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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
UBS Group
51
UBS Group
Switzerland
$102K -$267K -16,356 -72%
Wells Fargo
52
Wells Fargo
California
$94.9K +$14.4K +883 +17%
Osaic Holdings
53
Osaic Holdings
Arizona
$80.9K -$2.09K -128 -3%
Mirae Asset Global ETFs Holdings
54
Mirae Asset Global ETFs Holdings
Hong Kong
$58.9K -$10.5K -642 -15%
PFSRSONJ
55
Police & Firemen's Retirement System of New Jersey
New Jersey
$33.8K
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$32K +$33.1K +2,032 New
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$29.6K
PWMG
58
Prestige Wealth Management Group
New Jersey
$28.4K
MAM
59
Meeder Asset Management
Ohio
$22K
Russell Investments Group
60
Russell Investments Group
United Kingdom
$19.4K +$13.7K +838 +213%
SA
61
Strategic Advocates
Utah
$16K +$16.6K +1,018 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$15K -$124K -7,632 -89%
TRCT
63
Tower Research Capital (TRC)
New York
$14.6K -$5.63K -345 -27%
AIP
64
Ameritas Investment Partners
Nebraska
$11.7K
Legal & General Group
65
Legal & General Group
United Kingdom
$11.1K
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$10.9K +$16 +1 +0.1%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.45K +$9.79K +600 New
SCM
68
Sterling Capital Management
North Carolina
$8.54K +$4.45K +273 +101%
HCA
69
Harbor Capital Advisors
Illinois
$8K +$7.91K +485 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$7.62K +$343 +21 +5%
AB
71
Amalgamated Bank
New York
$5K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$5K +$196 +12 +4%
WANY
73
Wealthspire Advisors (New York)
New York
$4.24K +$4.39K +269 New
FFA
74
Farther Finance Advisors
California
$3.28K -$9.67K -593 -74%
SWM
75
Spire Wealth Management
Virginia
$3.27K +$49 +3 +1%

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.