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Amalgamated Financial

172 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, 56 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
HI
151
Harbour Investments
Wisconsin
$5.03K
CIAM
152
Caitong International Asset Management
Hong Kong
$4.93K
LFG
153
Larson Financial Group
Missouri
$4.87K
BTI
154
Blue Trust Inc
Georgia
$4K
VWA
155
VSM Wealth Advisory
Maryland
$3.92K
Optiver Holding
156
Optiver Holding
Netherlands
$3.65K
TCOV
157
Trust Company of Vermont
Vermont
$3.01K
AF
158
Allworth Financial
California
$2.48K
RIL
159
Rothschild Investment LLC
Illinois
$2.4K
TWD
160
True Wealth Design
Ohio
$2.08K
MCM
161
MAI Capital Management
Ohio
$2.05K
UB
162
UMB Bank
Missouri
$1.92K
SAM
163
Smartleaf Asset Management
Massachusetts
$1.83K
PWA
164
Physician Wealth Advisors
Utah
$1.12K
EWA
165
EverSource Wealth Advisors
Alabama
$993
AssetMark Inc
166
AssetMark Inc
California
$577
GRP
167
Global Retirement Partners
California
$320
IA
168
IFP Advisors
Florida
$224
SS
169
SBI Securities
Japan
$160
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$160
TPBG
171
Turning Point Benefit Group
Maryland
$96
HNB
172
Huntington National Bank
Ohio
$13
Macquarie Group
173
Macquarie Group
Australia
BTW
174
Boston Trust Walden
Massachusetts
EF
175
Empowered Funds
Pennsylvania