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AGF US Market Neutral Anti-Beta Fund

81 hedge funds and large institutions have $175M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

14% more funds holding

Funds holding: 7181 (+10)

4.3% less ownership

Funds ownership: 61.89%57.59% (-4.3%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

27% less capital invested

Capital invested by funds: $240M → $175M (-$65.7M)

29% less call options, than puts

Call options by funds: $12K | Put options by funds: $17K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
27
Increased
22
Reduced
25
Closed
17
Calls
$12K
Puts
$17K
Net Calls
-$5K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$937K +$394K +26,177 +67%
APW
27
Axim Planning & Wealth
Ohio
$877K -$242K -16,068 -21%
Hudson Bay Capital Management
28
Hudson Bay Capital Management
Connecticut
$866K
PUI
29
Purpose Unlimited Inc
$728K +$770K +51,227 New
FHA
30
Flagship Harbor Advisors
Massachusetts
$584K -$6.26K -416 -1%
DAS
31
Dynamic Advisor Solutions
Arizona
$555K -$602K -40,042 -51%
AWA
32
Arete Wealth Advisors
Illinois
$548K +$27.1K +1,801 +5%
CFD
33
Creative Financial Designs
Indiana
$535K -$2.81M -187,094 -83%
Osaic Holdings
34
Osaic Holdings
Arizona
$507K -$23.8M -1,584,462 -98%
Morgan Stanley
35
Morgan Stanley
New York
$502K +$5.89K +392 +1%
AWM
36
Able Wealth Management
New Jersey
$502K -$117K -7,763 -18%
NL
37
NWAM LLC
Washington
$411K +$437K +29,049 New
E
38
Entelevest
Florida
$397K +$415K +27,576 New
EFG
39
Ethos Financial Group
Pennsylvania
$385K +$3.08K +205 +0.8%
IA
40
IFP Advisors
Florida
$376K +$49.1K +3,267 +14%
FBT
41
First Bankers Trust
Kentucky
$366K +$51.1K +3,400 +15%
WAM
42
Worth Asset Management
Texas
$364K +$380K +25,282 New
MPW
43
Magnolia Private Wealth
Pennsylvania
$361K -$582K -38,675 -61%
GCA
44
Greenwood Capital Associates
South Carolina
$349K +$116K +7,725 +47%
AFP
45
Ausdal Financial Partners
Iowa
$337K -$20.6K -1,367 -6%
AIM
46
Advyzon Investment Management
Illinois
$334K +$175K +11,636 +101%
AA
47
Armis Advisers
Georgia
$319K +$339K +22,536 New
TI
48
Tidal Investments
Wisconsin
$317K -$179K -11,869 -35%
FWWM
49
Fiscal Wisdom Wealth Management
Connecticut
$282K +$143K +9,509 +94%
RFG
50
REAP Financial Group
Texas
$278K -$4.38K -291 -1%