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AGF US Market Neutral Anti-Beta Fund

87 hedge funds and large institutions have $270M invested in AGF US Market Neutral Anti-Beta Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

55% more capital invested

Capital invested by funds: $175M → $270M (+$95.3M)

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

7% more funds holding

Funds holding: 8187 (+6)

5.34% more ownership

Funds ownership: 57.59%62.93% (+5.3%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
36
Reduced
24
Closed
11
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
HH
26
Hilltop Holdings
Texas
$1.7M -$2.26M -161,161 -57%
SAI
27
Savvy Advisors Inc
New York
$1.66M +$1.66M +118,666 New
LPL Financial
28
LPL Financial
California
$1.5M -$183K -13,070 -11%
AC
29
Avestar Capital
New York
$1.19M -$71.4K -5,093 -6%
BAM
30
Belpointe Asset Management
Nevada
$1.06M -$2.5M -178,656 -70%
APW
31
Axim Planning & Wealth
Ohio
$1.06M +$207K +14,735 +24%
GSWA
32
Good Steward Wealth Advisors
Tennessee
$1.04M +$71.7K +5,113 +7%
DAS
33
Dynamic Advisor Solutions
Arizona
$867K +$331K +23,599 +61%
FS
34
Ferguson Shapiro
Georgia
$843K +$847K +60,400 New
Hudson Bay Capital Management
35
Hudson Bay Capital Management
Connecticut
$840K
GM
36
GeoWealth Management
Illinois
$768K +$771K +55,005 New
AWA
37
Arete Wealth Advisors
Illinois
$723K +$192K +13,711 +36%
FHA
38
Flagship Harbor Advisors
Massachusetts
$624K +$57.9K +4,132 +10%
AA
39
Armis Advisers
Georgia
$597K +$381K +27,200 +121%
NS
40
NBC Securities
Alabama
$591K +$594K +42,343 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$583K -$327K -23,334 -36%
IA
42
Integrity Alliance
Iowa
$580K +$582K +41,516 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$577K +$579K +41,305 New
E
44
Entelevest
Florida
$515K +$130K +9,284 +34%
GCA
45
Greenwood Capital Associates
South Carolina
$508K +$171K +12,164 +50%
FBT
46
First Bankers Trust
Kentucky
$497K +$143K +10,187 +40%
IA
47
IFP Advisors
Florida
$497K +$132K +9,441 +36%
AIM
48
Advyzon Investment Management
Illinois
$487K +$164K +11,724 +51%
Morgan Stanley
49
Morgan Stanley
New York
$478K -$8.85K -631 -2%
WAM
50
Worth Asset Management
Texas
$425K +$72.8K +5,190 +21%