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AOMR

Angel Oak Mortgage REIT

80 hedge funds and large institutions have $157M invested in Angel Oak Mortgage REIT in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 8080 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1.3% less ownership

Funds ownership: 74.29%72.99% (-1.3%)

5% less capital invested

Capital invested by funds: $165M → $157M (-$8.86M)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
80
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
30
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
$44.5M -$492 -55 -0%
DKCM
2
Davidson Kempner Capital Management
New York
$35.6M
Victory Capital Management
3
Victory Capital Management
Texas
$19.1M +$6.35M +710,493 +47%
MCM
4
Masters Capital Management
Georgia
$8.61M
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.17M +$667K +74,574 +9%
BlackRock
6
BlackRock
New York
$7.95M +$340K +38,022 +4%
State Street
7
State Street
Massachusetts
$3.61M +$15.3K +1,716 +0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.81M +$109K +12,215 +4%
WAM
9
Wolverine Asset Management
Illinois
$2.49M +$746K +83,381 +41%
JAM
10
Jacobs Asset Management
New York
$2.48M +$782K +87,500 +44%
CC
11
CF Capital
Massachusetts
$2.15M -$1.24M -139,208 -36%
Wells Fargo
12
Wells Fargo
California
$1.84M -$202K -22,624 -10%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.69M +$453K +50,667 +35%
RP
14
Riverbridge Partners
Minnesota
$1.57M +$892K +99,811 +120%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.34M +$137K +15,272 +11%
PCM
16
Penserra Capital Management
California
$1.18M +$199K +22,256 +19%
UBS Group
17
UBS Group
Switzerland
$1.11M +$653K +73,086 +132%
VCM
18
Vivaldi Capital Management
Illinois
$1.02M
Northern Trust
19
Northern Trust
Illinois
$981K -$107K -11,917 -9%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$869K -$25K -2,792 -3%
Ameriprise
21
Ameriprise
Minnesota
$785K -$5.54K -619 -0.7%
Goldman Sachs
22
Goldman Sachs
New York
$763K +$195K +21,854 +33%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$757K +$143K +16,000 +22%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$479K -$1.57M -175,689 -76%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$471K -$222K -24,845 -31%