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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
Osaic Holdings
51
Osaic Holdings
Arizona
$45.5K
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$36.9K +$115 +12 +0.3%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$35K
PFSRSONJ
54
Police & Firemen's Retirement System of New Jersey
New Jersey
$29K
SO
55
STRS Ohio
Ohio
$24.4K
ICM
56
Islay Capital Management
Texas
$23.4K
SWP
57
Strategic Wealth Partners
Ohio
$19.2K +$1.03K +108 +6%
Citigroup
58
Citigroup
New York
$18.4K -$31.4K -3,275 -62%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$14K +$7.94K +829 +133%
TRCT
60
Tower Research Capital (TRC)
New York
$12.2K -$10.2K -1,068 -45%
Legal & General Group
61
Legal & General Group
United Kingdom
$10.7K
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$8.08K +$10 +1 +0.1%
AIP
63
Ameritas Investment Partners
Nebraska
$5.22K
SCM
64
Sterling Capital Management
North Carolina
$4.72K +$2.73K +285 +130%
AB
65
Amalgamated Bank
New York
$4K
C
66
Covestor
United Kingdom
$3K -$163 -17 -5%
EP
67
Essential Partners
California
$2.18K +$2.17K +227 +3,783%
Optiver Holding
68
Optiver Holding
Netherlands
$2.02K +$2.07K +216 New
AAP
69
Arax Advisory Partners
Colorado
$1.87K +$1.92K +200 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1K -$21.7K -2,263 -95%
Bessemer Group
71
Bessemer Group
New Jersey
$1K
RBC
72
Roble Belko & Company
Pennsylvania
$1K +$115 +12 +22%
RIL
73
Rothschild Investment LLC
Illinois
$703
EWA
74
EverSource Wealth Advisors
Alabama
$450 +$383 +40 +500%
GI
75
GAMMA Investing
California
$319

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.