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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
MAM
51
Martingale Asset Management
Massachusetts
$2.29M -$749K -19,764 -25%
UBS AM
52
UBS AM
Illinois
$2.18M +$8.87K +234 +0.4%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$2.08M +$2.03M +53,592 New
EDRH
54
Edmond de Rothschild Holding
Switzerland
$2.02M -$669K -17,651 -25%
Barclays
55
Barclays
United Kingdom
$1.98M -$1.34M -35,360 -41%
Jane Street
56
Jane Street
New York
$1.9M +$1.85M +48,773 New
AT
57
Avalon Trust
New Mexico
$1.89M -$28.4K -750 -2%
Lazard Asset Management
58
Lazard Asset Management
New York
$1.85M -$237K -6,251 -12%
ECM
59
ExodusPoint Capital Management
New York
$1.82M +$1.77M +46,697 New
Invesco
60
Invesco
Georgia
$1.6M -$19.9K -526 -1%
Ameriprise
61
Ameriprise
Minnesota
$1.5M -$15.2K -401 -1%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$1.49M -$539K -14,203 -27%
UBS Group
63
UBS Group
Switzerland
$1.48M -$25K -658 -2%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$1.43M -$320K -8,446 -19%
Prudential Financial
65
Prudential Financial
New Jersey
$1.42M +$82.3K +2,170 +6%
Swiss National Bank
66
Swiss National Bank
Switzerland
$1.38M
Principal Financial Group
67
Principal Financial Group
Iowa
$1.34M -$291K -7,671 -18%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.1M -$10.8K -286 -1%
Citigroup
69
Citigroup
New York
$1.01M -$186K -4,907 -16%
BP
70
Ballentine Partners
Massachusetts
$987K +$44.3K +1,167 +5%
HF
71
HRT Financial
New York
$921K +$899K +23,710 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$897K +$86.1K +2,271 +11%
SIM
73
SummerHaven Investment Management
Connecticut
$886K -$104K -2,742 -11%
First Trust Advisors
74
First Trust Advisors
Illinois
$867K +$26K +685 +3%
NI
75
Natural Investments
California
$864K -$9.03K -238 -1%

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.