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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
Holders
173
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
HI
151
Harbour Investments
Wisconsin
$5.03K
CIAM
152
Caitong International Asset Management
Hong Kong
$4.93K
LFG
153
Larson Financial Group
Missouri
$4.87K
BTI
154
Blue Trust Inc
Georgia
$4K
VWA
155
VSM Wealth Advisory
Maryland
$3.92K
Optiver Holding
156
Optiver Holding
Netherlands
$3.65K
TCOV
157
Trust Company of Vermont
Vermont
$3.01K
AF
158
Allworth Financial
California
$2.48K
EP
159
Essential Partners
California
$2.47K
RIL
160
Rothschild Investment LLC
Illinois
$2.4K
TWD
161
True Wealth Design
Ohio
$2.08K
MCM
162
MAI Capital Management
Ohio
$2.05K
UB
163
UMB Bank
Missouri
$1.92K
SAM
164
Smartleaf Asset Management
Massachusetts
$1.83K
PWA
165
Physician Wealth Advisors
Utah
$1.12K
EWA
166
EverSource Wealth Advisors
Alabama
$993
AssetMark Inc
167
AssetMark Inc
California
$577
GRP
168
Global Retirement Partners
California
$320
IA
169
IFP Advisors
Florida
$224
SS
170
SBI Securities
Japan
$160
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$160
TPBG
172
Turning Point Benefit Group
Maryland
$96
HNB
173
Huntington National Bank
Ohio
$13
Macquarie Group
174
Macquarie Group
Australia
BTW
175
Boston Trust Walden
Massachusetts