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Amalgamated Financial
AMAL

Overview Fund Activity

176 hedge funds and large institutions have $601M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
77
Reduced
57
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
NPIC
Neumeier Poma Investment Counsel
California
$0
2
Allianz Asset Management
Allianz Asset Management
Germany
$7.86M
3
Invesco
Invesco
Georgia
$1.12M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Lazard Asset Management
Lazard Asset Management
New York
$115K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$5.32M -$2.31M -74,191 -30%
CAM
27
Congress Asset Management
Massachusetts
$4.97M +$6.4K +205 +0.1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.83M +$418K +13,412 +9%
Bank of America
29
Bank of America
North Carolina
$4.63M +$1.26M +40,454 +37%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$4.45M +$328K +10,526 +8%
KBC Group
31
KBC Group
Belgium
$4.39M – – –
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$4.37M +$197K +6,302 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$4.14M +$3.56M +114,171 +617%
SCP
34
Seizert Capital Partners
Michigan
$3.58M +$79.6K +2,550 +2%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$3.51M +$65.5K +2,100 +2%
IP
36
Isthmus Partners
Wisconsin
$3.42M +$6.27K +201 +0.2%
EF
37
Empowered Funds
Pennsylvania
$3.26M +$97.4K +3,123 +3%
CYG
38
Clean Yield Group
Vermont
$3.24M -$325K -10,426 -9%
AC
39
Arjuna Capital
North Carolina
$2.98M -$1.66M -53,132 -36%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.94M -$197K -6,310 -6%
GC
41
Globeflex Capital
California
$2.91M – – –
UBS AM
42
UBS AM
Illinois
$2.75M +$721K +23,100 +35%
TI
43
Trexquant Investment
Connecticut
$2.73M -$1.67M -53,535 -38%
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.66M -$1.26M -40,358 -32%
F8IS
45
Figure 8 Investment Strategies
Idaho
$2.6M -$57.3K -1,837 -2%
HI
46
Harrington Investments
California
$2.51M +$10.9K +350 +0.4%
UBS Group
47
UBS Group
Switzerland
$2.46M -$283K -9,058 -10%
Victory Capital Management
48
Victory Capital Management
Texas
$2.44M +$1.69M +54,149 +226%
EPCA
49
Elizabeth Park Capital Advisors
Ohio
$2.25M -$654K -20,969 -23%
MAM
50
Martingale Asset Management
Massachusetts
$2.12M +$40.7K +1,304 +2%
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