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Silvercrest Asset Management

89 hedge funds and large institutions have $79.4M invested in Silvercrest Asset Management in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

11% more funds holding

Funds holding: 8089 (+9)

1.94% more ownership

Funds ownership: 57.77%59.71% (+1.9%)

6% less capital invested

Capital invested by funds: $84.9M → $79.4M (-$5.48M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

89% less call options, than puts

Call options by funds: $2K | Put options by funds: $18K

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
32
Closed
2
Calls
$2K
Puts
$18K
Net Calls
-$16K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Appleton Partners
Massachusetts
$498K
Millennium Management
27
Millennium Management
New York
$471K +$110K +6,753 +29%
MAM
28
Martingale Asset Management
Massachusetts
$445K +$163 +10 +0%
Jane Street
29
Jane Street
New York
$443K +$458K +28,103 New
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434K +$104K +6,399 +30%
GI
31
GAMCO Investors
Connecticut
$411K -$38K -2,331 -8%
Bank of America
32
Bank of America
North Carolina
$401K -$98.7K -6,052 -19%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$384K -$33.7K -2,068 -8%
Charles Schwab
34
Charles Schwab
California
$358K
CA
35
Clearstead Advisors
Ohio
$358K
RS
36
R Squared
Hong Kong
$339K -$74.3K -4,556 -17%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$314K
RWM
38
Ritholtz Wealth Management
New York
$302K +$15.7K +963 +5%
RGC
39
Roberts, Glore & Co
Illinois
$295K +$1.63K +100 +0.5%
BCM
40
Bridgeway Capital Management
Texas
$279K
B
41
Bailard
California
$267K
N
42
Nuveen
North Carolina
$247K
Raymond James Financial
43
Raymond James Financial
Florida
$245K +$212 +13 +0.1%
JP Morgan Chase
44
JP Morgan Chase
New York
$245K +$21.4K +1,315 +9%
TI
45
Trexquant Investment
Connecticut
$239K -$120K -7,361 -33%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$208K -$7.42K -455 -3%
SAM
47
Silvercrest Asset Management
New York
$158K
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$155K +$8.06K +494 +5%
HPC
49
HM Payson & Co
Maine
$128K -$169K -10,388 -56%
Deutsche Bank
50
Deutsche Bank
Germany
$102K

SAMG Hedge Fund Activity: Q3 2025 in Review

89 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q3 2025, worth a combined $79.4M — down 6.5% from $84.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SAMG positions and 2 closed out — a net gain of 9 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $458K. The largest seller was Royce & Associates, cutting an estimated $2.99M.

  • 89 institutional investors held Silvercrest Asset Management (SAMG) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $79.4M of Silvercrest Asset Management stock for Q3 2025, down 6.5% quarter-over-quarter.
  • 11 funds opened new Silvercrest Asset Management positions in Q3 2025 and 2 closed out, a net change of +9 holders.
  • The largest Silvercrest Asset Management buyer in Q3 2025 was Jane Street, an estimated $458K added.
  • The largest Silvercrest Asset Management seller in Q3 2025 was Royce & Associates, an estimated $2.99M sold.

Based on aggregated 13F filings for Q3 2025.