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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 %
BlackRock
1
BlackRock
New York
$106M +$7.02M +224,856 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43M +$3.83M +122,657 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.2M +$1.11M +35,615 +3%
Macquarie Group
4
Macquarie Group
Australia
$29.5M +$527K +16,895 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$23.9M -$20.2K -649 -0.1%
State Street
6
State Street
Massachusetts
$22.9M -$1.58M -50,757 -6%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$21.9M -$1.22M -39,069 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19M +$3.19M +102,166 +20%
American Century Companies
9
American Century Companies
Missouri
$17.2M +$812K +26,041 +5%
BTW
10
Boston Trust Walden
Massachusetts
$17M +$17M +544,044 New
First Manhattan
11
First Manhattan
New York
$12.3M -$874K -28,000 -7%
AWAU
12
Alliance Wealth Advisors (Utah)
Utah
$10.2M +$10.2M +46,391 New
LSV Asset Management
13
LSV Asset Management
Illinois
$10M +$1.02M +32,805 +11%
Millennium Management
14
Millennium Management
New York
$9.96M +$2.73M +87,422 +38%
BCM
15
Bridgeway Capital Management
Texas
$8.95M +$97.4K +3,123 +1%
Allianz Asset Management
16
Allianz Asset Management
Germany
$7.86M -$3.02M -96,711 -28%
Federated Hermes
17
Federated Hermes
Pennsylvania
$7.62M +$51.1K +1,639 +0.7%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$7.53M -$653K -20,945 -8%
Northern Trust
19
Northern Trust
Illinois
$7.23M +$686K +21,998 +10%
NIA
20
NIA Impact Advisors
California
$6.62M -$41.8K -1,341 -0.6%
Barclays
21
Barclays
United Kingdom
$6.06M +$931K +29,847 +18%
Goldman Sachs
22
Goldman Sachs
New York
$5.91M -$1.12M -35,993 -16%
Morgan Stanley
23
Morgan Stanley
New York
$5.65M +$284K +9,106 +5%
NL
24
Nuveen LLC
North Carolina
$5.62M +$1.92M +61,480 +52%
Charles Schwab
25
Charles Schwab
California
$5.6M -$1.85M -59,434 -25%
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