Ancora Advisors LLC
•CIK: 1446114•Filing: Q4 2025
Ancora Advisors LLC, with $4.9 billion in assets under management, is known for its concentrated, high-conviction investment strategy, currently holding 2,431 positions. Recently, the fund has made notable moves by adding CRM with a 1,040% increase and ROYAL OA with an 884% increase, while exiting positions in FWRD and KEL, reflecting its dynamic approach to capitalizing on growth opportunities.
Total AUM
$4.8B
+ $10.0M in options
QoQ Performance
-2.9%
Positions
2,397
+ 15 options
Top 10 Concentration
31.7%
Latest Filing
Q4 2025
Top Holdings Allocation
LKQ5.0%
AVGO3.1%
AAPL3.1%
COLD3.1%
VOO2.6%
RBA2.4%
MSFT2.4%
ITOT2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.4%
Technology15.1%
ETF4.8%
Consumer4.5%
Financial4.3%
Healthcare3.8%
Energy2.1%
Materials1.7%
🚪 Exited Positionssold since Q3 2025
+1762 more exited positions
Changes from Q3 2025
NEW4 new positions
↑130 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022