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Amalgamated Financial
AMAL

Overview Fund Activity

176 hedge funds and large institutions have $601M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
77
Reduced
57
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTW
Boston Trust Walden
Massachusetts
$17M
2
AWAU
Alliance Wealth Advisors (Utah)
Utah
$10.2M
3
BlackRock
BlackRock
New York
$106M
4
Vanguard Group
Vanguard Group
Pennsylvania
$43M
5
First Trust Advisors
First Trust Advisors
Illinois
$4.14M

Top Sellers

1
NPIC
Neumeier Poma Investment Counsel
California
$0
2
Allianz Asset Management
Allianz Asset Management
Germany
$7.86M
3
Invesco
Invesco
Georgia
$1.12M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Lazard Asset Management
Lazard Asset Management
New York
$115K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
151
Summit Securities Group
New York
$15.6K -$12.3K -394 -44%
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$13K +$13K +426 New
Raymond James Financial
153
Raymond James Financial
Florida
$11.9K -$1.2M -38,451 -99%
GI
154
GAMMA Investing
California
$9.49K +$4.24K +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 +$4.4K +141 New
VWA
158
VSM Wealth Advisory
Maryland
$3.78K +$31 +1 +0.8%
TWD
159
True Wealth Design
Ohio
$2.75K +$1.22K +39 +80%
RIL
160
Rothschild Investment LLC
Illinois
$2.65K +$1.56K +50 +143%
EWA
161
EverSource Wealth Advisors
Alabama
$2.15K +$1.53K +49 +245%
C
162
Covestor
United Kingdom
$2K -$11.6K -289 -85%
Bessemer Group
163
Bessemer Group
New Jersey
$2K – – –
IA
164
IFP Advisors
Florida
$1.93K +$791 +9 +69%
MCM
165
MAI Capital Management
Ohio
$1.9K +$1.9K +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 -$973 -31 -48%
GWM
170
Geneos Wealth Management
Colorado
$749 -$312 -10 -29%
AssetMark Inc
171
AssetMark Inc
California
$562 +$562 +18 New
AAS
172
Ameritas Advisory Services
Nebraska
$530 +$530 +17 New
CIAM
173
Caitong International Asset Management
Hong Kong
$437 – – –
SS
174
SBI Securities
Japan
$156 – – –
BIG
175
Brooklyn Investment Group
New York
$63 -$1.1K -35 -95%
5 6
7
8 9