We are live on ! Find out more
AMAL icon

Amalgamated Financial

176 hedge funds and large institutions have $695M invested in Amalgamated Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 61 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

21% more capital invested

Capital invested by funds: $576M → $695M (+$119M)

2% more funds holding

Funds holding: 173176 (+3)

0.33% more ownership

Funds ownership: 60.09%60.42% (+0.33%)

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
55
Reduced
61
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$135M -$750K -19,786 -0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54.6M -$189K -4,981 -0.4%
NAMI
3
Nomura Asset Management International
Pennsylvania
$46M +$12.8M +337,609 +40%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$32.7M -$4.31M -113,751 -12%
VCM
5
Vanguard Capital Management
Pennsylvania
$31.9M +$31.2M +821,593 New
State Street
6
State Street
Massachusetts
$29.1M +$593K +15,641 +2%
American Century Companies
7
American Century Companies
Missouri
$25.9M +$2.13M +56,178 +9%
AllianceBernstein
8
AllianceBernstein
Tennessee
$24.1M +$4.34M +114,460 +18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.2M -$2M -52,730 -8%
VPM
10
Vanguard Portfolio Management
Pennsylvania
$17.3M +$16.8M +443,978 New
First Manhattan
11
First Manhattan
New York
$15.7M -$161K -4,250 -1%
Federated Hermes
12
Federated Hermes
Pennsylvania
$12.6M +$1.31M +34,644 +12%
LSV Asset Management
13
LSV Asset Management
Illinois
$12.2M -$37.9K -1,000 -0.3%
BCM
14
Bridgeway Capital Management
Texas
$11.3M +$208K +5,498 +2%
Northern Trust
15
Northern Trust
Illinois
$8.61M +$263K +6,946 +3%
N
16
Nuveen
North Carolina
$8.27M -$40.7K -1,073 -0.5%
Goldman Sachs
17
Goldman Sachs
New York
$7.2M -$4.18M -110,341 -37%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$7.01M +$764K +20,159 +13%
Charles Schwab
19
Charles Schwab
California
$6.87M -$234K -6,182 -3%
CAM
20
Congress Asset Management
Massachusetts
$6.75M +$934K +24,642 +17%
Bank of America
21
Bank of America
North Carolina
$6.4M +$554K +14,621 +10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.07M -$408K -10,764 -6%
Bessemer Group
23
Bessemer Group
New Jersey
$5.84M +$1.81M +47,770 +47%
TI
24
Trexquant Investment
Connecticut
$5.45M +$2.67M +70,495 +101%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$5.31M +$5.18M +136,581 New

AMAL Hedge Fund Activity: Q1 2026 in Review

176 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2026, worth a combined $695M — up 21% from $576M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AMAL positions and 22 closed out — a net gain of 10 holders — while 55 added to existing stakes and 61 trimmed.

The largest buyer was Nomura Asset Management International, adding an estimated $12.8M. The largest seller was Adage Capital Partners, cutting an estimated $4.31M.

  • 176 institutional investors held Amalgamated Financial (AMAL) as of Q1 2026, up from 173 in Q4 2025.
  • Funds reported $695M of Amalgamated Financial stock for Q1 2026, up 21% quarter-over-quarter.
  • 32 funds opened new Amalgamated Financial positions in Q1 2026 and 22 closed out, a net change of +10 holders.
  • The largest Amalgamated Financial buyer in Q1 2026 was Nomura Asset Management International, an estimated $12.8M added.
  • The largest Amalgamated Financial seller in Q1 2026 was Adage Capital Partners, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2026.