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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
Stifel Financial
76
Stifel Financial
Missouri
-$700K -39,543 Closed
BCA
77
Bay Colony Advisors
Massachusetts
-$639K -36,090 Closed
MWM
78
Maridea Wealth Management
New York
-$618K -34,887 Closed
Bank of America
79
Bank of America
North Carolina
-$610K -34,481 Closed
LMKC
80
L.M. Kohn & Company
Ohio
-$570K -32,183 Closed
HGA
81
Hobbs Group Advisors
South Carolina
-$424K -23,941 Closed
BAM
82
Belpointe Asset Management
Nevada
-$403K -22,790 Closed
MML Investors Services
83
MML Investors Services
Massachusetts
-$337K -19,030 Closed
IA
84
Integrity Alliance
Iowa
-$326K -18,405 Closed
UBS Group
85
UBS Group
Switzerland
-$268K -15,125 Closed
JHC
86
J. Hagan Capital
Kentucky
-$240K -14,385 Closed
HF
87
HRT Financial
New York
-$244K -13,816 Closed
RA
88
RoundAngle Advisors
New Jersey
-$237K -13,409 Closed
IFG
89
Independent Financial Group
California
-$186K -10,487 Closed
CFG
90
Cooper Financial Group
California
-$180K -10,167 Closed
Raymond James Financial
91
Raymond James Financial
Florida
-$162K -9,153 Closed
EWM
92
Evolution Wealth Management
Florida
-$122K -6,882 Closed
SIS
93
Sound Income Strategies
Florida
-$65.1K -3,678 Closed
RFA
94
Reyes Financial Architecture
California
-$19.5K -1,102 Closed
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
-$14K -798 Closed
AF
96
Allworth Financial
California
-$3.84K -217 Closed
T
97
Transce3nd
Texas
-$3.59K -203 Closed
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
-$2.09K -118 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.