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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
Bank of New York Mellon
51
Bank of New York Mellon
New York
$246K +$257K +17,089 New
HighTower Advisors
52
HighTower Advisors
Illinois
$237K -$12.2M -811,653 -98%
CMMS
53
Comprehensive Money Management Services
Florida
$232K +$48.9K +3,250 +25%
HIP
54
HUB Investment Partners
Texas
$228K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$210K -$33K -2,193 -13%
MML Investors Services
56
MML Investors Services
Massachusetts
$184K +$192K +12,783 New
BFM
57
Boothbay Fund Management
New York
$182K
IIA
58
IPG Investment Advisors
California
$169K
MOS
59
MGO One Seven
Ohio
$156K +$163K +10,807 New
AI
60
Atria Investments
North Carolina
$148K +$155K +10,318 New
JSAM
61
J. Safra Asset Management
New York
$117K +$11.1K +741 +10%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$103K -$756K -50,267 -88%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$82.4K +$86.3K +5,740 New
SPIA
64
Steward Partners Investment Advisory
New York
$59.4K +$62.1K +4,126 New
TCM
65
Triumph Capital Management
Colorado
$56.6K +$59.1K +3,932 New
TWC
66
TD Waterhouse Canada
Ontario, Canada
$34.7K -$1.13M -75,251 -97%
Simplex Trading
67
Simplex Trading
Illinois
$25.9K -$41.8K -2,776 -61%
SG
68
Sankala Group
Colorado
$24.5K +$26.2K +1,740 New
WOSD
69
WFA of San Diego
California
$17.1K -$617 -41 -3%
UBS Group
70
UBS Group
Switzerland
$16.7K +$17.4K +1,160 New
TAM
71
Tucker Asset Management
Colorado
$14.4K +$15K +1,000 New
FFA
72
Farther Finance Advisors
California
$13.5K +$12.2K +808 +617%
EWM
73
Evolution Wealth Management
Florida
$7.97K +$8.33K +554 New
SWP
74
Strategic Wealth Partners
Ohio
$4.25K -$295K -19,608 -99%
GWM
75
Geneos Wealth Management
Colorado
$3.6K +$3.76K +250 New