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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
BlackRock
1
BlackRock
New York
$12.7M -$291K -19,639 -2%
RA
2
Royce & Associates
New York
$4.72M
VCM
3
Vanguard Capital Management
Pennsylvania
$4.25M +$4.69M +316,089 New
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.29M +$3.64M +245,031 New
Boston Partners
5
Boston Partners
Massachusetts
$3.26M +$157K +10,612 +5%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$2.78M +$12K +809 +0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.74M -$35K -2,357 -1%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$2.55M +$14.5K +979 +0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.39M -$218K -14,718 -8%
State Street
10
State Street
Massachusetts
$2.28M -$313K -21,079 -11%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.17M +$69.7K +4,700 +3%
GF
12
Gabelli Funds
New York
$2.05M -$485K -32,699 -18%
Goldman Sachs
13
Goldman Sachs
New York
$1.61M +$305K +20,559 +21%
NSIM
14
North Star Investment Management
Illinois
$1.48M +$1.63M +110,000 New
Morgan Stanley
15
Morgan Stanley
New York
$1.13M -$110K -7,439 -8%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$857K -$53.3K -3,593 -5%
TA
17
Teton Advisors
New York
$719K -$7.42K -500 -0.9%
Northern Trust
18
Northern Trust
Illinois
$704K +$39K +2,625 +5%
VFT
19
Vanguard Fiduciary Trust
Pennsylvania
$675K +$745K +50,190 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$531K -$22K -1,483 -4%
VPM
21
Vanguard Portfolio Management
Pennsylvania
$518K +$571K +38,510 New
Barclays
22
Barclays
United Kingdom
$477K -$155K -10,416 -23%
AP
23
Appleton Partners
Massachusetts
$425K
Two Sigma Investments
24
Two Sigma Investments
New York
$418K +$22.6K +1,520 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$407K +$450K +30,308 New

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.