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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
Marshall Wace
251
Marshall Wace
United Kingdom
$828K +$470K +1,818 +173%
PCM
252
Polymer Capital Management
New York
$810K +$373K +1,442 +105%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$805K +$31.8K +123 +5%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$767K
SC
255
Sepio Capital
Utah
$763K -$12.4K -48 -2%
RC
256
RBF Capital
California
$750K
ASN
257
Advisory Services Network
Georgia
$749K -$323K -1,250 -32%
LWAM
258
Legacy Wealth Asset Management
Minnesota
$746K -$97.7K -378 -13%
X
259
Xponance
Pennsylvania
$745K -$146K -563 -18%
FCM
260
FJ Capital Management
Virginia
$737K
Lazard Asset Management
261
Lazard Asset Management
New York
$731K -$722K -2,793 -52%
HA
262
Harbor Advisors
Florida
$721K
Osaic Holdings
263
Osaic Holdings
Arizona
$709K -$147K -567 -19%
VA
264
Vident Advisory
Georgia
$697K -$64.6K -250 -9%
AC
265
AXQ Capital
New Jersey
$693K +$621K +2,404 New
CCM
266
Coldstream Capital Management
Washington
$692K +$11.9K +46 +2%
MM
267
MQS Management
New York
$659K -$231K -894 -28%
CIS
268
Custom Index Systems
New York
$647K -$353K -1,364 -38%
SC
269
Schubert & Co
Texas
$638K +$2.58K +10 +0.5%
SLAM
270
Swiss Life Asset Management
$637K +$223K +864 +64%
HKAM
271
Horizon Kinetics Asset Management
New York
$633K +$56.1K +217 +11%
CCA
272
Childress Capital Advisors
Texas
$589K +$289K +1,118 +121%
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
$589K -$706K -2,730 -57%
KCM
274
Kathmere Capital Management
Pennsylvania
$584K +$523K +2,025 New
SAM
275
Securian Asset Management
Minnesota
$582K -$25.8K -100 -5%