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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$824K |
| 2 |
JP Morgan Chase
New York
|
+$733K |
| 3 |
Goldman Sachs
New York
|
+$721K |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$569K |
| 5 |
Bank of New York Mellon
New York
|
+$531K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$1.65M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.17M |
| 3 |
AGM
Alpine Global Management
New York
|
-$956K |
| 4 |
JAM
Jacobs Asset Management
New York
|
-$669K |
| 5 |
BlackRock
New York
|
-$607K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RBC
76
Roble Belko & Company
Sewickley,
Pennsylvania
| $1K | +$10 | +1 | +2% |
|
|
RIL
77
Rothschild Investment LLC
Chicago,
Illinois
| $953 | +$248 | +25 | +33% |
|
|
TWD
78
True Wealth Design
Akron,
Ohio
| $134 | +$139 | +14 | New |
|
|
FFA
79
Farther Finance Advisors
San Francisco,
California
| $28 | -$99 | -10 | -77% |
|
|
AGM
80
Alpine Global Management
New York
| – | -$956K | -102,971 | Closed |
|
81
D.E. Shaw & Co
New York
| – | -$553K | -59,630 | Closed |
|
|
JF
82
Jump Financial
Chicago,
Illinois
| – | -$101K | -10,842 | Closed |
|
83
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$55.7K | -6,000 | Closed |
|
|
PAS
84
Point72 Asia (Singapore)
Singapore
| – | -$10.8K | -1,161 | Closed |
|
85
US Bancorp
Minneapolis,
Minnesota
| – | -$9.28K | -1,000 | Closed |
|
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.