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AGF US Market Neutral Anti-Beta Fund

76 hedge funds and large institutions have $173M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

28% less capital invested

Capital invested by funds: $240M → $173M (-$66.8M)

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
76
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12K
Puts
$17K
Net Calls
Net Calls Change

Top Buyers

1 +$19.1M
2 +$7.44M
3 +$4.73M
4
HH
Hilltop Holdings
Texas
+$4.25M
5
BAM
Belpointe Asset Management
Nevada
+$3.83M

Top Sellers

1 -$35.4M
2 -$23.8M
3 -$12.2M
4
WIA
Wealthedge Investment Advisors
New York
-$6.63M
5
LPL Financial
LPL Financial
California
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CMMS
51
Comprehensive Money Management Services
Florida
$232K
HIP
52
HUB Investment Partners
Texas
$228K
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$210K
MML Investors Services
54
MML Investors Services
Massachusetts
$184K
BFM
55
Boothbay Fund Management
New York
$182K
IIA
56
IPG Investment Advisors
California
$169K
MOS
57
MGO One Seven
Ohio
$156K
AI
58
Atria Investments
North Carolina
$148K
JSAM
59
J. Safra Asset Management
New York
$117K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$103K
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$82.4K
SPIA
62
Steward Partners Investment Advisory
New York
$59.4K
TCM
63
Triumph Capital Management
Colorado
$56.6K
TWC
64
TD Waterhouse Canada
Ontario, Canada
$34.7K
Simplex Trading
65
Simplex Trading
Illinois
$25.9K
WOSD
66
WFA of San Diego
California
$17.1K
UBS Group
67
UBS Group
Switzerland
$16.7K
TAM
68
Tucker Asset Management
Colorado
$14.4K
FFA
69
Farther Finance Advisors
California
$13.5K
EWM
70
Evolution Wealth Management
Florida
$7.97K
GWM
71
Geneos Wealth Management
Colorado
$3.6K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$3.45K
SAM
73
Smartleaf Asset Management
Massachusetts
$1.74K
HI
74
Harbour Investments
Wisconsin
$835
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$835