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Amalgamated Financial
AMAL

163 hedge funds and large institutions have $501M invested in Amalgamated Financial in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 62.03% → 61.72% (-0.31%)

8% less funds holding

Funds holding: 177 → 163 (-14)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

17% less capital invested

Capital invested by funds: $601M → $501M (-$99.3M)

41% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
163
Holders Change
-14
Holders Change %
-7.91%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
56
Reduced
65
Closed
34
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$6.05M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$3.92M
3
EDRH
Edmond de Rothschild Holding
Switzerland
+$2.17M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.63M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
AWAU
Alliance Wealth Advisors (Utah)
Utah
-$10.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$4.52M
3
Barclays
Barclays
United Kingdom
-$3.88M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$3.78M
5
TI
Trexquant Investment
Connecticut
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.23M +$28.1K +945 +0.6%
First Trust Advisors
27
First Trust Advisors
Illinois
$3.72M +$133K +4,470 +3%
KBC Group
28
KBC Group
Belgium
$3.6M -$241K -8,124 -6%
NIA
29
NIA Impact Advisors
California
$3.36M -$2.63M -88,411 -42%
EF
30
Empowered Funds
Pennsylvania
$3.15M +$338K +11,380 +11%
SCP
31
Seizert Capital Partners
Michigan
$3.06M -$62.4K -2,099 -2%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.02M +$502K +16,903 +18%
Credit Agricole
33
Credit Agricole
France
$2.84M +$3.11M +104,551 New
CYG
34
Clean Yield Group
Vermont
$2.72M -$106K -3,567 -3%
AC
35
Arjuna Capital
North Carolina
$2.71M +$127K +4,280 +4%
Allianz Asset Management
36
Allianz Asset Management
Germany
$2.7M -$4.52M -152,208 -60%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.69M +$1.23M +41,300 +71%
JP Morgan Chase
38
JP Morgan Chase
New York
$2.67M -$2.14M -72,108 -42%
Victory Capital Management
39
Victory Capital Management
Texas
$2.63M +$556K +18,695 +24%
GC
40
Globeflex Capital
California
$2.53M – – –
F8IS
41
Figure 8 Investment Strategies
Idaho
$2.29M +$27.8K +936 +1%
HI
42
Harrington Investments
California
$2.19M – – –
AQR Capital Management
43
AQR Capital Management
Connecticut
$2.18M -$145K -4,888 -6%
UBS Group
44
UBS Group
Switzerland
$2.05M -$95.4K -3,209 -4%
MAM
45
Martingale Asset Management
Massachusetts
$2.04M +$211K +7,107 +10%
EDRH
46
Edmond de Rothschild Holding
Switzerland
$1.98M +$2.17M +72,962 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.94M +$273K +9,184 +15%
Franklin Resources
48
Franklin Resources
California
$1.81M -$48.2K -1,622 -2%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$1.75M -$1.43M -47,994 -43%
Barclays
50
Barclays
United Kingdom
$1.73M -$3.88M -130,443 -67%
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AMAL Hedge Fund Activity: Q3 2025 in Review

163 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2025, worth a combined $501M — down 17% from $601M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AMAL and 20 opened new positions — a net loss of 14 holders — while 65 trimmed existing stakes and 56 added.

The largest buyer was Millennium Management, adding an estimated $6.05M. The largest seller was Alliance Wealth Advisors (Utah), exiting entirely with an estimated $10.2M sold.

  • 163 institutional investors held Amalgamated Financial (AMAL) as of Q3 2025, down from 177 in Q2 2025.
  • Funds reported $501M of Amalgamated Financial stock for Q3 2025, down 17% quarter-over-quarter.
  • 20 funds opened new Amalgamated Financial positions in Q3 2025 and 34 closed out, a net change of -14 holders.
  • The largest Amalgamated Financial buyer in Q3 2025 was Millennium Management, an estimated $6.05M added.
  • The largest Amalgamated Financial seller in Q3 2025 was Alliance Wealth Advisors (Utah), an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2025.