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Silvercrest Asset Management
SAMG

Overview Fund Activity

77 hedge funds and large institutions have $84.4M invested in Silvercrest Asset Management in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
33
Reduced
19
Closed
10
Calls
–
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$44K

Top Buyers

1
BlackRock
1
BlackRock
New York
$15.7M
2
GF
2
Gabelli Funds
New York
$2.93M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.01M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$2.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.49M

Top Sellers

1
LPP
1
Long Path Partners
Connecticut
$0
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
CSP
3
Cary Street Partners
Virginia
$0
4
NCM
4
Novare Capital Management
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
26
Appleton Partners
Massachusetts
$502K 31,650 – –
Bank of America
27
Bank of America
North Carolina
$500K 31,539 +5,769 +22%
GI
28
GAMCO Investors
Connecticut
$451K 28,409 +8,409 +42%
MAM
29
Martingale Asset Management
Massachusetts
$448K 28,251 +297 +1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$419K 26,448 +1,732 +7%
RS
31
R Squared
Hong Kong
$414K 26,107 +10,996 +73%
Millennium Management
32
Millennium Management
New York
$368K 23,175 +23,175 New
UBS Group
33
UBS Group
Switzerland
$362K 22,827 +10,712 +88%
Charles Schwab
34
Charles Schwab
California
$360K 22,722 -4,096 -15%
CA
35
Clearstead Advisors
Ohio
$360K 22,712 +9,576 +73%
TI
36
Trexquant Investment
Connecticut
$357K 22,522 +22,522 New
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336K 21,173 +3,532 +20%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$316K 19,934 +19,934 New
RGC
39
Roberts, Glore & Co
Illinois
$296K 18,658 +3,925 +27%
RWM
40
Ritholtz Wealth Management
New York
$288K 18,181 +18,181 New
BCM
41
Bridgeway Capital Management
Texas
$281K 17,702 – –
B
42
Bailard
California
$269K 16,969 +16,969 New
NL
43
Nuveen LLC
North Carolina
$249K 15,690 -4,542 -22%
Raymond James Financial
44
Raymond James Financial
Florida
$247K 15,555 +15,555 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$225K 14,209 -7,497 -35%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$217K 13,670 -272 -2%
EGM
47
Engineers Gate Manager
New York
$167K 10,547 +10,547 New
SAM
48
Silvercrest Asset Management
New York
$159K 10,000 – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$149K 9,373 +8,652 +1,200%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$136K 8,589 +7,576 +748%
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