We are live on ! Find out more
AMAL icon

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
Rafferty Asset Management
76
Rafferty Asset Management
New York
$724K -$365K -12,551 -36%
NI
77
Natural Investments
California
$719K +$82.1K +2,821 +14%
AG
78
Algert Global
California
$703K +$638K +21,947 New
First Trust Advisors
79
First Trust Advisors
Illinois
$692K -$3.36M -115,543 -84%
EC
80
EntryPoint Capital
New York
$685K +$218K +7,488 +54%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$666K +$19.6K +674 +3%
Legal & General Group
82
Legal & General Group
United Kingdom
$660K -$2.15K -74 -0.4%
QC
83
Quent Capital
New York
$659K +$599K +20,580 New
Stifel Financial
84
Stifel Financial
Missouri
$599K – – –
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$583K +$530K +18,210 New
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$531K -$59.1K -2,033 -11%
B
87
Bailard
California
$522K +$204K +7,000 +75%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$486K +$3.23K +111 +0.7%
RS
89
R Squared
Hong Kong
$485K +$440K +15,133 New
I
90
InceptionR
California
$482K +$175K +6,002 +66%
MO
91
McMillan Office
Michigan
$480K +$436K +15,000 New
EGM
92
Engineers Gate Manager
New York
$476K -$237K -8,158 -35%
Allspring Global Investments
93
Allspring Global Investments
North Carolina
$475K +$37.7K +1,297 +10%
MIM
94
MetLife Investment Management
New Jersey
$451K – – –
SG Americas Securities
95
SG Americas Securities
New York
$434K +$39.9K +1,371 +11%
Deutsche Bank
96
Deutsche Bank
Germany
$422K -$3.98K -137 -1%
YIH
97
Y-Intercept (HK)
Hong Kong
$407K +$369K +12,693 New
Squarepoint
98
Squarepoint
New York
$393K +$112K +3,835 +45%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$387K -$1.08K -37 -0.3%
PP
100
PDT Partners
New York
$377K +$343K +11,777 New
2 3
4
5 6

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.