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Affiliated Managers Group

509 hedge funds and large institutions have $7.47B invested in Affiliated Managers Group in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

721% more call options, than puts

Call options by funds: $22M | Put options by funds: $2.68M

223% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 31

18% more capital invested

Capital invested by funds: $6.32B → $7.47B (+$1.15B)

13% more funds holding

Funds holding: 450509 (+59)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.02% less ownership

Funds ownership: 93.22%92.2% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
509
Holders Change
+59
Holders Change %
+13.11%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
100
Increased
144
Reduced
170
Closed
31
Calls
$22M
Puts
$2.68M
Net Calls
+$19.3M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$1.09M +$254K +984 +35%
Truist Financial
227
Truist Financial
North Carolina
$1.09M +$145K +561 +18%
EI
228
Ethic Inc
New York
$1.08M +$115K +444 +13%
N
229
Numerai
California
$1.08M +$966K +3,736 New
HF
230
HRT Financial
New York
$1.07M -$1.99M -7,693 -67%
LAM
231
LECAP Asset Management
United Kingdom
$1.06M +$952K +3,685 New
US Bancorp
232
US Bancorp
Minnesota
$1.04M +$11.6K +45 +1%
KCM
233
Kendall Capital Management
Maryland
$1.04M
VI
234
Vestcor Inc
New Brunswick, Canada
$1.03M +$175K +677 +23%
WF
235
Welch & Forbes
Massachusetts
$1.01M
RWM
236
Ritholtz Wealth Management
New York
$984K +$197K +762 +29%
EPW
237
Evolve Private Wealth
California
$980K +$878K +3,399 New
Pacer Advisors
238
Pacer Advisors
Pennsylvania
$971K -$109K -421 -11%
Federated Hermes
239
Federated Hermes
Pennsylvania
$963K -$84K -325 -9%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$955K +$34.9K +135 +4%
FFA
241
Farther Finance Advisors
California
$953K -$5.17K -20 -0.6%
QCG
242
Quadrant Capital Group
Ohio
$928K +$11.9K +46 +1%
CA
243
CSM Advisors
Pennsylvania
$919K +$124K +479 +18%
HighTower Advisors
244
HighTower Advisors
Illinois
$917K +$124K +481 +18%
Stifel Financial
245
Stifel Financial
Missouri
$905K +$99.5K +385 +14%
CAM
246
Cresset Asset Management
Illinois
$890K -$10.6K -41 -1%
EWA
247
EP Wealth Advisors
California
$862K +$773K +2,992 New
GF
248
Gabelli Funds
New York
$861K +$187K +723 +32%
RCM
249
Radnor Capital Management
Pennsylvania
$856K
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$854K -$9.3K -36 -1%