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Amalgamated Financial
AMAL

173 hedge funds and large institutions have $576M invested in Amalgamated Financial in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $501M → $576M (+$74.7M)

6% more funds holding

Funds holding: 163 → 173 (+10)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1.63% less ownership

Funds ownership: 61.72% → 60.09% (-1.6%)

Holders
173
Holders Change
+10
Holders Change %
+6.13%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
57
Reduced
62
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.7M
2
Goldman Sachs
Goldman Sachs
New York
+$3.77M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$3.5M
4
Bessemer Group
Bessemer Group
New Jersey
+$2.98M
5
TI
Trexquant Investment
Connecticut
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$23.7M
2
BTW
Boston Trust Walden
Massachusetts
-$14.6M
3
Millennium Management
Millennium Management
New York
-$12.3M
4
First Trust Advisors
First Trust Advisors
Illinois
-$3.36M
5
EF
Empowered Funds
Pennsylvania
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$3.94M -$1.02M -35,234 -22%
NIA
27
NIA Impact Advisors
California
$3.82M -$133K -4,578 -4%
IP
28
Isthmus Partners
Wisconsin
$3.71M +$23K +790 +0.7%
Credit Agricole
29
Credit Agricole
France
$3.53M +$160K +5,506 +5%
GC
30
Globeflex Capital
California
$3.43M +$401K +13,795 +15%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.39M -$154K -5,288 -5%
Bessemer Group
32
Bessemer Group
New Jersey
$3.28M +$2.98M +102,438 +186,251%
AC
33
Arjuna Capital
North Carolina
$3.16M -$29.5K -1,014 -1%
Millennium Management
34
Millennium Management
New York
$3.15M -$12.3M -424,255 -81%
Allianz Asset Management
35
Allianz Asset Management
Germany
$3.11M -$75.1K -2,580 -3%
CYG
36
Clean Yield Group
Vermont
$2.96M -$227K -7,806 -8%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.95M +$597K +20,538 +29%
Victory Capital Management
38
Victory Capital Management
Texas
$2.89M -$192K -6,588 -7%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.88M +$274K +9,406 +12%
Barclays
40
Barclays
United Kingdom
$2.76M +$653K +22,444 +35%
HI
41
Harrington Investments
California
$2.61M +$30.5K +1,050 +1%
F8IS
42
Figure 8 Investment Strategies
Idaho
$2.61M -$86K -2,958 -4%
MAM
43
Martingale Asset Management
Massachusetts
$2.52M +$108K +3,720 +5%
Universal-Beteiligungs- und Servicegesellschaft
44
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.29M +$247K +8,491 +13%
TI
45
Trexquant Investment
Connecticut
$2.23M +$2.03M +69,773 New
EDRH
46
Edmond de Rothschild Holding
Switzerland
$2.23M -$93.9K -3,228 -4%
Citadel Advisors
47
Citadel Advisors
Florida
$2.19M +$1.99M +68,324 New
AWP
48
Abacus Wealth Partners
California
$2.1M +$1.91M +65,566 New
Franklin Resources
49
Franklin Resources
California
$2.04M -$26.9K -925 -1%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.96M -$1.08M -37,178 -38%
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AMAL Hedge Fund Activity: Q4 2025 in Review

173 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2025, worth a combined $576M — up 15% from $501M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AMAL positions and 22 closed out — a net gain of 10 holders — while 57 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $4.7M. The largest seller was Macquarie Group, exiting entirely with an estimated $23.7M sold.

  • 173 institutional investors held Amalgamated Financial (AMAL) as of Q4 2025, up from 163 in Q3 2025.
  • Funds reported $576M of Amalgamated Financial stock for Q4 2025, up 15% quarter-over-quarter.
  • 32 funds opened new Amalgamated Financial positions in Q4 2025 and 22 closed out, a net change of +10 holders.
  • The largest Amalgamated Financial buyer in Q4 2025 was BlackRock, an estimated $4.7M added.
  • The largest Amalgamated Financial seller in Q4 2025 was Macquarie Group, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2025.