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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
BlackRock
1
BlackRock
New York
$14.7M -$131K -9,010 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.52M -$622K -42,836 -8%
RA
3
Royce & Associates
New York
$5.33M -$495K -34,078 -9%
Boston Partners
4
Boston Partners
Massachusetts
$3.53M +$287K +19,753 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.13M -$101K -6,969 -3%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$3.13M -$90.6K -6,244 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.93M -$195K -13,410 -7%
State Street
8
State Street
Massachusetts
$2.9M -$30.4K -2,091 -1%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$2.87M +$248K +17,051 +10%
GF
10
Gabelli Funds
New York
$2.81M
Renaissance Technologies
11
Renaissance Technologies
New York
$2.39M -$321K -22,085 -12%
PCM
12
Perritt Capital Management
Illinois
$1.95M
SL
13
Sentinus LLC
Illinois
$1.95M +$1.86M +128,398 New
Goldman Sachs
14
Goldman Sachs
New York
$1.5M +$278K +19,186 +24%
Morgan Stanley
15
Morgan Stanley
New York
$1.39M -$354K -24,359 -21%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$1.05M +$38.2K +2,629 +4%
AA
17
Ancora Advisors
Ohio
$870K -$1.42M -97,988 -63%
TA
18
Teton Advisors
New York
$820K -$14.5K -1,000 -2%
Northern Trust
19
Northern Trust
Illinois
$756K -$190K -13,110 -21%
Barclays
20
Barclays
United Kingdom
$697K -$37.5K -2,584 -5%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$623K -$14.4K -989 -2%
Marshall Wace
22
Marshall Wace
United Kingdom
$621K +$92.4K +6,366 +18%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$609K -$412K -28,400 -41%
AP
24
Appleton Partners
Massachusetts
$481K
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$455K +$34.3K +2,360 +9%

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.