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Amalgamated Financial

176 hedge funds and large institutions have $695M invested in Amalgamated Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 61 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

21% more capital invested

Capital invested by funds: $576M → $695M (+$119M)

2% more funds holding

Funds holding: 173176 (+3)

0.33% more ownership

Funds ownership: 60.09%60.42% (+0.33%)

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
55
Reduced
61
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$5.25M -$785K -20,703 -13%
EF
27
Empowered Funds
Pennsylvania
$5.22M +$5.09M +134,342 New
AQR Capital Management
28
AQR Capital Management
Connecticut
$4.52M +$1.01M +26,536 +30%
IP
29
Isthmus Partners
Wisconsin
$4.38M -$126K -3,333 -3%
Two Sigma Investments
30
Two Sigma Investments
New York
$4.3M -$793K -20,900 -16%
GC
31
Globeflex Capital
California
$4.16M
KBC Group
32
KBC Group
Belgium
$3.98M -$1.14M -30,018 -23%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$3.97M -$2.85M -75,052 -42%
AC
34
Arjuna Capital
North Carolina
$3.91M +$64.6K +1,703 +2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$3.9M +$316K +8,343 +9%
NIA
36
NIA Impact Advisors
California
$3.75M -$863K -22,763 -19%
Credit Agricole
37
Credit Agricole
France
$3.63M -$629K -16,584 -15%
Millennium Management
38
Millennium Management
New York
$3.53M -$284K -7,494 -8%
Victory Capital Management
39
Victory Capital Management
Texas
$3.51M -$872 -23 -0%
HI
40
Harrington Investments
California
$3.14M -$26.5K -700 -0.9%
Franklin Resources
41
Franklin Resources
California
$3.11M +$619K +16,320 +26%
Allianz Asset Management
42
Allianz Asset Management
Germany
$3.09M -$668K -17,610 -18%
Universal-Beteiligungs- und Servicegesellschaft
43
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.99M +$201K +5,300 +7%
CYG
44
Clean Yield Group
Vermont
$2.86M -$719K -18,973 -21%
AWP
45
Abacus Wealth Partners
California
$2.69M +$142K +3,743 +6%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.63M -$1.45M -38,316 -36%
Creative Planning
47
Creative Planning
Kansas
$2.59M +$323K +8,510 +15%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.59M -$2.14M -56,349 -46%
F8IS
49
Figure 8 Investment Strategies
Idaho
$2.57M -$583K -15,365 -19%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$2.46M +$1.41M +37,182 +143%

AMAL Hedge Fund Activity: Q1 2026 in Review

176 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2026, worth a combined $695M — up 21% from $576M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AMAL positions and 22 closed out — a net gain of 10 holders — while 55 added to existing stakes and 61 trimmed.

The largest buyer was Nomura Asset Management International, adding an estimated $12.8M. The largest seller was Adage Capital Partners, cutting an estimated $4.31M.

  • 176 institutional investors held Amalgamated Financial (AMAL) as of Q1 2026, up from 173 in Q4 2025.
  • Funds reported $695M of Amalgamated Financial stock for Q1 2026, up 21% quarter-over-quarter.
  • 32 funds opened new Amalgamated Financial positions in Q1 2026 and 22 closed out, a net change of +10 holders.
  • The largest Amalgamated Financial buyer in Q1 2026 was Nomura Asset Management International, an estimated $12.8M added.
  • The largest Amalgamated Financial seller in Q1 2026 was Adage Capital Partners, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2026.