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Amalgamated Financial
AMAL

Overview Fund Activity

176 hedge funds and large institutions have $601M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
77
Reduced
57
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTW
Boston Trust Walden
Massachusetts
$17M
2
AWAU
Alliance Wealth Advisors (Utah)
Utah
$10.2M
3
BlackRock
BlackRock
New York
$106M
4
Vanguard Group
Vanguard Group
Pennsylvania
$43M
5
First Trust Advisors
First Trust Advisors
Illinois
$4.14M

Top Sellers

1
NPIC
Neumeier Poma Investment Counsel
California
$0
2
Allianz Asset Management
Allianz Asset Management
Germany
$7.86M
3
Invesco
Invesco
Georgia
$1.12M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Lazard Asset Management
Lazard Asset Management
New York
$115K
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$371K -$344K -11,031 -48%
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$370K +$370K +11,854 New
PCM
103
Penn Capital Management
Pennsylvania
$357K +$8.24K +264 +2%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$353K – – –
IIM
105
INTECH Investment Management
Florida
$351K -$76.5K -2,452 -18%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$341K +$55K +1,767 +19%
SEI Investments
107
SEI Investments
Pennsylvania
$327K +$1.9K +61 +0.6%
VRS
108
Virginia Retirement Systems
Virginia
$323K -$46.8K -1,500 -13%
Deutsche Bank
109
Deutsche Bank
Germany
$316K -$74.6K -2,392 -19%
CSS
110
Cubist Systematic Strategies
Connecticut
$306K +$267K +8,564 +687%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$292K +$2.71K +87 +0.9%
X
112
Xponance
Pennsylvania
$267K +$5.12K +164 +2%
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$260K +$47.9K +1,538 +23%
Truist Financial
114
Truist Financial
North Carolina
$256K +$256K +8,195 New
ACM
115
Aquatic Capital Management
Illinois
$249K -$146K -4,685 -37%
EC
116
EntryPoint Capital
New York
$245K +$245K +7,861 New
VOYA Investment Management
117
VOYA Investment Management
Georgia
$241K +$241K +7,711 New
EI
118
Ethic Inc
New York
$239K -$130K -4,106 -35%
Verition Fund Management
119
Verition Fund Management
Connecticut
$236K +$236K +7,556 New
CSC
120
Caldwell Sutter Capital
California
$229K – – –
Mariner
121
Mariner
Kansas
$225K -$63.6K -2,039 -22%
I
122
InceptionR
California
$224K +$224K +7,193 New
AI
123
Atria Investments
North Carolina
$223K +$4.49K +144 +2%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$204K -$399K -12,807 -66%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$190K – – –
3 4
5
6 7