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Amerant Bancorp

150 hedge funds and large institutions have $601M invested in Amerant Bancorp in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $506M → $601M (+$94.9M)

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

6% more funds holding

Funds holding: 142150 (+8)

4.94% more ownership

Funds ownership: 62.82%67.75% (+4.9%)

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
54
Reduced
46
Closed
18
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$122M -$3.09M -143,674 -3%
BlackRock
2
BlackRock
New York
$61.6M -$1.48M -68,821 -2%
PFPGI
3
Patriot Financial Partners GP II
Pennsylvania
$49.8M -$1.25M -58,306 -3%
VCM
4
Vanguard Capital Management
Pennsylvania
$39.1M +$38.1M +1,773,023 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.6M +$2.86M +133,050 +11%
NRCM
6
North Reef Capital Management
California
$25.6M +$24.9M +1,160,488 New
State Street
7
State Street
Massachusetts
$25.1M -$783K -36,447 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.2M +$404K +18,827 +2%
UBS Group
9
UBS Group
Switzerland
$19.3M +$16M +744,789 +569%
American Century Companies
10
American Century Companies
Missouri
$11.6M +$6.2M +288,902 +121%
MCM
11
Maltese Capital Management
New York
$10.9M -$2.15M -100,000 -17%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$10.4M -$301K -14,040 -3%
Two Sigma Investments
13
Two Sigma Investments
New York
$9.71M +$3.36M +156,530 +55%
VPM
14
Vanguard Portfolio Management
Pennsylvania
$9.22M +$8.99M +418,545 New
Charles Schwab
15
Charles Schwab
California
$7.96M +$339K +15,793 +5%
Northern Trust
16
Northern Trust
Illinois
$6.67M +$341K +15,898 +6%
Goldman Sachs
17
Goldman Sachs
New York
$6.61M +$1.67M +77,788 +35%
MCA
18
Mendon Capital Advisors
Florida
$6.02M -$1.14M -53,100 -16%
BCM
19
Bridgeway Capital Management
Texas
$5.83M +$118K +5,492 +2%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$5.61M +$5.47M +254,519 New
CRC
21
Curi RMB Capital
Illinois
$5.51M -$1.07M -50,000 -17%
FCM
22
FJ Capital Management
Virginia
$5.42M +$5.28M +245,913 New
Verition Fund Management
23
Verition Fund Management
Connecticut
$5.08M -$6.14M -285,840 -55%
BHCM
24
Brevan Howard Capital Management
Jersey
$4.96M -$2.04M -95,000 -30%
PCM
25
Peregrine Capital Management
Minnesota
$4.7M -$442K -20,592 -9%

AMTB Hedge Fund Activity: Q1 2026 in Review

150 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q1 2026, worth a combined $601M — up 19% from $506M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMTB positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 46 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $24.9M. The largest seller was Verition Fund Management, cutting an estimated $6.14M.

  • 150 institutional investors held Amerant Bancorp (AMTB) as of Q1 2026, up from 142 in Q4 2025.
  • Funds reported $601M of Amerant Bancorp stock for Q1 2026, up 19% quarter-over-quarter.
  • 28 funds opened new Amerant Bancorp positions in Q1 2026 and 18 closed out, a net change of +10 holders.
  • The largest Amerant Bancorp buyer in Q1 2026 was North Reef Capital Management, an estimated $24.9M added.
  • The largest Amerant Bancorp seller in Q1 2026 was Verition Fund Management, an estimated $6.14M sold.

Based on aggregated 13F filings for Q1 2026.