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Amalgamated Financial

177 hedge funds and large institutions have $601M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

11% more capital invested

Capital invested by funds: $541M → $601M (+$60.1M)

0.76% more ownership

Funds ownership: 61.26%62.03% (+0.76%)

4% less funds holding

Funds holding: 185177 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
77
Reduced
57
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
51
Franklin Resources
California
$2.07M -$1.29M -43,972 -40%
Universal-Beteiligungs- und Servicegesellschaft
52
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.01M -$14.8K -504 -0.8%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.95M +$117K +4,005 +7%
Two Sigma Investments
54
Two Sigma Investments
New York
$1.8M -$582K -19,882 -26%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$1.71M -$63.8K -2,179 -4%
Ameriprise
56
Ameriprise
Minnesota
$1.68M +$38.3K +1,308 +2%
AT
57
Avalon Trust
New Mexico
$1.55M -$32.2K -1,100 -2%
Axa
58
Axa
France
$1.4M
Principal Financial Group
59
Principal Financial Group
Iowa
$1.36M +$709K +24,216 +124%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.33M +$68K +2,320 +6%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$1.24M -$1.67K -57 -0.1%
Swiss National Bank
62
Swiss National Bank
Switzerland
$1.19M +$70.3K +2,400 +7%
DFCM
63
Dark Forest Capital Management
Puerto Rico
$1.18M +$571K +19,486 +105%
Assenagon Asset Management
64
Assenagon Asset Management
Luxembourg
$1.15M +$1.08M +36,922 New
Invesco
65
Invesco
Georgia
$1.12M -$2.46M -83,830 -70%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$1.11M -$687K -23,455 -40%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.11M +$227K +7,741 +28%
Citigroup
68
Citigroup
New York
$1.1M -$64.9K -2,216 -6%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$1.08M -$404K -13,800 -29%
Voloridge Investment Management
70
Voloridge Investment Management
Florida
$1.08M +$410K +14,003 +68%
Prudential Financial
71
Prudential Financial
New Jersey
$1.05M +$39.3K +1,340 +4%
SIM
72
SummerHaven Investment Management
Connecticut
$912K +$15.4K +526 +2%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$909K -$170K -5,813 -17%
Creative Planning
74
Creative Planning
Kansas
$893K +$80.9K +2,761 +11%
Jane Street
75
Jane Street
New York
$840K -$508K -17,347 -39%

AMAL Hedge Fund Activity: Q2 2025 in Review

177 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2025, worth a combined $601M — up 11% from $541M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AMAL and 21 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 77 added.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $15.9M. The largest seller was Neumeier Poma Investment Counsel, exiting entirely with an estimated $6.96M sold.

  • 177 institutional investors held Amalgamated Financial (AMAL) as of Q2 2025, down from 185 in Q1 2025.
  • Funds reported $601M of Amalgamated Financial stock for Q2 2025, up 11% quarter-over-quarter.
  • 21 funds opened new Amalgamated Financial positions in Q2 2025 and 27 closed out, a net change of -6 holders.
  • The largest Amalgamated Financial buyer in Q2 2025 was Boston Trust Walden, an estimated $15.9M added.
  • The largest Amalgamated Financial seller in Q2 2025 was Neumeier Poma Investment Counsel, an estimated $6.96M sold.

Based on aggregated 13F filings for Q2 2025.