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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
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$149K +$131K +8,652 +1,200%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$136K +$114K +7,576 +748%
Deutsche Bank
53
Deutsche Bank
Germany
$103K
Wells Fargo
54
Wells Fargo
California
$81.6K -$8.55K -566 -10%
Osaic Holdings
55
Osaic Holdings
Arizona
$80.3K -$680 -45 -0.9%
Mirae Asset Global ETFs Holdings
56
Mirae Asset Global ETFs Holdings
Hong Kong
$69.5K -$19.2K -1,268 -22%
PFSRSONJ
57
Police & Firemen's Retirement System of New Jersey
New Jersey
$34.1K +$32.4K +2,148 New
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$29.8K
PWMG
59
Prestige Wealth Management Group
New Jersey
$28.5K
MAM
60
Meeder Asset Management
Ohio
$22.1K
TRCT
61
Tower Research Capital (TRC)
New York
$20.2K +$5.44K +360 +39%
FFA
62
Farther Finance Advisors
California
$12.7K +$12.1K +801 New
AIP
63
Ameritas Investment Partners
Nebraska
$11.8K
Legal & General Group
64
Legal & General Group
United Kingdom
$11.1K -$1.98K -131 -16%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$10.9K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$7.34K +$574 +38 +9%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$6.25K +$3.65K +242 +159%
AB
68
Amalgamated Bank
New York
$5K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.9K +192 +156%
SCM
70
Sterling Capital Management
North Carolina
$4.27K +$1.59K +105 +64%
Simplex Trading
71
Simplex Trading
Illinois
$4K +$4.53K +300 New
SWM
72
Spire Wealth Management
Virginia
$3.25K +$45 +3 +1%
PSB
73
Piscataqua Savings Bank
New Hampshire
$1.98K
Jones Financial Companies
74
Jones Financial Companies
Missouri
$805 +$755 +50 New
GI
75
GAMMA Investing
California
$714 +$136 +9 +25%

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.