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Amalgamated Financial

173 hedge funds and large institutions have $576M invested in Amalgamated Financial in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $501M → $576M (+$74.7M)

6% more funds holding

Funds holding: 163173 (+10)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1.63% less ownership

Funds ownership: 61.72%60.09% (-1.6%)

Holders
173
Holders Change
+10
Holders Change %
+6.13%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
57
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$4.7M +161,659 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.9M +$1.43M +49,037 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.2M +$73.8K +2,538 +0.2%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$30.6M +$3.5M +120,483 +14%
NAMI
5
Nomura Asset Management International
Pennsylvania
$27.1M +$24.6M +845,054 New
State Street
6
State Street
Massachusetts
$23.5M -$1.08M -37,032 -5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$20.4M -$71.7K -2,465 -0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20M -$200K -6,859 -1%
American Century Companies
9
American Century Companies
Missouri
$19.6M +$634K +21,793 +4%
First Manhattan
10
First Manhattan
New York
$13M +$272K +9,340 +2%
LSV Asset Management
11
LSV Asset Management
Illinois
$10.1M
Goldman Sachs
12
Goldman Sachs
New York
$9.47M +$3.77M +129,585 +78%
Federated Hermes
13
Federated Hermes
Pennsylvania
$9.29M +$1.28M +43,960 +18%
BCM
14
Bridgeway Capital Management
Texas
$9.12M -$396K -13,611 -5%
Northern Trust
15
Northern Trust
Illinois
$6.87M -$545K -18,745 -8%
N
16
Nuveen
North Carolina
$6.85M +$1.21M +41,522 +24%
Charles Schwab
17
Charles Schwab
California
$5.86M -$88.3K -3,037 -2%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$5.67M -$2.76M -94,960 -35%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.35M +$324K +11,131 +7%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$5.13M -$847K -29,124 -15%
Morgan Stanley
21
Morgan Stanley
New York
$4.99M -$105K -3,623 -2%
Bank of America
22
Bank of America
North Carolina
$4.81M -$632K -21,714 -13%
CAM
23
Congress Asset Management
Massachusetts
$4.77M -$280K -9,631 -6%
KBC Group
24
KBC Group
Belgium
$4.24M
Two Sigma Investments
25
Two Sigma Investments
New York
$4.21M +$943K +32,410 +33%

AMAL Hedge Fund Activity: Q4 2025 in Review

173 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2025, worth a combined $576M — up 15% from $501M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AMAL positions and 22 closed out — a net gain of 10 holders — while 57 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $4.7M. The largest seller was Macquarie Group, exiting entirely with an estimated $23.7M sold.

  • 173 institutional investors held Amalgamated Financial (AMAL) as of Q4 2025, up from 163 in Q3 2025.
  • Funds reported $576M of Amalgamated Financial stock for Q4 2025, up 15% quarter-over-quarter.
  • 32 funds opened new Amalgamated Financial positions in Q4 2025 and 22 closed out, a net change of +10 holders.
  • The largest Amalgamated Financial buyer in Q4 2025 was BlackRock, an estimated $4.7M added.
  • The largest Amalgamated Financial seller in Q4 2025 was Macquarie Group, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2025.