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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

70 hedge funds and large institutions have $272M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
35
Reduced
11
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$5K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$35.9M
2
Jane Street
Jane Street
New York
+$13.3M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$12.4M
4
HighTower Advisors
HighTower Advisors
Illinois
+$8.25M
5
LPL Financial
LPL Financial
California
+$6.12M

Top Sellers

1
TAF
Tredje AP-fonden
Sweden
-$88.7M
2
AssetMark Inc
AssetMark Inc
California
-$4.22M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.2M
4
BCM
Beaumont Capital Management
Massachusetts
-$2.46M
5
CWM
Cedar Wealth Management
California
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
76
Retireful LLC
Michigan
– -$778K -42,125 Closed
SFG
77
Socha Financial Group
New York
– -$529K -28,618 Closed
TI
78
Tidal Investments
Wisconsin
– -$526K -28,468 Closed
ACP
79
Aveo Capital Partners
Colorado
– -$365K -19,726 Closed
Citadel Advisors
80
Citadel Advisors
Florida
– -$245K -13,277 Closed
Raymond James Financial
81
Raymond James Financial
Florida
– -$196K -10,595 Closed
Comerica Bank
82
Comerica Bank
Texas
– -$98.4K -5,325 Closed
VAG
83
VisionPoint Advisory Group
Texas
– -$88.9K -4,827 Closed
UBS Group
84
UBS Group
Switzerland
– -$13.6K -736 Closed
Bank of America
85
Bank of America
North Carolina
– -$12.5K -675 Closed
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