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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
DKCM
1
Davidson Kempner Capital Management
New York
$49.4M – – –
Morgan Stanley
2
Morgan Stanley
New York
$49.3M – – –
MCM
3
Masters Capital Management
Georgia
$10.5M -$149K -15,000 -1%
BlackRock
4
BlackRock
New York
$8.97M -$607K -61,032 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.32M +$496K +49,874 +6%
Amundi
6
Amundi
France
$3.85M +$128K +12,848 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.01M +$32.9K +3,315 +1%
State Street
8
State Street
Massachusetts
$2.93M -$236K -23,726 -7%
JAM
9
Jacobs Asset Management
New York
$2.61M -$669K -67,348 -20%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.24M +$531K +53,463 +29%
Wells Fargo
11
Wells Fargo
California
$1.88M +$117K +11,783 +6%
Marshall Wace
12
Marshall Wace
United Kingdom
$1.7M +$94.9K +9,551 +6%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$1.63M +$824K +82,956 +95%
CC
14
CF Capital
Massachusetts
$1.59M +$499K +50,157 +43%
Goldman Sachs
15
Goldman Sachs
New York
$1.52M +$721K +72,555 +84%
Northern Trust
16
Northern Trust
Illinois
$1.29M +$13.5K +1,360 +1%
Millennium Management
17
Millennium Management
New York
$1.22M +$257K +25,861 +25%
PCM
18
Penserra Capital Management
California
$1.11M +$202K +20,356 +21%
VCM
19
Vivaldi Capital Management
Illinois
$1.05M -$1.65M -165,583 -60%
JP Morgan Chase
20
JP Morgan Chase
New York
$979K +$733K +73,749 +255%
RWM
21
Ritholtz Wealth Management
New York
$882K +$569K +57,283 +162%
Renaissance Technologies
22
Renaissance Technologies
New York
$850K +$413K +41,600 +87%
WAM
23
Wolverine Asset Management
Illinois
$821K +$221K +22,222 +35%
Two Sigma Investments
24
Two Sigma Investments
New York
$749K +$134K +13,502 +21%
UBS Group
25
UBS Group
Switzerland
$707K +$208K +20,897 +39%
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.