We are live on ! Find out more
SAMG icon

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
MIM
51
MetLife Investment Management
New Jersey
$94.1K
Wells Fargo
52
Wells Fargo
California
$93.4K +$1.89K +106 +2%
Mirae Asset Global ETFs Holdings
53
Mirae Asset Global ETFs Holdings
Hong Kong
$92.4K +$4.16K +234 +4%
Osaic Holdings
54
Osaic Holdings
Arizona
$83.5K +$24.2K +1,363 +36%
CF
55
Corebridge Financial
Texas
$76.3K -$1.23K -69 -1%
GWMI
56
Guardian Wealth Management (Illinois)
Illinois
$48.3K +$1.03K +58 +2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$30.8K
PWMG
58
Prestige Wealth Management Group
New Jersey
$29.4K
MAM
59
Meeder Asset Management
Ohio
$22.8K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$17K -$362K -20,337 -95%
TRCT
61
Tower Research Capital (TRC)
New York
$14.9K +$2.42K +136 +18%
Legal & General Group
62
Legal & General Group
United Kingdom
$13.6K
AIP
63
Ameritas Investment Partners
Nebraska
$12.2K
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$11.8K -$11.5K -646 -47%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$11.3K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$6.95K -$5.57K -313 -42%
AB
67
Amalgamated Bank
New York
$6K
SWM
68
Spire Wealth Management
Virginia
$3.31K +$36 +2 +1%
SCM
69
Sterling Capital Management
North Carolina
$2.68K -$2.83K -159 -49%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$2.49K -$587 -33 -18%
PSB
71
Piscataqua Savings Bank
New Hampshire
$2.04K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K +$711 +40 +48%
GI
73
GAMMA Investing
California
$589 +$640 +36 New
FHA
74
First Horizon Advisors
Tennessee
$553
SS
75
SBI Securities
Japan
$491 -$889 -50 -63%

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.