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Amalgamated Financial

176 hedge funds and large institutions have $695M invested in Amalgamated Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$10.2K
C
152
Covestor
United Kingdom
$10K
FFA
153
Farther Finance Advisors
California
$9.61K
Osaic Holdings
154
Osaic Holdings
Arizona
$9.56K
HI
155
Harbour Investments
Wisconsin
$8.79K
LFG
156
Larson Financial Group
Missouri
$5.91K
SAM
157
Smartleaf Asset Management
Massachusetts
$5.32K
BTI
158
Blue Trust Inc
Georgia
$4.86K
VWA
159
VSM Wealth Advisory
Maryland
$4.77K
AF
160
Allworth Financial
California
$4.02K
Jones Financial Companies
161
Jones Financial Companies
Missouri
$3.79K
MCM
162
MAI Capital Management
Ohio
$3.15K
RIL
163
Rothschild Investment LLC
Illinois
$3.15K
EWA
164
EverSource Wealth Advisors
Alabama
$3.11K
EP
165
Essential Partners
California
$2.99K
TWD
166
True Wealth Design
Ohio
$2.53K
UB
167
UMB Bank
Missouri
$2.33K
QT
168
Quantbot Technologies
New York
$1.75K
PWA
169
Physician Wealth Advisors
Utah
$1.36K
RFP
170
Root Financial Partners
California
$1.24K
AssetMark Inc
171
AssetMark Inc
California
$700
CIAM
172
Caitong International Asset Management
Hong Kong
$311
IA
173
IFP Advisors
Florida
$233
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$194
GIA
175
GHP Investment Advisors
Colorado
$39