.51M +$61.5K +2,100 +2%
IP
36
Isthmus Partners
Wisconsin
$3.42M +$5.89K +201 +0.2%
EF
37
Empowered Funds
Pennsylvania
$3.26M +$91.5K +3,123 +3%
CYG
38
Clean Yield Group
Vermont
$3.24M -$305K -10,426 -9%
AC
39
Arjuna Capital
North Carolina
$2.98M -$1.56M -53,132 -36%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.94M -$185K -6,310 -6%
GC
41
Globeflex Capital
California
$2.91M
UBS AM
42
UBS AM
Illinois
$2.75M +$677K +23,100 +35%
TI
43
Trexquant Investment
Connecticut
$2.73M -$1.57M -53,535 -38%
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.66M -$1.18M -40,358 -32%
F8IS
45
Figure 8 Investment Strategies
Idaho
$2.6M -$53.8K -1,837 -2%
HI
46
Harrington Investments
California
$2.51M +$10.3K +350 +0.4%
UBS Group
47
UBS Group
Switzerland
$2.46M -$265K -9,058 -10%
Victory Capital Management
48
Victory Capital Management
Texas
$2.44M +$1.59M +54,149 +226%
EPCA
49
Elizabeth Park Capital Advisors
Ohio
$2.25M -$614K -20,969 -23%
MAM
50
Martingale Asset Management
Massachusetts
$2.12M +$38.2K +1,304 +2%

AMAL Hedge Fund Activity: Q2 2025 in Review

177 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2025, worth a combined $601M — up 11% from $541M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AMAL and 21 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 77 added.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $15.9M. The largest seller was Neumeier Poma Investment Counsel, exiting entirely with an estimated $6.96M sold.

  • 177 institutional investors held Amalgamated Financial (AMAL) as of Q2 2025, down from 185 in Q1 2025.
  • Funds reported $601M of Amalgamated Financial stock for Q2 2025, up 11% quarter-over-quarter.
  • 21 funds opened new Amalgamated Financial positions in Q2 2025 and 27 closed out, a net change of -6 holders.
  • The largest Amalgamated Financial buyer in Q2 2025 was Boston Trust Walden, an estimated $15.9M added.
  • The largest Amalgamated Financial seller in Q2 2025 was Neumeier Poma Investment Counsel, an estimated $6.96M sold.

Based on aggregated 13F filings for Q2 2025.