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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$3.45K +$3.61K +240 New
SWM
77
SHP Wealth Management
Massachusetts
$2.41K +$2.53K +168 New
SAM
78
Smartleaf Asset Management
Massachusetts
$1.74K +$511 +34 +39%
HI
79
Harbour Investments
Wisconsin
$835 -$7.35K -489 -89%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$835
VWWMG
81
Vermillion & White Wealth Management Group
Pennsylvania
$279
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
-$35.4M -2,221,703 Closed
CCMG
83
Clark Capital Management Group
Pennsylvania
-$5.77M -362,712 Closed
LFAS
84
Level Four Advisory Services
Texas
-$5.74M -360,604 Closed
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
-$619K -38,905 Closed
Citadel Advisors
86
Citadel Advisors
Florida
-$538K -33,821 Closed
PAS
87
Park Avenue Securities
New York
-$444K -27,869 Closed
PS
88
Principal Securities
Iowa
-$391K -24,576 Closed
Goldman Sachs
89
Goldman Sachs
New York
-$380K -23,882 Closed
CAM
90
Clark Asset Management
New Hampshire
-$372K -23,382 Closed
TA
91
Tactive Advisors
Florida
-$368K -23,134 Closed
SA
92
Sanctuary Advisors
Indiana
-$183K -11,510 Closed
GRP
93
Global Retirement Partners
California
-$29.8K -1,871 Closed
JP Morgan Chase
94
JP Morgan Chase
New York
-$12.6K -789 Closed
Group One Trading
95
Group One Trading
Illinois
-$9.02K -600 Closed
AssetMark Inc
96
AssetMark Inc
California
-$3.82K -240 Closed
PTC
97
Private Trust Company
Ohio
-$2.6K -163 Closed
PSFG
98
Park Square Financial Group
Georgia
-$685 -43 Closed