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Silvercrest Asset Management
SAMG

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: 89 → 82 (-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
–

Top Buyers

Rank Fund Capital Flow
1
SL
Sentinus LLC
Illinois
+$1.86M
2
Boston Partners
Boston Partners
Massachusetts
+$287K
3
Goldman Sachs
Goldman Sachs
New York
+$278K
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$248K
5
UBS Group
UBS Group
Switzerland
+$206K

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$1.42M
2
GC
Globeflex Capital
California
-$1M
3
Citigroup
Citigroup
New York
-$847K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$622K
5
RA
Royce & Associates
New York
-$495K
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
76
Essential Partners
California
$1.11K -$682 -47 -39%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$911 +$871 +60 New
EWA
78
EverSource Wealth Advisors
Alabama
$258 -$363 -25 -60%
UBS AM
79
UBS AM
Illinois
$228 +$218 +15 New
SS
80
SBI Securities
Japan
$213 -$29 -2 -13%
IA
81
IFP Advisors
Florida
$197 +$58 +4 +44%
GC
82
Globeflex Capital
California
– -$1M -63,521 Closed
B
83
Bailard
California
– -$267K -16,969 Closed
WANY
84
Wealthspire Advisors (New York)
New York
– -$4.24K -269 Closed
AAP
85
Arax Advisory Partners
Colorado
– -$2.99K -190 Closed
Simplex Trading
86
Simplex Trading
Illinois
– -$2K -179 Closed
GI
87
GAMMA Investing
California
– -$709 -45 Closed
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
– -$567 -36 Closed
Jones Financial Companies
89
Jones Financial Companies
Missouri
– -$394 -25 Closed
TWD
90
True Wealth Design
Ohio
– -$32 -2 Closed
AF
91
Allworth Financial
California
– -$16 -1 Closed
C
92
Covestor
United Kingdom
– +$29 +2 +9%
1 2 3
4

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.