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Affiliated Managers Group
AMG

Overview Fund Activity

392 hedge funds and large institutions have $4.59B invested in Affiliated Managers Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 167 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-13
Holders Change %
-3.21%
% of All Funds
5.32%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
39
Increased
113
Reduced
167
Closed
49
Calls
$6.13M
Puts
$975K
Net Calls
+$5.16M
Net Calls Change
+$6.95M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$161M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$8.97M
3
LSV Asset Management
LSV Asset Management
Illinois
+$7.41M
4
Northern Trust
Northern Trust
Illinois
+$6M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.56M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$37.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$36.5M
3
Invesco
Invesco
Georgia
-$22.4M
4
LCP
LGT Capital Partners
Switzerland
-$12.9M
5
CCM
Channing Capital Management
Illinois
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Procyon Advisors
Connecticut
$311K +$5.21K +31 +2%
ASN
252
Advisory Services Network
Georgia
$307K -$417K -2,485 -58%
HW
253
Hancock Whitney
Mississippi
$306K -$18.3K -109 -6%
GT
254
Greenleaf Trust
Michigan
$303K -$336 -2 -0.1%
B
255
Bailard
California
$302K +$302K +1,800 New
CC
256
Callan Capital
California
$295K +$3.53K +21 +1%
Osaic Holdings
257
Osaic Holdings
Arizona
$289K +$115K +687 +67%
SG Americas Securities
258
SG Americas Securities
New York
$282K -$4.69M -27,881 -94%
RWM
259
Ritholtz Wealth Management
New York
$278K -$37.8K -225 -12%
URS
260
Utah Retirement Systems
Utah
$269K – – –
HCMT
261
Highland Capital Management (Tennessee)
Tennessee
$269K +$269K +1,600 New
DWT
262
Dorsey & Whitney Trust
South Dakota
$265K -$11.8K -70 -4%
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$263K – – –
IP
264
Investment Partners
Ohio
$256K -$10.1K -60 -4%
HSBC Holdings
265
HSBC Holdings
United Kingdom
$255K -$359K -2,137 -58%
CWM
266
Congress Wealth Management
Massachusetts
$242K +$22.4K +133 +10%
SAM
267
Shell Asset Management
Netherlands
$242K -$10.4K -62 -4%
ECM
268
Evergreen Capital Management
Washington
$240K -$14.8K -88 -6%
CCA
269
Cadent Capital Advisors
Oklahoma
$237K – – –
CTC
270
Cetera Trust Company
Minnesota
$237K – – –
FFM
271
Forum Financial Management
Illinois
$232K +$232K +1,382 New
OTPPB
272
Ontario Teachers' Pension Plan Board
Ontario, Canada
$227K -$183K -1,089 -45%
TWM
273
Tolleson Wealth Management
Texas
$222K -$12.4K -74 -5%
Bessemer Group
274
Bessemer Group
New Jersey
$221K +$32.2K +191 +17%
AFG
275
Allegheny Financial Group
Pennsylvania
$220K -$10.6K -63 -5%
9 10
11
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