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Silvercrest Asset Management

82 hedge funds and large institutions have $72.3M invested in Silvercrest Asset Management in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% less ownership

Funds ownership: 59.71%58.63% (-1.1%)

8% less funds holding

Funds holding: 8982 (-7)

9% less capital invested

Capital invested by funds: $79.4M → $72.3M (-$7.04M)

44% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 41

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
23
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$449K -$415K -28,593 -49%
Bank of America
27
Bank of America
North Carolina
$433K +$44.2K +3,042 +12%
MAM
28
Martingale Asset Management
Massachusetts
$429K -$116 -8 -0%
RS
29
R Squared
Hong Kong
$409K +$78.3K +5,396 +25%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$401K +$93.6K +6,447 +32%
GI
31
GAMCO Investors
Connecticut
$384K -$11.3K -781 -3%
CA
32
Clearstead Advisors
Ohio
$364K +$18.6K +1,279 +6%
RWM
33
Ritholtz Wealth Management
New York
$341K +$48.2K +3,320 +17%
Jane Street
34
Jane Street
New York
$327K -$95K -6,544 -23%
UBS Group
35
UBS Group
Switzerland
$314K +$206K +14,196 +219%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$309K -$58.1K -4,006 -16%
Charles Schwab
37
Charles Schwab
California
$309K -$34.3K -2,363 -10%
RGC
38
Roberts, Glore & Co
Illinois
$274K -$10.7K -740 -4%
BCM
39
Bridgeway Capital Management
Texas
$269K
N
40
Nuveen
North Carolina
$238K
Raymond James Financial
41
Raymond James Financial
Florida
$237K +$189 +13 +0.1%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$214K +$61.1K +4,209 +43%
TI
43
Trexquant Investment
Connecticut
$177K -$51.1K -3,518 -23%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$174K -$25.7K -1,772 -13%
SAM
45
Silvercrest Asset Management
New York
$164K +$11.6K +800 +8%
JP Morgan Chase
46
JP Morgan Chase
New York
$162K -$70.6K -4,862 -31%
Millennium Management
47
Millennium Management
New York
$152K -$289K -19,912 -67%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$133K +$99K +6,821 +336%
Wells Fargo
49
Wells Fargo
California
$117K +$24.7K +1,702 +28%
HPC
50
HM Payson & Co
Maine
$100K -$21.8K -1,500 -19%

SAMG Hedge Fund Activity: Q4 2025 in Review

82 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q4 2025, worth a combined $72.3M — down 8.9% from $79.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SAMG and 3 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 23 added.

The largest buyer was Sentinus LLC, opening a new position worth an estimated $1.86M. The largest seller was Ancora Advisors, cutting an estimated $1.42M.

  • 82 institutional investors held Silvercrest Asset Management (SAMG) as of Q4 2025, down from 89 in Q3 2025.
  • Funds reported $72.3M of Silvercrest Asset Management stock for Q4 2025, down 8.9% quarter-over-quarter.
  • 3 funds opened new Silvercrest Asset Management positions in Q4 2025 and 10 closed out, a net change of -7 holders.
  • The largest Silvercrest Asset Management buyer in Q4 2025 was Sentinus LLC, an estimated $1.86M added.
  • The largest Silvercrest Asset Management seller in Q4 2025 was Ancora Advisors, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2025.