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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
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.8M -$1.55M -93,993 -4%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$35.4M +$22.3M +1,350,767 +155%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$31M -$5.68K -345 -0%
Osaic Holdings
4
Osaic Holdings
Arizona
$26.5M -$1.62M -98,295 -6%
HighTower Advisors
5
HighTower Advisors
Illinois
$13.2M +$6.98M +423,483 +105%
OIA
6
OneDigital Investment Advisors
Kansas
$10.1M +$494K +29,979 +5%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$9.49M +$3.1M +188,372 +46%
LPL Financial
8
LPL Financial
California
$8.93M +$1.97M +119,392 +27%
WIA
9
Wealthedge Investment Advisors
New York
$8.23M +$6.49M +394,128 +320%
CCMG
10
Clark Capital Management Group
Pennsylvania
$5.77M +$5.97M +362,712 New
LFAS
11
Level Four Advisory Services
Texas
$5.74M +$183K +11,129 +3%
KF
12
Krilogy Financial
Missouri
$5.4M +$5.97M +362,688 New
KAS
13
Kestra Advisory Services
Texas
$5.31M +$5.49M +333,570 New
CFD
14
Creative Financial Designs
Indiana
$3.57M +$90.4K +5,487 +3%
AWM
15
AE Wealth Management
Kansas
$3.57M -$158K -9,614 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.3M +$2.23M +135,474 +188%
PCA
17
PMV Capital Advisers
Texas
$3.26M +$883K +53,603 +35%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2.89M -$304K -18,436 -9%
AC
19
Avestar Capital
New York
$1.94M -$165K -10,035 -8%
LA
20
Latitude Advisors
Florida
$1.34M +$1.17M +70,844 +524%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.25M -$7.35K -446 -0.6%
APW
22
Axim Planning & Wealth
Ohio
$1.23M -$306K -18,582 -19%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$1.22M -$406K -24,673 -24%
MPW
24
Magnolia Private Wealth
Pennsylvania
$1.02M -$72.8K -4,420 -6%
Hudson Bay Capital Management
25
Hudson Bay Capital Management
Connecticut
$949K +$991K +60,170 New

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.