New Positions
1 managers initiated
Top five by reported value
AGM Group Holdings Inc NASDAQ NMS - GLOBAL MARKET:AGMH
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
1 new1 added2 reduced2 exited
Total Institutional Holders
4
as of 2025-12-31
Top Holder
UBS Group AG
$384
Largest QoQ Increase
UBS Group AG
+191 sh
Largest QoQ Decrease
MORGAN STANLEY
-5,400 sh
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 100 | +100 | $197 | +$197 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 195 | +191 | $384 | +$351 | 4775.0% |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2 | 0 | $4 | -$13 | 0.0% |
| SBI Securities Co., Ltd. | 2 | 0 | $4 | -$13 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 0 | -5,400 | $0 | -$44.9K | — |
| CITIGROUP INC | 0 | -3,976 | $0 | -$33.1K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| UBS Group AG | 195 | $384 | +191 | 4775.0% |
| JONES FINANCIAL COMPANIES LLLP | 100 | $197 | +100 | — |
| SBI Securities Co., Ltd. | 2 | $4 | 0 | 0.0% |
| SRS Capital Advisors, Inc. | 2 | $4 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
2 managers exited
Top five by prior-quarter value
- MORGAN STANLEY$44.9K
- CITIGROUP INC$33.1K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for AGMH against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.