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Amerant Bancorp

130 hedge funds and large institutions have $493M invested in Amerant Bancorp in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

4% more funds holding

Funds holding: 125130 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.73% less ownership

Funds ownership: 65.35%64.62% (-0.73%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

13% less capital invested

Capital invested by funds: $565M → $493M (-$72.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.09M

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
41
Reduced
44
Closed
20
Calls
Puts
$1.09M
Net Calls
-$1.09M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$34K +$5.24K +295 +19%
VCM
102
Versant Capital Management
Arizona
$27.3K +$26.6K +1,499 New
US Bancorp
103
US Bancorp
Minnesota
$26.8K +$20.4K +1,149 +356%
AB
104
Amalgamated Bank
New York
$23K
AA
105
Addison Advisors
Vermont
$20K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$19.3K -$8.04K -453 -30%
SCM
107
Sterling Capital Management
North Carolina
$11.5K -$124 -7 -1%
AWM
108
Activest Wealth Management
Florida
$10.3K +$36 +2 +0.4%
GIM
109
Glenmede Investment Management
Pennsylvania
$8.6K +$8.38K +472 New
LFG
110
Larson Financial Group
Missouri
$8.31K +$8.1K +456 New
GI
111
GAMMA Investing
California
$7.73K -$14K -787 -65%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$7.71K +$6.98K +393 +1,310%
ACM
113
Aster Capital Management
United Arab Emirates
$6.36K +$6.2K +349 New
BNP Paribas Asset Management
114
BNP Paribas Asset Management
France
$5K +$4.9K +276 New
HNB
115
Huntington National Bank
Ohio
$4.63K +$4.51K +254 New
Comerica Bank
116
Comerica Bank
Texas
$3.77K +$1.47K +83 +67%
EWA
117
EverSource Wealth Advisors
Alabama
$3.06K +$1.3K +73 +77%
S
118
SignatureFD
Georgia
$3.06K -$3.98K -224 -57%
BIG
119
Brooklyn Investment Group
New York
$2.53K +$2.47K +139 New
PA
120
Parallel Advisors
California
$2.44K -$11.8K -666 -83%
TWD
121
True Wealth Design
Ohio
$2.28K +$1.88K +106 +558%
FFA
122
Farther Finance Advisors
California
$2.12K +$2.06K +116 New
AF
123
Allworth Financial
California
$1.7K +$1.19K +67 +258%
EP
124
Essential Partners
California
$1.57K +$1.53K +86 New
CA
125
Clearstead Advisors
Ohio
$1.29K +$1.26K +71 New

AMTB Hedge Fund Activity: Q2 2025 in Review

130 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q2 2025, worth a combined $493M — down 13% from $565M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMTB positions and 20 closed out — a net gain of 8 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.36M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $11.6M sold.

  • 130 institutional investors held Amerant Bancorp (AMTB) as of Q2 2025, up from 125 in Q1 2025.
  • Funds reported $493M of Amerant Bancorp stock for Q2 2025, down 13% quarter-over-quarter.
  • 28 funds opened new Amerant Bancorp positions in Q2 2025 and 20 closed out, a net change of +8 holders.
  • The largest Amerant Bancorp buyer in Q2 2025 was Dimensional Fund Advisors, an estimated $4.36M added.
  • The largest Amerant Bancorp seller in Q2 2025 was Philadelphia Financial Management of San Francisco, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2025.