Amalgamated Financial
AMAL
163 hedge funds and large institutions have $501M invested in Amalgamated Financial in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 34 closing their positions.
0.31% less ownership
Funds ownership: 62.03% → 61.72% (-0.31%)
8% less funds holding
Funds holding: 177 → 163 (-14)
14% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 65
17% less capital invested
Capital invested by funds: $601M → $501M (-$99.3M)
41% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 34
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$6.05M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$3.92M |
| 3 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$2.17M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.63M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWAU
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
-$10.2M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$4.52M |
| 3 |
Barclays
London,
United Kingdom
|
-$3.88M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.78M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$2.73M |
AMAL Hedge Fund Activity: Q3 2025 in Review
163 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2025, worth a combined $501M — down 17% from $601M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of AMAL and 20 opened new positions — a net loss of 14 holders — while 65 trimmed existing stakes and 56 added.
The largest buyer was Millennium Management, adding an estimated $6.05M. The largest seller was Alliance Wealth Advisors (Utah), exiting entirely with an estimated $10.2M sold.
- 163 institutional investors held Amalgamated Financial (AMAL) as of Q3 2025, down from 177 in Q2 2025.
- Funds reported $501M of Amalgamated Financial stock for Q3 2025, down 17% quarter-over-quarter.
- 20 funds opened new Amalgamated Financial positions in Q3 2025 and 34 closed out, a net change of -14 holders.
- The largest Amalgamated Financial buyer in Q3 2025 was Millennium Management, an estimated $6.05M added.
- The largest Amalgamated Financial seller in Q3 2025 was Alliance Wealth Advisors (Utah), an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2025.