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Affiliated Managers Group

396 hedge funds and large institutions have $4.65B invested in Affiliated Managers Group in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $975K

0.86% more ownership

Funds ownership: 93.76%94.63% (+0.86%)

3% less funds holding

Funds holding: 408396 (-12)

11% less capital invested

Capital invested by funds: $5.21B → $4.65B (-$556M)

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 170

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
396
Holders Change
-12
Holders Change %
-2.94%
% of All Funds
5.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
38
Increased
114
Reduced
170
Closed
48
Calls
$6.13M
Puts
$975K
Net Calls
+$5.16M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$465K +$53.9K +309 +13%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$457K
GF
228
Gabelli Funds
New York
$448K -$22.7K -130 -5%
EWA
229
EP Wealth Advisors
California
$440K +$149K +852 +48%
GI
230
GAMCO Investors
Connecticut
$439K +$2.44K +14 +0.5%
RC
231
RBF Capital
California
$437K
Asset Management One
232
Asset Management One
Japan
$435K
AI
233
Atria Investments
North Carolina
$424K -$42.9K -246 -9%
HA
234
Harbor Advisors
Florida
$420K
CIS
235
Custom Index Systems
New York
$412K -$434K -2,491 -50%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$408K -$217K -1,247 -34%
JFG
237
Jefferies Financial Group
New York
$405K +$420K +2,411 New
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$402K +$697 +4 +0.2%
CCM
239
Coldstream Capital Management
Washington
$397K -$17.3K -99 -4%
OAM
240
OP Asset Management
$394K +$409K +2,346 New
HighTower Advisors
241
HighTower Advisors
Illinois
$385K -$57.2K -328 -13%
Truist Financial
242
Truist Financial
North Carolina
$381K -$74.8K -429 -16%
VI
243
Vestcor Inc
New Brunswick, Canada
$377K
SAM
244
Securian Asset Management
Minnesota
$373K
SDIC
245
South Dakota Investment Council
South Dakota
$368K
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$363K -$577K -3,308 -60%
GT
247
Glenmede Trust
Pennsylvania
$358K -$4.01K -23 -1%
HKAM
248
Horizon Kinetics Asset Management
New York
$350K +$54.2K +311 +18%
UCFA
249
United Capital Financial Advisors
Texas
$342K -$9.24K -53 -3%
CIP
250
Cornerstone Investment Partners
Georgia
$338K -$192K -1,102 -35%

AMG Hedge Fund Activity: Q1 2025 in Review

396 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2025, worth a combined $4.65B — down 11% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMG and 38 opened new positions — a net loss of 10 holders — while 170 trimmed existing stakes and 114 added.

The largest buyer was Millennium Management, adding an estimated $167M. The largest seller was Southeastern Asset Management, cutting an estimated $38.8M.

  • 396 institutional investors held Affiliated Managers Group (AMG) as of Q1 2025, down from 408 in Q4 2024.
  • Funds reported $4.65B of Affiliated Managers Group stock for Q1 2025, down 11% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q1 2025 and 48 closed out, a net change of -10 holders.
  • The largest Affiliated Managers Group buyer in Q1 2025 was Millennium Management, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q1 2025 was Southeastern Asset Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2025.