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Silvercrest Asset Management

77 hedge funds and large institutions have $99.2M invested in Silvercrest Asset Management in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 7477 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more call options, than puts

Call options by funds: $2K | Put options by funds: $2K

3.66% less ownership

Funds ownership: 67.16%63.5% (-3.7%)

15% less capital invested

Capital invested by funds: $117M → $99.2M (-$17.6M)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
22
Reduced
30
Closed
3
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$581K +$170K +9,570 +37%
AP
27
Appleton Partners
Massachusetts
$518K
MAM
28
Martingale Asset Management
Massachusetts
$457K +$49.8K +2,800 +11%
Barclays
29
Barclays
United Kingdom
$456K -$84.8K -4,769 -15%
Charles Schwab
30
Charles Schwab
California
$439K
Bank of America
31
Bank of America
North Carolina
$422K -$72.1K -4,055 -14%
GF
32
Gabelli Funds
New York
$414K -$22.9K -1,290 -5%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$404K +$13.8K +775 +3%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$368K +$37.2K +2,092 +10%
JP Morgan Chase
35
JP Morgan Chase
New York
$355K -$247K -13,877 -39%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$354K +$31.9K +1,796 +9%
HPC
37
HM Payson & Co
Maine
$352K
N
38
Nuveen
North Carolina
$331K
GI
39
GAMCO Investors
Connecticut
$327K
BCM
40
Bridgeway Capital Management
Texas
$290K -$133K -7,500 -30%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$289K +$21.5K +1,211 +7%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$280K +$304K +17,089 New
RS
43
R Squared
Hong Kong
$247K +$150K +8,451 +127%
Jane Street
44
Jane Street
New York
$242K +$263K +14,777 New
RGC
45
Roberts, Glore & Co
Illinois
$241K
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$228K -$16.2K -910 -6%
CA
47
Clearstead Advisors
Ohio
$215K
UBS Group
48
UBS Group
Switzerland
$198K -$35K -1,970 -14%
SAM
49
Silvercrest Asset Management
New York
$164K +$178K +10,000 New
Deutsche Bank
50
Deutsche Bank
Germany
$106K

SAMG Hedge Fund Activity: Q1 2025 in Review

77 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2025, worth a combined $99.2M — down 15% from $117M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SAMG positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 30 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $634K. The largest seller was Punch & Associates Investment Management, cutting an estimated $3.57M.

  • 77 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $99.2M of Silvercrest Asset Management stock for Q1 2025, down 15% quarter-over-quarter.
  • 6 funds opened new Silvercrest Asset Management positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2025 was Citadel Advisors, an estimated $634K added.
  • The largest Silvercrest Asset Management seller in Q1 2025 was Punch & Associates Investment Management, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2025.