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AOMR

Angel Oak Mortgage REIT
AOMR

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: 80 → 80 (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
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$6.35M
2
RP
Riverbridge Partners
Minnesota
+$892K
3
JAM
Jacobs Asset Management
New York
+$782K
4
WAM
Wolverine Asset Management
Illinois
+$746K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$667K

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.81M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.57M
3
CC
CF Capital
Massachusetts
-$1.24M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$291K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$249K
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%
1
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AOMR Hedge Fund Activity: Q4 2025 in Review

80 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q4 2025, worth a combined $157M — down 5.4% from $165M a quarter earlier.

Fund positioning in AOMR was balanced in Q4 2025: 10 funds opened new positions, 10 closed out, 24 added to existing stakes and 30 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $6.35M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $2.81M sold.

  • 80 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $157M of Angel Oak Mortgage REIT stock for Q4 2025, down 5.4% quarter-over-quarter.
  • 10 funds opened new Angel Oak Mortgage REIT positions in Q4 2025 and 10 closed out, a net change of 0 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q4 2025 was Victory Capital Management, an estimated $6.35M added.
  • The largest Angel Oak Mortgage REIT seller in Q4 2025 was 1832 Asset Management, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2025.