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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
Deutsche Bank
51
Deutsche Bank
Germany
$98.6K
Osaic Holdings
52
Osaic Holdings
Arizona
$55.8K -$18.3K -1,259 -26%
Mirae Asset Global ETFs Holdings
53
Mirae Asset Global ETFs Holdings
Hong Kong
$50.3K -$6.17K -425 -11%
Citigroup
54
Citigroup
New York
$34.8K -$847K -58,350 -96%
PFSRSONJ
55
Police & Firemen's Retirement System of New Jersey
New Jersey
$32.6K
Russell Investments Group
56
Russell Investments Group
United Kingdom
$30.8K +$11.6K +798 +65%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$28.6K
PWMG
58
Prestige Wealth Management Group
New Jersey
$27.3K
MAM
59
Meeder Asset Management
Ohio
$21.2K
SA
60
Strategic Advocates
Utah
$15.8K +$218 +15 +1%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$12.3K +$4.69K +323 +67%
AIP
62
Ameritas Investment Partners
Nebraska
$11.3K
Legal & General Group
63
Legal & General Group
United Kingdom
$10.7K
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.11K
TRCT
65
Tower Research Capital (TRC)
New York
$9.08K -$4.78K -329 -35%
HCA
66
Harbor Capital Advisors
Illinois
$7K -$116 -8 -2%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$6.42K -$3.88K -267 -39%
SCM
68
Sterling Capital Management
North Carolina
$6.03K -$2.1K -145 -27%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$5K -$377 -26 -8%
SWM
70
Spire Wealth Management
Virginia
$3.2K +$44 +3 +1%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$3K -$11.1K -764 -80%
AB
72
Amalgamated Bank
New York
$3K -$1.84K -127 -37%
Optiver Holding
73
Optiver Holding
Netherlands
$2.28K
PSB
74
Piscataqua Savings Bank
New Hampshire
$1.9K
FFA
75
Farther Finance Advisors
California
$1.72K -$1.38K -95 -46%

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.