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Amalgamated Financial
AMAL

171 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, 56 increasing their positions, 61 reducing their positions, and 22 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.64% less ownership

Funds ownership: 61.72% → 60.08% (-1.6%)

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$4.7M
2
+$3.77M
3
+$3.5M
4
Bessemer Group
Bessemer Group
New Jersey
+$2.98M
5
TI
Trexquant Investment
Connecticut
+$2.03M

Top Sellers

1
-$23.7M
2
-$14.6M
3
-$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
NIA
27
NIA Impact Advisors
California
$3.82M
IP
28
Isthmus Partners
Wisconsin
$3.71M
Credit Agricole
29
Credit Agricole
France
$3.53M
GC
30
Globeflex Capital
California
$3.43M
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.39M
Bessemer Group
32
Bessemer Group
New Jersey
$3.28M
AC
33
Arjuna Capital
North Carolina
$3.16M
Millennium Management
34
Millennium Management
New York
$3.15M
Allianz Asset Management
35
Allianz Asset Management
Germany
$3.11M
CYG
36
Clean Yield Group
Vermont
$2.96M
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.95M
Victory Capital Management
38
Victory Capital Management
Texas
$2.89M
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.88M
Barclays
40
Barclays
United Kingdom
$2.76M
HI
41
Harrington Investments
California
$2.61M
F8IS
42
Figure 8 Investment Strategies
Idaho
$2.61M
MAM
43
Martingale Asset Management
Massachusetts
$2.52M
Universal-Beteiligungs- und Servicegesellschaft
44
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.29M
TI
45
Trexquant Investment
Connecticut
$2.23M
EDRH
46
Edmond de Rothschild Holding
Switzerland
$2.23M
Citadel Advisors
47
Citadel Advisors
Florida
$2.19M
AWP
48
Abacus Wealth Partners
California
$2.1M
Franklin Resources
49
Franklin Resources
California
$2.04M
JP Morgan Chase
50
JP Morgan Chase
New York
$1.96M
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