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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
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$371K -$323K -11,031 -48%
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$370K +$347K +11,854 New
PCM
103
Penn Capital Management
Pennsylvania
$357K +$7.73K +264 +2%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$353K
IIM
105
INTECH Investment Management
Florida
$351K -$71.8K -2,452 -18%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$341K +$51.8K +1,767 +19%
SEI Investments
107
SEI Investments
Pennsylvania
$327K +$1.79K +61 +0.6%
VRS
108
Virginia Retirement Systems
Virginia
$323K -$43.9K -1,500 -13%
Deutsche Bank
109
Deutsche Bank
Germany
$316K -$70.1K -2,392 -19%
CSS
110
Cubist Systematic Strategies
Connecticut
$306K +$251K +8,564 +687%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$292K +$2.55K +87 +0.9%
X
112
Xponance
Pennsylvania
$267K +$4.8K +164 +2%
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$260K +$45.1K +1,538 +23%
Truist Financial
114
Truist Financial
North Carolina
$256K +$240K +8,195 New
ACM
115
Aquatic Capital Management
Illinois
$249K -$137K -4,685 -37%
EC
116
EntryPoint Capital
New York
$245K +$230K +7,861 New
VOYA Investment Management
117
VOYA Investment Management
Georgia
$241K +$226K +7,711 New
EI
118
Ethic Inc
New York
$239K -$120K -4,106 -35%
Verition Fund Management
119
Verition Fund Management
Connecticut
$236K +$221K +7,556 New
VEA
120
Virtus ETF Advisers
New York
$233K
CSC
121
Caldwell Sutter Capital
California
$229K
Mariner
122
Mariner
Kansas
$225K -$59.7K -2,039 -22%
I
123
InceptionR
California
$224K +$211K +7,193 New
AI
124
Atria Investments
North Carolina
$223K +$4.22K +144 +2%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$204K -$375K -12,807 -66%

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.