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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
Morgan Stanley
1
Morgan Stanley
New York
$48.5M +$431 +45 +0%
DKCM
2
Davidson Kempner Capital Management
New York
$38.7M -$5.7M -595,000 -13%
Victory Capital Management
3
Victory Capital Management
Texas
$14.1M +$10.4M +1,085,507 +257%
MCM
4
Masters Capital Management
Georgia
$9.37M
BlackRock
5
BlackRock
New York
$8.3M -$76.5K -7,992 -0.9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.19M +$341K +35,580 +4%
State Street
7
State Street
Massachusetts
$3.91M +$949K +99,095 +31%
CC
8
CF Capital
Massachusetts
$3.64M +$1.81M +188,836 +94%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.94M -$69.4K -7,251 -2%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$2.81M +$2.87M +300,000 New
Wells Fargo
11
Wells Fargo
California
$2.21M +$193K +20,206 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.17M -$54K -5,643 -2%
WAM
13
Wolverine Asset Management
Illinois
$1.93M -$177K -18,517 -8%
JAM
14
Jacobs Asset Management
New York
$1.87M -$670K -70,000 -26%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.36M +$1.13M +117,956 +427%
Two Sigma Investments
16
Two Sigma Investments
New York
$1.32M +$270K +28,194 +25%
Northern Trust
17
Northern Trust
Illinois
$1.18M +$21.3K +2,227 +2%
VCM
18
Vivaldi Capital Management
Illinois
$1.11M +$23K +2,400 +2%
PCM
19
Penserra Capital Management
California
$1.08M +$37.3K +3,901 +4%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$972K +$848K +88,596 +584%
Ameriprise
21
Ameriprise
Minnesota
$860K +$267K +27,897 +44%
RP
22
Riverbridge Partners
Minnesota
$777K +$17.1K +1,788 +2%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$746K -$610K -63,687 -44%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$674K +$52.2K +5,457 +8%
Goldman Sachs
25
Goldman Sachs
New York
$626K +$41.1K +4,296 +7%

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.