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Silvercrest Asset Management
SAMG

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: 82 → 94 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$3.64M
2
NSIM
North Star Investment Management
Illinois
+$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
+$450K
4
Goldman Sachs
Goldman Sachs
New York
+$305K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$212K

Top Sellers

Rank Fund Capital Flow
1
SL
Sentinus LLC
Illinois
-$1.63M
2
AA
Ancora Advisors
Ohio
-$809K
3
Marshall Wace
Marshall Wace
United Kingdom
-$621K
4
GF
Gabelli Funds
New York
-$485K
5
Jane Street
Jane Street
New York
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$3K +$356 +24 +12%
SWM
77
Spire Wealth Management
Virginia
$2.83K – – –
Fidelity Investments
78
Fidelity Investments
Massachusetts
$2.48K -$9.23K -622 -77%
PSB
79
Piscataqua Savings Bank
New Hampshire
$1.68K – – –
Optiver Holding
80
Optiver Holding
Netherlands
$1.37K -$712 -48 -32%
EP
81
Essential Partners
California
$685 -$326 -22 -30%
SA
82
Scarborough Advisors
Maryland
$599 +$668 +45 New
EWA
83
EverSource Wealth Advisors
Alabama
$592 +$401 +27 +159%
SS
84
SBI Securities
Japan
$403 +$237 +16 +114%
AF
85
Allworth Financial
California
$336 +$371 +25 New
AAP
86
Arax Advisory Partners
Colorado
$188 +$148 +10 New
IA
87
IFP Advisors
Florida
$148 -$30 -2 -15%
MCM
88
MAI Capital Management
Ohio
$95 +$104 +7 New
RIL
89
Rothschild Investment LLC
Illinois
$81 +$89 +6 New
BWA
90
Basecamp Wealth Advisors
Washington
$67 +$74 +5 New
RFP
91
Root Financial Partners
California
$40 +$45 +3 New
TWD
92
True Wealth Design
Ohio
$27 +$30 +2 New
WPA
93
Wealth Preservation Advisors
Tennessee
$27 +$30 +2 New
Marshall Wace
94
Marshall Wace
United Kingdom
– -$621K -40,852 Closed
Two Sigma Advisers
95
Two Sigma Advisers
New York
– -$609K -40,100 Closed
Jane Street
96
Jane Street
New York
– -$327K -21,559 Closed
TI
97
Trexquant Investment
Connecticut
– -$177K -11,643 Closed
Millennium Management
98
Millennium Management
New York
– -$152K -10,016 Closed
SA
99
Strategic Advocates
Utah
– -$15.8K -1,033 Closed
AB
100
Amalgamated Bank
New York
– -$3K -217 Closed
1 2 3
4
5

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.