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Silvercrest Asset Management

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: 8294 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
51
Acadian Asset Management
Massachusetts
$53K -$71K -4,786 -54%
Osaic Holdings
52
Osaic Holdings
Arizona
$48.9K -$490 -33 -0.9%
VGA
53
Vanguard Global Advisers
Pennsylvania
$45.9K +$50.7K +3,414 New
Mirae Asset Global ETFs Holdings
54
Mirae Asset Global ETFs Holdings
Hong Kong
$45.5K +$1.01K +68 +2%
AA
55
Ancora Advisors
Ohio
$37K -$809K -54,505 -95%
TRCT
56
Tower Research Capital (TRC)
New York
$34.1K +$28.7K +1,936 +324%
Wells Fargo
57
Wells Fargo
California
$33.7K -$77.4K -5,219 -68%
PFSRSONJ
58
Police & Firemen's Retirement System of New Jersey
New Jersey
$28.9K
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$25.3K
PWMG
60
Prestige Wealth Management Group
New Jersey
$24.2K
MAM
61
Meeder Asset Management
Ohio
$18.8K
Russell Investments Group
62
Russell Investments Group
United Kingdom
$17.8K -$10.5K -709 -35%
UBS Group
63
UBS Group
Switzerland
$14.7K -$290K -19,576 -95%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$12.7K +$9.56K +644 +214%
Citigroup
65
Citigroup
New York
$10.6K -$22.3K -1,503 -66%
AIP
66
Ameritas Investment Partners
Nebraska
$10K
Legal & General Group
67
Legal & General Group
United Kingdom
$9.44K
FFA
68
Farther Finance Advisors
California
$8.44K +$7.69K +518 +458%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.06K
HCA
70
Harbor Capital Advisors
Illinois
$7K +$356 +24 +5%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$5.01K -$742 -50 -12%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$4.06K +$3.59K +242 +403%
Simplex Trading
73
Simplex Trading
Illinois
$3.83K +$4.23K +285 New
UBS AM
74
UBS AM
Illinois
$3.82K +$3.99K +269 +1,793%
SCM
75
Sterling Capital Management
North Carolina
$3.06K -$2.51K -169 -43%

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.