Amtd Idea GroupAMTD
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 10 institutions reported holding Amtd Idea Group (AMTD) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Gotham Asset Management ($2.0M), Morgan Stanley ($229K) and Allegiance Financial Group Advisory Services LLC ($44K). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Amtd Idea Group
- CUSIP
- 00180G304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $28K |
| Exits | 2 | $43 |
All 13F filers, Q4 2024 → Q1 2025: 93,550 shares bought and 369 shares sold, net +93,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Gotham Asset Management | 0.02% | Add +140.4% | 110,577 | $2.0M |
| Morgan Stanley | 0.00% | No change | 212,467 | $229K |
| Allegiance Financial Group Advisory Services LLC | 0.01% | No change | 40,739 | $44K |
| Citadel Advisors | 0.00% | New | 25,831 | $28K |
| Renaissance Technologies | 0.00% | Add +27.4% | 13,466 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.0% | 4,443 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.0% | 3,418 | $4K |
| FMR LLC | 0.00% | No change | 2,425 | $3K |
| Rhumbline Advisers | 0.00% | No change | 398 | $429 |
| Bank of America Corp. | 0.00% | New | 145 | $157 |
"% of holder's portfolio" is AMTD's weight in each manager's 13F, not the share of Amtd Idea Group the manager owns.