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Amalgamated Financial

173 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, 57 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $501M → $576M (+$74.7M)

6% more funds holding

Funds holding: 163173 (+10)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1.63% less ownership

Funds ownership: 61.72%60.09% (-1.6%)

Holders
173
Holders Change
+10
Holders Change %
+6.13%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
57
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$5.03K
CIAM
152
Caitong International Asset Management
Hong Kong
$4.93K +$4.36K +150 +3,750%
LFG
153
Larson Financial Group
Missouri
$4.87K +$4.42K +152 New
BTI
154
Blue Trust Inc
Georgia
$4K +$3.64K +125 New
VWA
155
VSM Wealth Advisory
Maryland
$3.92K
Optiver Holding
156
Optiver Holding
Netherlands
$3.65K -$1.45K -50 -30%
TCOV
157
Trust Company of Vermont
Vermont
$3.01K
AF
158
Allworth Financial
California
$2.48K +$233 +8 +12%
EP
159
Essential Partners
California
$2.47K +$1.02K +35 +83%
RIL
160
Rothschild Investment LLC
Illinois
$2.4K +$727 +25 +50%
TWD
161
True Wealth Design
Ohio
$2.08K -$58 -2 -3%
MCM
162
MAI Capital Management
Ohio
$2.05K +$582 +20 +45%
UB
163
UMB Bank
Missouri
$1.92K
SAM
164
Smartleaf Asset Management
Massachusetts
$1.83K +$1.63K +56 New
PWA
165
Physician Wealth Advisors
Utah
$1.12K +$1.02K +35 New
EWA
166
EverSource Wealth Advisors
Alabama
$993 -$873 -30 -49%
AssetMark Inc
167
AssetMark Inc
California
$577
GRP
168
Global Retirement Partners
California
$320 +$291 +10 New
IA
169
IFP Advisors
Florida
$224 -$931 -32 -82%
SS
170
SBI Securities
Japan
$160
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$160 +$145 +5 New
TPBG
172
Turning Point Benefit Group
Maryland
$96
HNB
173
Huntington National Bank
Ohio
$13
Macquarie Group
174
Macquarie Group
Australia
-$23.7M -873,669 Closed
BTW
175
Boston Trust Walden
Massachusetts
-$14.6M -536,161 Closed

AMAL Hedge Fund Activity: Q4 2025 in Review

173 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2025, worth a combined $576M — up 15% from $501M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AMAL positions and 22 closed out — a net gain of 10 holders — while 57 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $4.7M. The largest seller was Macquarie Group, exiting entirely with an estimated $23.7M sold.

  • 173 institutional investors held Amalgamated Financial (AMAL) as of Q4 2025, up from 163 in Q3 2025.
  • Funds reported $576M of Amalgamated Financial stock for Q4 2025, up 15% quarter-over-quarter.
  • 32 funds opened new Amalgamated Financial positions in Q4 2025 and 22 closed out, a net change of +10 holders.
  • The largest Amalgamated Financial buyer in Q4 2025 was BlackRock, an estimated $4.7M added.
  • The largest Amalgamated Financial seller in Q4 2025 was Macquarie Group, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2025.