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AOMR

Angel Oak Mortgage REIT

80 hedge funds and large institutions have $165M invested in Angel Oak Mortgage REIT in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

5% more capital invested

Capital invested by funds: $157M → $165M (+$8.2M)

3.27% more ownership

Funds ownership: 71.02%74.29% (+3.3%)

4% less funds holding

Funds holding: 8380 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
36
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$519K +$310K +32,403 +141%
Renaissance Technologies
27
Renaissance Technologies
New York
$495K +$78.3K +8,178 +18%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$425K +$103K +10,721 +31%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$408K -$45K -4,700 -10%
Charles Schwab
30
Charles Schwab
California
$379K +$48 +5 +0%
RWM
31
Ritholtz Wealth Management
New York
$305K -$475K -49,664 -60%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$282K -$36.9K -3,857 -11%
Invesco
33
Invesco
Georgia
$279K +$63.2K +6,597 +28%
AQR Capital Management
34
AQR Capital Management
Connecticut
$261K +$129K +13,479 +94%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$249K -$18.3K -1,907 -7%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$224K +$94.9K +9,916 +71%
AllianceBernstein
37
AllianceBernstein
Tennessee
$191K +$34.5K +3,600 +21%
Lazard Asset Management
38
Lazard Asset Management
New York
$183K +$14.4K +1,509 +8%
Bank of America
39
Bank of America
North Carolina
$168K -$63.4K -6,623 -27%
Barclays
40
Barclays
United Kingdom
$164K -$39.8K -4,160 -19%
VF
41
Virtu Financial
New York
$151K +$155K +16,146 New
N
42
Nuveen
North Carolina
$151K
SMH
43
Sanders Morris Harris
Texas
$150K
Deutsche Bank
44
Deutsche Bank
Germany
$140K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$139K -$1.98K -207 -1%
AG
46
Algert Global
California
$138K +$35.7K +3,730 +34%
CCIA
47
Campbell & Co Investment Adviser
Maryland
$135K -$53.8K -5,622 -28%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$88.1K +$90K +9,400 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$65.3K
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$54.4K -$9.69K -1,012 -15%

AOMR Hedge Fund Activity: Q3 2025 in Review

80 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q3 2025, worth a combined $165M — up 5.2% from $157M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AOMR and 7 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 36 added.

The largest buyer was Victory Capital Management, adding an estimated $10.4M. The largest seller was Davidson Kempner Capital Management, cutting an estimated $5.7M.

  • 80 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q3 2025, down from 83 in Q2 2025.
  • Funds reported $165M of Angel Oak Mortgage REIT stock for Q3 2025, up 5.2% quarter-over-quarter.
  • 7 funds opened new Angel Oak Mortgage REIT positions in Q3 2025 and 10 closed out, a net change of -3 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q3 2025 was Victory Capital Management, an estimated $10.4M added.
  • The largest Angel Oak Mortgage REIT seller in Q3 2025 was Davidson Kempner Capital Management, an estimated $5.7M sold.

Based on aggregated 13F filings for Q3 2025.