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AOMR

Angel Oak Mortgage REIT
AOMR

79 hedge funds and large institutions have $166M invested in Angel Oak Mortgage REIT in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

7% more funds holding

Funds holding: 74 → 79 (+5)

3% more capital invested

Capital invested by funds: $161M → $166M (+$4.78M)

0.52% more ownership

Funds ownership: 73.54% → 74.06% (+0.52%)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
34
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
+$824K
2
JP Morgan Chase
JP Morgan Chase
New York
+$733K
3
Goldman Sachs
Goldman Sachs
New York
+$721K
4
RWM
Ritholtz Wealth Management
New York
+$569K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$531K

Top Sellers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
-$1.65M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.17M
3
AGM
Alpine Global Management
New York
-$956K
4
JAM
Jacobs Asset Management
New York
-$669K
5
BlackRock
BlackRock
New York
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$700K -$87.1K -8,765 -11%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$541K -$1.17M -118,213 -68%
Jane Street
28
Jane Street
New York
$450K +$89.6K +9,012 +24%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$438K -$222K -22,361 -33%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$400K +$152K +15,300 +57%
Charles Schwab
31
Charles Schwab
California
$385K – – –
N
32
Nuveen
North Carolina
$317K +$171K +17,160 +107%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$261K +$272K +27,407 New
Citadel Advisors
34
Citadel Advisors
Florida
$202K +$211K +21,187 New
VOYA Investment Management
35
VOYA Investment Management
Georgia
$192K +$80.4K +8,087 +67%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$180K +$1.23K +124 +0.7%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$176K +$184K +18,468 New
RRCM
38
Rappaport Reiches Capital Management
Illinois
$171K – – –
Lazard Asset Management
39
Lazard Asset Management
New York
$169K +$30.3K +3,051 +21%
Invesco
40
Invesco
Georgia
$167K +$174K +17,514 New
AG
41
Algert Global
California
$154K +$50.7K +5,106 +46%
SMH
42
Sanders Morris Harris
Texas
$152K +$159K +16,000 New
Deutsche Bank
43
Deutsche Bank
Germany
$143K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$139K +$1.19K +120 +0.8%
CSS
45
Cubist Systematic Strategies
Connecticut
$125K -$117K -11,783 -47%
AllianceBernstein
46
AllianceBernstein
Tennessee
$124K – – –
Barclays
47
Barclays
United Kingdom
$123K -$59.9K -6,031 -32%
SOW
48
State of Wyoming
Wyoming
$116K +$121K +12,223 New
M&T Bank
49
M&T Bank
New York
$110K +$114K +11,500 New
Citigroup
50
Citigroup
New York
$91K +$1.09K +110 +1%
1
2
3 4

AOMR Hedge Fund Activity: Q1 2025 in Review

79 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q1 2025, worth a combined $166M — up 3% from $161M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AOMR positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was O'Shaughnessy Asset Management, adding an estimated $824K. The largest seller was Vivaldi Capital Management, cutting an estimated $1.65M.

  • 79 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $166M of Angel Oak Mortgage REIT stock for Q1 2025, up 3% quarter-over-quarter.
  • 11 funds opened new Angel Oak Mortgage REIT positions in Q1 2025 and 6 closed out, a net change of +5 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q1 2025 was O'Shaughnessy Asset Management, an estimated $824K added.
  • The largest Angel Oak Mortgage REIT seller in Q1 2025 was Vivaldi Capital Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2025.