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Silvercrest Asset Management

80 hedge funds and large institutions have $84.9M invested in Silvercrest Asset Management in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 7780 (+3)

5.74% less ownership

Funds ownership: 63.5%57.77% (-5.7%)

14% less capital invested

Capital invested by funds: $99.2M → $84.9M (-$14.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $44K

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
33
Reduced
21
Closed
10
Calls
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Appleton Partners
Massachusetts
$502K
Bank of America
27
Bank of America
North Carolina
$500K +$87.1K +5,769 +22%
GI
28
GAMCO Investors
Connecticut
$451K +$127K +8,409 +42%
MAM
29
Martingale Asset Management
Massachusetts
$448K +$4.49K +297 +1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$419K +$26.2K +1,732 +7%
RS
31
R Squared
Hong Kong
$414K +$166K +10,996 +73%
Millennium Management
32
Millennium Management
New York
$368K +$350K +23,175 New
UBS Group
33
UBS Group
Switzerland
$362K +$162K +10,712 +88%
Charles Schwab
34
Charles Schwab
California
$360K -$61.9K -4,096 -15%
CA
35
Clearstead Advisors
Ohio
$360K +$145K +9,576 +73%
TI
36
Trexquant Investment
Connecticut
$357K +$340K +22,522 New
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336K +$53.3K +3,532 +20%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$316K +$301K +19,934 New
RGC
39
Roberts, Glore & Co
Illinois
$296K +$59.3K +3,925 +27%
HPC
40
HM Payson & Co
Maine
$293K -$45.3K -3,000 -14%
RWM
41
Ritholtz Wealth Management
New York
$288K +$275K +18,181 New
BCM
42
Bridgeway Capital Management
Texas
$281K
B
43
Bailard
California
$269K +$256K +16,969 New
N
44
Nuveen
North Carolina
$249K -$68.6K -4,542 -22%
Raymond James Financial
45
Raymond James Financial
Florida
$247K +$235K +15,555 New
JP Morgan Chase
46
JP Morgan Chase
New York
$225K -$113K -7,497 -35%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$217K -$4.11K -272 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$194K -$73.3K -4,850 -28%
EGM
49
Engineers Gate Manager
New York
$167K +$159K +10,547 New
SAM
50
Silvercrest Asset Management
New York
$159K

SAMG Hedge Fund Activity: Q2 2025 in Review

80 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2025, worth a combined $84.9M — down 14% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SAMG positions and 10 closed out — a net gain of 4 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $2.43M. The largest seller was Long Path Partners, exiting entirely with an estimated $14.9M sold.

  • 80 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2025, up from 77 in Q1 2025.
  • Funds reported $84.9M of Silvercrest Asset Management stock for Q2 2025, down 14% quarter-over-quarter.
  • 14 funds opened new Silvercrest Asset Management positions in Q2 2025 and 10 closed out, a net change of +4 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2025 was BlackRock, an estimated $2.43M added.
  • The largest Silvercrest Asset Management seller in Q2 2025 was Long Path Partners, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2025.