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Amalgamated Financial

177 hedge funds and large institutions have $601M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

11% more capital invested

Capital invested by funds: $541M → $601M (+$60.1M)

0.76% more ownership

Funds ownership: 61.26%62.03% (+0.76%)

4% less funds holding

Funds holding: 185177 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
77
Reduced
57
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
151
Summit Securities Group
New York
$15.6K -$11.5K -394 -44%
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$13K +$12.5K +426 New
Raymond James Financial
153
Raymond James Financial
Florida
$11.9K -$1.13M -38,451 -99%
GI
154
GAMMA Investing
California
$9.48K +$3.98K +136 +81%
NECFA
155
New England Capital Financial Advisors
Connecticut
$9.36K
HCA
156
Harbor Capital Advisors
Illinois
$7K -$1.96K -67 -22%
WSFS
157
Wilmington Savings Fund Society
Delaware
$4.4K +$4.13K +141 New
VWA
158
VSM Wealth Advisory
Maryland
$3.78K +$29 +1 +0.8%
TWD
159
True Wealth Design
Ohio
$2.75K +$1.14K +39 +80%
RIL
160
Rothschild Investment LLC
Illinois
$2.65K +$1.47K +50 +143%
EWA
161
EverSource Wealth Advisors
Alabama
$2.15K +$1.44K +49 +245%
C
162
Covestor
United Kingdom
$2K -$8.47K -289 -85%
Bessemer Group
163
Bessemer Group
New Jersey
$2K
IA
164
IFP Advisors
Florida
$1.93K +$264 +9 +69%
MCM
165
MAI Capital Management
Ohio
$1.9K +$1.79K +61 New
UB
166
UMB Bank
Missouri
$1.87K
FFA
167
Farther Finance Advisors
California
$1.69K
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$1.28K
AF
169
Allworth Financial
California
$1.07K -$908 -31 -48%
GWM
170
Geneos Wealth Management
Colorado
$749 -$293 -10 -29%
AssetMark Inc
171
AssetMark Inc
California
$562 +$527 +18 New
AAS
172
Ameritas Advisory Services
Nebraska
$530 +$498 +17 New
CIAM
173
Caitong International Asset Management
Hong Kong
$437
EP
174
Essential Partners
California
$343 +$322 +11 New
SS
175
SBI Securities
Japan
$156

AMAL Hedge Fund Activity: Q2 2025 in Review

177 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2025, worth a combined $601M — up 11% from $541M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AMAL and 21 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 77 added.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $15.9M. The largest seller was Neumeier Poma Investment Counsel, exiting entirely with an estimated $6.96M sold.

  • 177 institutional investors held Amalgamated Financial (AMAL) as of Q2 2025, down from 185 in Q1 2025.
  • Funds reported $601M of Amalgamated Financial stock for Q2 2025, up 11% quarter-over-quarter.
  • 21 funds opened new Amalgamated Financial positions in Q2 2025 and 27 closed out, a net change of -6 holders.
  • The largest Amalgamated Financial buyer in Q2 2025 was Boston Trust Walden, an estimated $15.9M added.
  • The largest Amalgamated Financial seller in Q2 2025 was Neumeier Poma Investment Counsel, an estimated $6.96M sold.

Based on aggregated 13F filings for Q2 2025.