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Amerant Bancorp

125 hedge funds and large institutions have $565M invested in Amerant Bancorp in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

7% more funds holding

Funds holding: 117125 (+8)

1.12% more ownership

Funds ownership: 64.23%65.35% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less capital invested

Capital invested by funds: $606M → $565M (-$40.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
125
Holders Change
+8
Holders Change %
+6.84%
% of All Funds
1.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
48
Reduced
42
Closed
7
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$462K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$115M +$1.56M +70,455 +1%
BlackRock
2
BlackRock
New York
$59.6M +$366K +16,496 +0.6%
PFP
3
Patriot Financial Partners
Pennsylvania
$47.8M
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.9M +$628K +28,322 +1%
State Street
5
State Street
Massachusetts
$22.2M -$143K -6,448 -0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22M +$263K +11,860 +1%
MCM
7
Maltese Capital Management
New York
$21.5M -$131K -5,903 -0.6%
Goldman Sachs
8
Goldman Sachs
New York
$20M -$1.83M -82,697 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$17.6M +$671K +30,258 +4%
KCM
10
Kennedy Capital Management
Missouri
$14.8M -$4.88M -220,017 -23%
PFMOSF
11
Philadelphia Financial Management of San Francisco
California
$11.6M +$62.3K +2,809 +0.5%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$11M +$1.2M +54,274 +11%
ACL
13
Azora Capital LP
Florida
$10.8M -$354K -15,967 -3%
Verition Fund Management
14
Verition Fund Management
Connecticut
$10.7M -$1.61M -72,809 -12%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$8.81M +$9.46M +426,660 New
MCA
16
Mendon Capital Advisors
Florida
$7.73M +$154K +6,961 +2%
ECA
17
Endeavour Capital Advisors
Connecticut
$7.59M +$2.8M +126,491 +52%
CRC
18
Curi RMB Capital
Illinois
$7.52M
Northern Trust
19
Northern Trust
Illinois
$6.91M -$307K -13,869 -4%
Charles Schwab
20
Charles Schwab
California
$6.09M -$137K -6,181 -2%
American Century Companies
21
American Century Companies
Missouri
$5.86M -$1.81M -81,574 -22%
PCM
22
Peregrine Capital Management
Minnesota
$4.65M -$274K -12,362 -5%
FP
23
Foundry Partners
Minnesota
$4.55M -$28.6K -1,290 -0.6%
PCC
24
Perry Creek Capital
New York
$4.05M
Two Sigma Investments
25
Two Sigma Investments
New York
$3.84M +$1.97M +88,655 +91%

AMTB Hedge Fund Activity: Q1 2025 in Review

125 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q1 2025, worth a combined $565M — down 6.7% from $606M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AMTB positions and 7 closed out — a net gain of 8 holders — while 48 added to existing stakes and 42 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $9.46M. The largest seller was Kennedy Capital Management, cutting an estimated $4.88M.

  • 125 institutional investors held Amerant Bancorp (AMTB) as of Q1 2025, up from 117 in Q4 2024.
  • Funds reported $565M of Amerant Bancorp stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 15 funds opened new Amerant Bancorp positions in Q1 2025 and 7 closed out, a net change of +8 holders.
  • The largest Amerant Bancorp buyer in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $9.46M added.
  • The largest Amerant Bancorp seller in Q1 2025 was Kennedy Capital Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2025.