AI FinancialAIFC
13F holders, Q1 2025 (March 31)25holders +8
9new positions
1sold out
1famous investor
$3.88avg. 13F price*
At the end of Q1 2025, 25 institutions reported holding AI Financial Corp. (AIFC) in their 13F filings, up 8 from Q4 2024. 9 opened new positions and 1 sold out. The largest holders were Vanguard Group Inc. ($2.1M), Geode Capital Management, LLC ($593K) and Renaissance Technologies ($358K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- AI Financial Corp.
- Filed as
- ALT5 SIGMA CORP (Q1 2025)
- CUSIP
- 47089W104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $717K |
| Exits | 1 | $90K |
All 13F filers, Q4 2024 → Q1 2025: 463,541 shares bought and 21,435 shares sold, net +442,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Vanguard Group Inc. | 0.00% | Add +12.8% | 553,729 | $2.1M |
| Geode Capital Management, LLC | 0.00% | Add +13.7% | 152,656 | $593K |
| Renaissance Technologies | 0.00% | Add +320.9% | 92,167 | $358K |
| Marshall Wace, LLP | 0.00% | New | 83,938 | $326K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +107.5% | 67,550 | $262K |
| Morgan Stanley | 0.00% | Add +134.6% | 63,811 | $248K |
| Susquehanna International Group, LLP | 0.00% | New | 59,102 | $229K |
| State Street Corp. | 0.00% | Add +91.3% | 47,780 | $185K |
| Northern Trust Corp. | 0.00% | No change | 35,516 | $138K |
| Scotia Capital Inc. | 0.00% | Add +243.0% | 34,300 | $133K |
| National Bank of Canada | 0.00% | Reduce -0.1% | 31,977 | $124K |
| BlackRock, Inc. | 0.00% | Reduce -7.2% | 25,914 | $101K |
| Belvedere Trading LLC | 0.01% | New | 19,108 | $74K |
| Simplex Trading, LLC | 0.00% | New | 18,611 | $72K |
| Bridgeway Capital Management, LLC | 0.00% | Add +4.4% | 17,678 | $69K |
| Empowered Funds, LLC | 0.00% | Add +4.4% | 17,678 | $69K |
| Bank of Montreal | 0.00% | Add +39.8% | 17,656 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,262 | $23K |
| Group One Trading LLC | 0.00% | New | 3,000 | $12K |
| UBS Group AG | 0.00% | Add +141.3% | 2,888 | $11K |
| FMR LLC | 0.00% | New | 750 | $3K |
| Osaic Holdings, Inc. | 0.00% | New | 300 | $1K |
| Bank of America Corp. | 0.00% | Add +4.3% | 120 | $466 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 99 | $384 |
| Royal Bank of Canada | 0.00% | New | 47 | $0 |
"% of holder's portfolio" is AIFC's weight in each manager's 13F, not the share of AI Financial Corp. the manager owns.