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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 %
PFBT
201
Parkside Financial Bank & Trust
Missouri
– -$432 -15 Closed
SC
202
Stephens Consulting
Michigan
– -$432 -15 Closed
SIS
203
Sound Income Strategies
Florida
– -$7 – –
5 6 7 8
9