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Amalgamated Financial
AMAL

173 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, 57 increasing their positions, 62 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

15% more capital invested

Capital invested by funds: $501M → $576M (+$74.7M)

6% more funds holding

Funds holding: 163 → 173 (+10)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1.63% less ownership

Funds ownership: 61.72% → 60.09% (-1.6%)

Holders
173
Holders Change
+10
Holders Change %
+6.13%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
57
Reduced
62
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.7M
2
Goldman Sachs
Goldman Sachs
New York
+$3.77M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$3.5M
4
Bessemer Group
Bessemer Group
New Jersey
+$2.98M
5
TI
Trexquant Investment
Connecticut
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$23.7M
2
BTW
Boston Trust Walden
Massachusetts
-$14.6M
3
Millennium Management
Millennium Management
New York
-$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
Creative Planning
51
Creative Planning
Kansas
$1.86M +$1.05M +36,213 +165%
UBS AM
52
UBS AM
Illinois
$1.79M -$53.2K -1,829 -3%
Lazard Asset Management
53
Lazard Asset Management
New York
$1.72M +$1.56M +53,724 New
HSBC Holdings
54
HSBC Holdings
United Kingdom
$1.69M +$846K +29,090 +124%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$1.63M -$395K -13,570 -21%
AT
56
Avalon Trust
New Mexico
$1.58M – – –
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$1.45M +$199K +6,852 +18%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$1.44M -$34.9K -1,200 -3%
Principal Financial Group
59
Principal Financial Group
Iowa
$1.35M +$386K +13,260 +46%
Invesco
60
Invesco
Georgia
$1.34M +$36.5K +1,256 +3%
Ameriprise
61
Ameriprise
Minnesota
$1.25M +$1.48K +51 +0.1%
UBS Group
62
UBS Group
Switzerland
$1.24M -$1.08M -36,980 -49%
Verition Fund Management
63
Verition Fund Management
Connecticut
$1.14M -$237K -8,139 -19%
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.14M -$72.7K -2,500 -7%
Prudential Financial
65
Prudential Financial
New Jersey
$1.1M +$15K +515 +2%
Assenagon Asset Management
66
Assenagon Asset Management
Luxembourg
$1.06M -$77.4K -2,661 -7%
A
67
AlphaQuest
New York
$1.04M +$73.6K +2,529 +8%
Citigroup
68
Citigroup
New York
$991K -$64.3K -2,209 -7%
VI
69
Versor Investments
New York
$935K +$849K +29,200 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$918K -$182K -6,256 -18%
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$832K +$756K +25,988 New
Wells Fargo
72
Wells Fargo
California
$825K +$227K +7,808 +43%
SIM
73
SummerHaven Investment Management
Connecticut
$818K – – –
BP
74
Ballentine Partners
Massachusetts
$776K +$89K +3,058 +14%
JF
75
Jump Financial
Illinois
$769K +$699K +24,015 New
1 2
3
4 5

AMAL Hedge Fund Activity: Q4 2025 in Review

173 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2025, worth a combined $576M — up 15% from $501M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AMAL positions and 22 closed out — a net gain of 10 holders — while 57 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $4.7M. The largest seller was Macquarie Group, exiting entirely with an estimated $23.7M sold.

  • 173 institutional investors held Amalgamated Financial (AMAL) as of Q4 2025, up from 163 in Q3 2025.
  • Funds reported $576M of Amalgamated Financial stock for Q4 2025, up 15% quarter-over-quarter.
  • 32 funds opened new Amalgamated Financial positions in Q4 2025 and 22 closed out, a net change of +10 holders.
  • The largest Amalgamated Financial buyer in Q4 2025 was BlackRock, an estimated $4.7M added.
  • The largest Amalgamated Financial seller in Q4 2025 was Macquarie Group, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2025.