AMAL icon

Amalgamated Financial

171 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, 61 reducing their positions, and 22 closing their positions.

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