We are live on ! Find out more
SAMG icon

Silvercrest Asset Management
SAMG

94 hedge funds and large institutions have $61.1M invested in Silvercrest Asset Management in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

51.53% more ownership

Funds ownership: 58.63% → 110.15% (+52%)

15% more funds holding

Funds holding: 82 → 94 (+12)

15% less capital invested

Capital invested by funds: $72.3M → $61.1M (-$11.2M)

47% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 36

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
19
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$3.64M
2
NSIM
North Star Investment Management
Illinois
+$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
+$450K
4
Goldman Sachs
Goldman Sachs
New York
+$305K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$212K

Top Sellers

Rank Fund Capital Flow
1
SL
Sentinus LLC
Illinois
-$1.63M
2
AA
Ancora Advisors
Ohio
-$809K
3
Marshall Wace
Marshall Wace
United Kingdom
-$621K
4
GF
Gabelli Funds
New York
-$485K
5
Jane Street
Jane Street
New York
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$397K +$47.4K +3,191 +12%
MAM
27
Martingale Asset Management
Massachusetts
$380K – – –
Bank of America
28
Bank of America
North Carolina
$364K -$21.8K -1,471 -5%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$360K -$46.9K -3,158 -11%
GI
30
GAMCO Investors
Connecticut
$329K -$11.9K -800 -3%
Charles Schwab
31
Charles Schwab
California
$250K -$26.3K -1,772 -9%
RWM
32
Ritholtz Wealth Management
New York
$248K -$59.7K -4,024 -18%
SL
33
Sentinus LLC
Illinois
$248K -$1.63M -109,975 -86%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$243K -$33.6K -2,262 -11%
RGC
35
Roberts, Glore & Co
Illinois
$242K – – –
BCM
36
Bridgeway Capital Management
Texas
$238K – – –
RS
37
R Squared
Hong Kong
$218K -$159K -10,703 -40%
N
38
Nuveen
North Carolina
$211K – – –
Raymond James Financial
39
Raymond James Financial
Florida
$210K +$252 +17 +0.1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$192K +$212K +14,316 New
AQR Capital Management
41
AQR Capital Management
Connecticut
$180K +$199K +13,424 New
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$174K +$192K +12,940 New
WANY
43
Wealthspire Advisors (New York)
New York
$172K +$190K +12,796 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$148K -$6.1K -411 -4%
SAM
45
Silvercrest Asset Management
New York
$145K – – –
CA
46
Clearstead Advisors
Ohio
$143K -$198K -13,376 -56%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$142K -$52.5K -3,538 -25%
HPC
48
HM Payson & Co
Maine
$88.7K – – –
Deutsche Bank
49
Deutsche Bank
Germany
$87.2K – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$65.1K -$87.2K -5,874 -55%
1
2
3 4 5

SAMG Hedge Fund Activity: Q1 2026 in Review

94 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2026, worth a combined $61.1M — down 15% from $72.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SAMG positions and 7 closed out — a net gain of 14 holders — while 19 added to existing stakes and 36 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $3.64M. The largest seller was Sentinus LLC, cutting an estimated $1.63M.

  • 94 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2026, up from 82 in Q4 2025.
  • Funds reported $61.1M of Silvercrest Asset Management stock for Q1 2026, down 15% quarter-over-quarter.
  • 21 funds opened new Silvercrest Asset Management positions in Q1 2026 and 7 closed out, a net change of +14 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2026 was Punch & Associates Investment Management, an estimated $3.64M added.
  • The largest Silvercrest Asset Management seller in Q1 2026 was Sentinus LLC, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2026.