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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

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $576M → $695M (+$119M)

2% more funds holding

Funds holding: 173176 (+3)

0.33% more ownership

Funds ownership: 60.09%60.42% (+0.33%)

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
55
Reduced
61
Closed
22
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 +$531 +14 +6%
C
152
Covestor
United Kingdom
$10K -$796 -21 -7%
FFA
153
Farther Finance Advisors
California
$9.61K +$683 +18 +8%
Osaic Holdings
154
Osaic Holdings
Arizona
$9.56K -$1.86K -49 -17%
HI
155
Harbour Investments
Wisconsin
$8.79K +$2.62K +69 +44%
LFG
156
Larson Financial Group
Missouri
$5.91K
SAM
157
Smartleaf Asset Management
Massachusetts
$5.32K +$3.15K +83 +148%
BTI
158
Blue Trust Inc
Georgia
$4.86K
VWA
159
VSM Wealth Advisory
Maryland
$4.77K +$38 +1 +0.8%
AF
160
Allworth Financial
California
$4.02K +$986 +26 +34%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$3.79K +$3.79K +100 New
MCM
162
MAI Capital Management
Ohio
$3.15K +$645 +17 +27%
RIL
163
Rothschild Investment LLC
Illinois
$3.15K +$228 +6 +8%
EWA
164
EverSource Wealth Advisors
Alabama
$3.11K +$1.86K +49 +158%
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 -$37K -975 -96%
PWA
169
Physician Wealth Advisors
Utah
$1.36K
RFP
170
Root Financial Partners
California
$1.24K +$1.21K +32 New
AssetMark Inc
171
AssetMark Inc
California
$700
CIAM
172
Caitong International Asset Management
Hong Kong
$311 -$5.54K -146 -95%
IA
173
IFP Advisors
Florida
$233 -$38 -1 -14%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$194
GIA
175
GHP Investment Advisors
Colorado
$39 +$38 +1 New

AMAL Hedge Fund Activity: Q1 2026 in Review

176 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2026, worth a combined $695M — up 21% from $576M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AMAL positions and 22 closed out — a net gain of 10 holders — while 55 added to existing stakes and 61 trimmed.

The largest buyer was Nomura Asset Management International, adding an estimated $12.8M. The largest seller was Adage Capital Partners, cutting an estimated $4.31M.

  • 176 institutional investors held Amalgamated Financial (AMAL) as of Q1 2026, up from 173 in Q4 2025.
  • Funds reported $695M of Amalgamated Financial stock for Q1 2026, up 21% quarter-over-quarter.
  • 32 funds opened new Amalgamated Financial positions in Q1 2026 and 22 closed out, a net change of +10 holders.
  • The largest Amalgamated Financial buyer in Q1 2026 was Nomura Asset Management International, an estimated $12.8M added.
  • The largest Amalgamated Financial seller in Q1 2026 was Adage Capital Partners, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2026.