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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
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.3M -$995K -66,156 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$28M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$18.3M +$19.1M +1,269,641 New
CIBC World Market
4
CIBC World Market
Ontario, Canada
$11.3M +$2.88M +191,817 +32%
OIA
5
OneDigital Investment Advisors
Kansas
$9.92M +$836K +55,609 +9%
CCA
6
Carrera Capital Advisors
Michigan
$7.3M +$7.44M +494,840 New
KF
7
Krilogy Financial
Missouri
$6.43M +$1.37M +91,213 +25%
AWM
8
AE Wealth Management
Kansas
$5.8M +$2.69M +178,774 +80%
KAS
9
Kestra Advisory Services
Texas
$5.44M +$670K +44,538 +13%
ASN
10
Advisory Services Network
Georgia
$4.74M +$4.73M +314,565 +2,092%
HH
11
Hilltop Holdings
Texas
$4.07M +$4.25M +282,916 New
BAM
12
Belpointe Asset Management
Nevada
$3.67M +$3.83M +254,902 New
Jane Street
13
Jane Street
New York
$3.3M +$3.45M +229,064 New
PCA
14
PMV Capital Advisers
Texas
$3.11M +$175K +11,624 +6%
HF
15
HRT Financial
New York
$2.62M +$2.74M +182,251 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.34M -$292K -19,390 -11%
LPL Financial
17
LPL Financial
California
$1.74M -$6.62M -440,299 -79%
CI
18
CacheTech Inc
Utah
$1.55M +$1.62M +108,040 New
AC
19
Avestar Capital
New York
$1.31M -$475K -31,569 -26%
Q
20
QVR
California
$1.24M +$1.1M +73,386 +581%
LA
21
Latitude Advisors
Florida
$1.19M -$30.1K -2,000 -2%
WIM
22
WealthPlan Investment Management
Nebraska
$1.17M +$1.22M +80,982 New
WIA
23
Wealthedge Investment Advisors
New York
$1.1M -$6.63M -440,861 -85%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.05M -$2.02M -134,412 -65%
GSWA
25
Good Steward Wealth Advisors
Tennessee
$997K +$518K +34,472 +99%