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Silvercrest Asset Management

80 hedge funds and large institutions have $84.9M invested in Silvercrest Asset Management in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 7780 (+3)

5.74% less ownership

Funds ownership: 63.5%57.77% (-5.7%)

14% less capital invested

Capital invested by funds: $99.2M → $84.9M (-$14.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $44K

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
33
Reduced
21
Closed
10
Calls
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.7M +$2.43M +160,581 +19%
RA
2
Royce & Associates
New York
$9.01M -$75.5K -5,000 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.66M -$85.6K -5,666 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.46M +$134K +8,886 +4%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$3.44M -$48.9K -3,237 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.38M -$216K -14,275 -6%
Boston Partners
7
Boston Partners
Massachusetts
$3.19M -$35.6K -2,359 -1%
State Street
8
State Street
Massachusetts
$3.04M +$373K +24,692 +15%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.97M +$449K +29,700 +19%
GF
10
Gabelli Funds
New York
$2.93M +$2.41M +159,555 +630%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$2.73M +$678K +44,907 +35%
AA
12
Ancora Advisors
Ohio
$2.51M -$21.1K -1,396 -0.9%
PCM
13
Perritt Capital Management
Illinois
$2.21M -$211K -13,962 -9%
Morgan Stanley
14
Morgan Stanley
New York
$1.9M +$580K +38,388 +47%
Goldman Sachs
15
Goldman Sachs
New York
$1.49M +$675K +44,675 +91%
Northern Trust
16
Northern Trust
Illinois
$1.07M -$104K -6,855 -9%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$1.05M +$648K +42,898 +192%
Marshall Wace
18
Marshall Wace
United Kingdom
$1.01M +$966K +63,961 New
Two Sigma Investments
19
Two Sigma Investments
New York
$1.01M +$429K +28,419 +80%
GC
20
Globeflex Capital
California
$1.01M
Citigroup
21
Citigroup
New York
$989K -$263K -17,416 -22%
TA
22
Teton Advisors
New York
$879K -$16.6K -1,100 -2%
Barclays
23
Barclays
United Kingdom
$849K +$387K +25,654 +92%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$817K +$122K +8,100 +19%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$591K +$236K +15,638 +72%

SAMG Hedge Fund Activity: Q2 2025 in Review

80 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2025, worth a combined $84.9M — down 14% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SAMG positions and 10 closed out — a net gain of 4 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $2.43M. The largest seller was Long Path Partners, exiting entirely with an estimated $14.9M sold.

  • 80 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2025, up from 77 in Q1 2025.
  • Funds reported $84.9M of Silvercrest Asset Management stock for Q2 2025, down 14% quarter-over-quarter.
  • 14 funds opened new Silvercrest Asset Management positions in Q2 2025 and 10 closed out, a net change of +4 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2025 was BlackRock, an estimated $2.43M added.
  • The largest Silvercrest Asset Management seller in Q2 2025 was Long Path Partners, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2025.