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Amalgamated Financial

174 hedge funds and large institutions have $599M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 26 closing their positions.

Holders
174
Holders Change
-10
Holders Change %
-5.43%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
75
Reduced
57
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SSG
151
Summit Securities Group
New York
$15.6K 500 -394 -44%
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$13K 426 +426 New
Raymond James Financial
153
Raymond James Financial
Florida
$11.9K 380 -38,451 -99%
GI
154
GAMMA Investing
California
$9.49K 304 +136 +81%
NECFA
155
New England Capital Financial Advisors
Connecticut
$9.36K 300
HCA
156
Harbor Capital Advisors
Illinois
$7K 239 -67 -22%
WSFS
157
Wilmington Savings Fund Society
Delaware
$4.4K 141 +141 New
VWA
158
VSM Wealth Advisory
Maryland
$3.78K 121 +1 +0.8%
TWD
159
True Wealth Design
Ohio
$2.75K 88 +39 +80%
RIL
160
Rothschild Investment LLC
Illinois
$2.65K 85 +50 +143%
EWA
161
EverSource Wealth Advisors
Alabama
$2.15K 69 +49 +245%
C
162
Covestor
United Kingdom
$2K 50 -289 -85%
Bessemer Group
163
Bessemer Group
New Jersey
$2K 55
IA
164
IFP Advisors
Florida
$1.93K 22 +9 +69%
MCM
165
MAI Capital Management
Ohio
$1.9K 61 +61 New
UB
166
UMB Bank
Missouri
$1.87K 60
FFA
167
Farther Finance Advisors
California
$1.69K 54
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$1.28K 41
AF
169
Allworth Financial
California
$1.07K 34 -31 -48%
GWM
170
Geneos Wealth Management
Colorado
$749 24 -10 -29%
AssetMark Inc
171
AssetMark Inc
California
$562 18 +18 New
AAS
172
Ameritas Advisory Services
Nebraska
$530 17 +17 New
CIAM
173
Caitong International Asset Management
Hong Kong
$437 14
SS
174
SBI Securities
Japan
$156 5
BIG
175
Brooklyn Investment Group
New York
$63 2 -35 -95%