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Atlanticus Holdings

107 hedge funds and large institutions have $242M invested in Atlanticus Holdings in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $202M → $242M (+$40.2M)

1.14% more ownership

Funds ownership: 22.82%23.95% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

4% less funds holding

Funds holding: 112107 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
37
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.2M +$14.7M +249,100 +55%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.9M -$1.09M -18,607 -3%
BlackRock
3
BlackRock
New York
$29M +$247K +4,197 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.4M +$793K +13,490 +4%
American Century Companies
5
American Century Companies
Missouri
$10.8M +$965K +16,405 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$9.19M -$15.9K -270 -0.2%
Renaissance Technologies
7
Renaissance Technologies
New York
$8.57M -$994K -16,902 -12%
State Street
8
State Street
Massachusetts
$7.84M +$612K +10,409 +10%
BCM
9
Bridgeway Capital Management
Texas
$7.51M +$47.4K +805 +0.7%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$5.49M -$680K -11,554 -12%
Charles Schwab
11
Charles Schwab
California
$4.36M +$1.14M +19,357 +42%
EF
12
Empowered Funds
Pennsylvania
$4.34M +$283K +4,805 +8%
Northern Trust
13
Northern Trust
Illinois
$3.81M -$333K -5,668 -9%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.33M -$61.4K -1,044 -2%
UBS Group
15
UBS Group
Switzerland
$2.52M +$1.7M +28,907 +333%
Victory Capital Management
16
Victory Capital Management
Texas
$2.09M +$2.77K +47 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.99M -$37.2K -632 -2%
Millennium Management
18
Millennium Management
New York
$1.96M +$740K +12,574 +75%
PAM
19
Panagora Asset Management
Massachusetts
$1.89M +$814K +13,835 +96%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.75M -$31.1K -529 -2%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$1.7M +$410K +6,970 +29%
Goldman Sachs
22
Goldman Sachs
New York
$1.45M -$308K -5,228 -19%
Morgan Stanley
23
Morgan Stanley
New York
$1.25M -$4.1M -69,736 -79%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.22M +$569K +9,671 +114%
Raymond James Financial
25
Raymond James Financial
Florida
$1.17M +$1.02M +17,417 New

ATLC Hedge Fund Activity: Q4 2025 in Review

107 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Atlanticus Holdings (ATLC) for Q4 2025, worth a combined $242M — up 20% from $202M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ATLC and 14 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 37 added.

The largest buyer was Wellington Management Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $4.1M.

  • 107 institutional investors held Atlanticus Holdings (ATLC) as of Q4 2025, down from 112 in Q3 2025.
  • Funds reported $242M of Atlanticus Holdings stock for Q4 2025, up 20% quarter-over-quarter.
  • 14 funds opened new Atlanticus Holdings positions in Q4 2025 and 17 closed out, a net change of -3 holders.
  • The largest Atlanticus Holdings buyer in Q4 2025 was Wellington Management Group, an estimated $14.7M added.
  • The largest Atlanticus Holdings seller in Q4 2025 was Morgan Stanley, an estimated $4.1M sold.

Based on aggregated 13F filings for Q4 2025.