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AGF US Market Neutral Anti-Beta Fund

71 hedge funds and large institutions have $240M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $217M → $240M (+$23.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

11% less funds holding

Funds holding: 8071 (-9)

15.67% less ownership

Funds ownership: 77.56%61.89% (-16%)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

89% less call options, than puts

Call options by funds: $13K | Put options by funds: $114K

Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
24
Reduced
24
Closed
26
Calls
$13K
Puts
$114K
Net Calls
-$101K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
CMMS
51
Comprehensive Money Management Services
Florida
$205K -$25.5K -1,550 -11%
BFM
52
Boothbay Fund Management
New York
$201K +$208K +12,632 New
Q
53
QVR
California
$201K +$208K +12,632 New
IIA
54
IPG Investment Advisors
California
$187K -$7.23K -439 -4%
AIM
55
Advyzon Investment Management
Illinois
$184K -$763K -46,327 -80%
SA
56
Sanctuary Advisors
Indiana
$183K
FWWM
57
Fiscal Wisdom Wealth Management
Connecticut
$158K +$166K +10,090 New
JSAM
58
J. Safra Asset Management
New York
$118K +$65.1K +3,955 +115%
Simplex Trading
59
Simplex Trading
Illinois
$72K +$60.6K +3,676 +409%
GRP
60
Global Retirement Partners
California
$29.8K +$30.8K +1,871 New
WOSD
61
WFA of San Diego
California
$19.6K -$1.65K -100 -8%
JP Morgan Chase
62
JP Morgan Chase
New York
$12.6K +$329 +20 +3%
Group One Trading
63
Group One Trading
Illinois
$9.55K +$9.88K +600 New
HI
64
Harbour Investments
Wisconsin
$8.71K -$524K -31,792 -98%
AssetMark Inc
65
AssetMark Inc
California
$3.82K -$1.58K -96 -29%
PTC
66
Private Trust Company
Ohio
$2.6K +$2.69K +163 New
FFA
67
Farther Finance Advisors
California
$2.08K -$137K -8,319 -98%
SAM
68
Smartleaf Asset Management
Massachusetts
$1.37K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$923 -$692 -42 -42%
PSFG
70
Park Square Financial Group
Georgia
$685 +$708 +43 New
VWWMG
71
Vermillion & White Wealth Management Group
Pennsylvania
$309
CAM
72
Creekmur Asset Management
Illinois
$8
Renaissance Technologies
73
Renaissance Technologies
New York
-$1.52M -85,680 Closed
AA
74
Armis Advisers
Georgia
-$887K -50,085 Closed
CIA
75
Concurrent Investment Advisors
Florida
-$778K -43,954 Closed

BTAL Hedge Fund Activity: Q3 2025 in Review

71 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2025, worth a combined $240M — up 11% from $217M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BTAL and 18 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $22.3M. The largest seller was Tactive Advisors, cutting an estimated $6.35M.

  • 71 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2025, down from 80 in Q2 2025.
  • Funds reported $240M of AGF US Market Neutral Anti-Beta Fund stock for Q3 2025, up 11% quarter-over-quarter.
  • 18 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2025 and 26 closed out, a net change of -8 holders.
  • The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $22.3M added.
  • The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2025 was Tactive Advisors, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2025.