Amtd Idea GroupAMTD
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 13 institutions reported holding Amtd Idea Group (AMTD) in their 13F filings, up 3 from Q1 2025. 4 opened new positions and 1 sold out. The largest holders were Gotham Asset Management ($1.7M), Morgan Stanley ($209K) and Citadel Advisors ($41K). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $77K |
| Exits | 1 | $3K |
All 13F filers, Q1 2025 → Q2 2025: 99,930 shares bought and 42,322 shares sold, net +57,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Gotham Asset Management | 0.01% | Reduce -34.8% | 72,052 | $1.7M |
| Morgan Stanley | 0.00% | No change | 212,467 | $209K |
| Citadel Advisors | 0.00% | Add +62.3% | 41,918 | $41K |
| Allegiance Financial Group Advisory Services LLC | 0.01% | No change | 40,739 | $40K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 40,739 | $40K |
| Renaissance Technologies | 0.00% | Add +41.2% | 19,019 | $19K |
| UBS Group AG | 0.00% | New | 15,656 | $15K |
| Virtu Financial LLC | 0.00% | New | 10,875 | $11K |
| Susquehanna International Group, LLP | 0.00% | New | 11,020 | $11K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.7% | 3,745 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -19.5% | 2,753 | $3K |
| Rhumbline Advisers | 0.00% | No change | 398 | $391 |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 136 | $134 |
"% of holder's portfolio" is AMTD's weight in each manager's 13F, not the share of Amtd Idea Group the manager owns.