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Amalgamated Financial
AMAL

Overview Fund Activity

184 hedge funds and large institutions have $540M invested in Amalgamated Financial in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-11
Holders Change %
-5.64%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
62
Reduced
76
Closed
31
Calls
$60K
Puts
$66K
Net Calls
-$6K
Net Calls Change
-$73K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$26.7M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$22.1M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$21.3M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$8.31M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.54M

Top Sellers

1
BlackRock
1
BlackRock
New York
$91.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.03M
3
Prudential Financial
3
Prudential Financial
New Jersey
$931K
4
NPIC
4
Neumeier Poma Investment Counsel
California
$6.96M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$19.8K -$35.6K -1,237 -64%
AB
152
Amalgamated Bank
New York
$18K – – –
TCOV
153
Trust Company of Vermont
Vermont
$17.3K – – –
TIAAOA
154
Teachers Insurance & Annuity Association of America
New York
$17.3K +$17.3K +600 New
Comerica Bank
155
Comerica Bank
Texas
$14.5K +$2.88K +100 +25%
LC
156
Lindbrook Capital
California
$11.6K – – –
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$11.5K – – –
HCA
158
Harbor Capital Advisors
Illinois
$9K +$2.44K +83 +37%
C
159
Covestor
United Kingdom
$9K +$3.45K +130 +62%
NECFA
160
New England Capital Financial Advisors
Connecticut
$8.63K – – –
Simplex Trading
161
Simplex Trading
Illinois
$7K +$7K +244 New
GI
162
GAMMA Investing
California
$4.83K +$1.55K +54 +47%
CCM
163
Coldstream Capital Management
Washington
$4.8K +$4.8K +167 New
VWA
164
VSM Wealth Advisory
Maryland
$3.46K – – –
ACM
165
Aster Capital Management
United Arab Emirates
$2.86K +$2.86K +88 New
Bessemer Group
166
Bessemer Group
New Jersey
$2K -$182 -5 -8%
GWM
167
Geneos Wealth Management
Colorado
$1.96K +$1.96K +34 New
AF
168
Allworth Financial
California
$1.8K +$1.22K +44 +210%
UB
169
UMB Bank
Missouri
$1.73K – – –
CA
170
CoreCap Advisors
Michigan
$1.73K +$1.73K +60 New
FFA
171
Farther Finance Advisors
California
$1.55K – – –
TWD
172
True Wealth Design
Ohio
$1.41K +$489 +17 +53%
PCIA
173
Prime Capital Investment Advisors
Kansas
$1.21K – – –
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$1.18K – – –
BIG
175
Brooklyn Investment Group
New York
$1.06K +$1.06K +37 New
5 6
7
8 9