Amalgamated Financial
AMAL
185 hedge funds and large institutions have $541M invested in Amalgamated Financial in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 77 reducing their positions, and 32 closing their positions.
1.69% more ownership
Funds ownership: 59.57% → 61.26% (+1.7%)
9% less call options, than puts
Call options by funds: $60K | Put options by funds: $66K
5% less funds holding
Funds holding: 195 → 185 (-10)
12% less capital invested
Capital invested by funds: $611M → $541M (-$70.9M)
19% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 77
28% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 32
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$30.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$23.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$6.3M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$5.89M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$10.6M |
| 2 |
JP Morgan Chase
New York
|
-$9.85M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$5.12M |
| 4 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$4.88M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$4.12M |
AMAL Hedge Fund Activity: Q1 2025 in Review
185 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2025, worth a combined $541M — down 12% from $611M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of AMAL and 23 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 62 added.
The largest buyer was Macquarie Group, opening a new position worth an estimated $30.4M. The largest seller was BlackRock, cutting an estimated $10.6M.
- 185 institutional investors held Amalgamated Financial (AMAL) as of Q1 2025, down from 195 in Q4 2024.
- Funds reported $541M of Amalgamated Financial stock for Q1 2025, down 12% quarter-over-quarter.
- 23 funds opened new Amalgamated Financial positions in Q1 2025 and 32 closed out, a net change of -9 holders.
- The largest Amalgamated Financial buyer in Q1 2025 was Macquarie Group, an estimated $30.4M added.
- The largest Amalgamated Financial seller in Q1 2025 was BlackRock, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2025.