We are live on ! Find out more
AMAL icon

Amalgamated Financial

177 hedge funds and large institutions have $601M invested in Amalgamated Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

11% more capital invested

Capital invested by funds: $541M → $601M (+$60.1M)

0.76% more ownership

Funds ownership: 61.26%62.03% (+0.76%)

4% less funds holding

Funds holding: 185177 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
77
Reduced
57
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$106M +$6.59M +224,856 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43M +$3.59M +122,657 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.2M +$1.04M +35,615 +3%
Macquarie Group
4
Macquarie Group
Australia
$29.5M +$495K +16,895 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$23.9M -$19K -649 -0.1%
State Street
6
State Street
Massachusetts
$22.9M -$1.49M -50,757 -6%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$21.9M -$1.14M -39,069 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19M +$2.99M +102,166 +20%
American Century Companies
9
American Century Companies
Missouri
$17.2M +$763K +26,041 +5%
BTW
10
Boston Trust Walden
Massachusetts
$17M +$15.9M +544,044 New
First Manhattan
11
First Manhattan
New York
$12.3M -$820K -28,000 -7%
AWAU
12
Alliance Wealth Advisors (Utah)
Utah
$10.2M +$1.36M +46,391 New
LSV Asset Management
13
LSV Asset Management
Illinois
$10M +$961K +32,805 +11%
Millennium Management
14
Millennium Management
New York
$9.96M +$2.56M +87,422 +38%
BCM
15
Bridgeway Capital Management
Texas
$8.95M +$91.5K +3,123 +1%
Allianz Asset Management
16
Allianz Asset Management
Germany
$7.86M -$2.83M -96,711 -28%
Federated Hermes
17
Federated Hermes
Pennsylvania
$7.62M +$48K +1,639 +0.7%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$7.53M -$614K -20,945 -8%
Northern Trust
19
Northern Trust
Illinois
$7.23M +$644K +21,998 +10%
NIA
20
NIA Impact Advisors
California
$6.62M -$39.3K -1,341 -0.6%
Barclays
21
Barclays
United Kingdom
$6.06M +$874K +29,847 +18%
Goldman Sachs
22
Goldman Sachs
New York
$5.91M -$1.05M -35,993 -16%
Morgan Stanley
23
Morgan Stanley
New York
$5.65M +$267K +9,106 +5%
N
24
Nuveen
North Carolina
$5.62M +$1.8M +61,480 +52%
Charles Schwab
25
Charles Schwab
California
$5.6M -$1.74M -59,434 -25%

AMAL Hedge Fund Activity: Q2 2025 in Review

177 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2025, worth a combined $601M — up 11% from $541M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AMAL and 21 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 77 added.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $15.9M. The largest seller was Neumeier Poma Investment Counsel, exiting entirely with an estimated $6.96M sold.

  • 177 institutional investors held Amalgamated Financial (AMAL) as of Q2 2025, down from 185 in Q1 2025.
  • Funds reported $601M of Amalgamated Financial stock for Q2 2025, up 11% quarter-over-quarter.
  • 21 funds opened new Amalgamated Financial positions in Q2 2025 and 27 closed out, a net change of -6 holders.
  • The largest Amalgamated Financial buyer in Q2 2025 was Boston Trust Walden, an estimated $15.9M added.
  • The largest Amalgamated Financial seller in Q2 2025 was Neumeier Poma Investment Counsel, an estimated $6.96M sold.

Based on aggregated 13F filings for Q2 2025.