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Amalgamated Financial

185 hedge funds and large institutions have $541M invested in Amalgamated Financial in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.69% more ownership

Funds ownership: 59.57%61.26% (+1.7%)

9% less call options, than puts

Call options by funds: $60K | Put options by funds: $66K

5% less funds holding

Funds holding: 195185 (-10)

12% less capital invested

Capital invested by funds: $611M → $541M (-$70.9M)

19% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 77

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
185
Holders Change
-10
Holders Change %
-5.13%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
77
Closed
32
Calls
$60K
Puts
$66K
Net Calls
-$6K
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$91.2M -$10.6M -325,146 -9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.9M +$3.19M +97,579 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.1M +$1.6M +48,803 +4%
Macquarie Group
4
Macquarie Group
Australia
$26.7M +$30.4M +928,788 New
State Street
5
State Street
Massachusetts
$22.6M -$1.88M -57,449 -7%
AllianceBernstein
6
AllianceBernstein
Tennessee
$22.1M +$23.7M +725,695 +1,738%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$21.3M +$6.3M +192,577 +35%
American Century Companies
8
American Century Companies
Missouri
$15.1M +$762K +23,293 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.6M +$834K +25,494 +5%
First Manhattan
10
First Manhattan
New York
$12.2M -$923K -28,203 -6%
Allianz Asset Management
11
Allianz Asset Management
Germany
$10M +$2.84M +86,714 +33%
LSV Asset Management
12
LSV Asset Management
Illinois
$8.31M +$5.89M +180,113 +165%
BCM
13
Bridgeway Capital Management
Texas
$8.16M -$1.28M -39,121 -12%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$7.54M +$4.17M +127,424 +94%
JP Morgan Chase
15
JP Morgan Chase
New York
$7.03M -$9.85M -301,189 -55%
Federated Hermes
16
Federated Hermes
Pennsylvania
$6.97M -$7.79K -238 -0.1%
NPIC
17
Neumeier Poma Investment Counsel
California
$6.96M -$4.88M -149,040 -38%
Charles Schwab
18
Charles Schwab
California
$6.87M -$119K -3,628 -1%
Millennium Management
19
Millennium Management
New York
$6.66M -$129K -3,947 -2%
Goldman Sachs
20
Goldman Sachs
New York
$6.49M -$3M -91,812 -29%
NIA
21
NIA Impact Advisors
California
$6.14M -$479K -14,628 -6%
Northern Trust
22
Northern Trust
Illinois
$6.03M -$257K -7,849 -4%
Morgan Stanley
23
Morgan Stanley
New York
$4.94M -$1.51M -46,171 -21%
Barclays
24
Barclays
United Kingdom
$4.73M -$863K -26,393 -14%
CAM
25
Congress Asset Management
Massachusetts
$4.57M -$17.7K -540 -0.3%

AMAL Hedge Fund Activity: Q1 2025 in Review

185 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2025, worth a combined $541M — down 12% from $611M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AMAL and 23 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 62 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $30.4M. The largest seller was BlackRock, cutting an estimated $10.6M.

  • 185 institutional investors held Amalgamated Financial (AMAL) as of Q1 2025, down from 195 in Q4 2024.
  • Funds reported $541M of Amalgamated Financial stock for Q1 2025, down 12% quarter-over-quarter.
  • 23 funds opened new Amalgamated Financial positions in Q1 2025 and 32 closed out, a net change of -9 holders.
  • The largest Amalgamated Financial buyer in Q1 2025 was Macquarie Group, an estimated $30.4M added.
  • The largest Amalgamated Financial seller in Q1 2025 was BlackRock, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2025.