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Affiliated Managers Group

543 hedge funds and large institutions have $6.87B invested in Affiliated Managers Group in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 137 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

58% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 137

7% more funds holding

Funds holding: 509543 (+34)

0.86% more ownership

Funds ownership: 92.2%93.06% (+0.86%)

8% less capital invested

Capital invested by funds: $7.47B → $6.87B (-$596M)

26% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $14.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
543
Holders Change
+34
Holders Change %
+6.68%
% of All Funds
6.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
90
Increased
216
Reduced
137
Closed
46
Calls
$10.5M
Puts
$14.2M
Net Calls
-$3.71M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
251
Guggenheim Capital
Illinois
$1.02M +$779K +2,586 +235%
EPW
252
Evolve Private Wealth
California
$1.01M +$79.6K +264 +8%
US Bancorp
253
US Bancorp
Minnesota
$1.01M +$16.6K +55 +2%
VI
254
Vestcor Inc
New Brunswick, Canada
$985K
WF
255
Welch & Forbes
Massachusetts
$968K
CA
256
CSM Advisors
Pennsylvania
$950K +$75K +249 +8%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$946K +$189K +628 +22%
JFG
258
Jefferies Financial Group
New York
$941K +$1.02M +3,400 New
QCG
259
Quadrant Capital Group
Ohio
$933K +$45.8K +152 +5%
X
260
Xponance
Pennsylvania
$931K +$235K +780 +30%
NYLIM
261
New York Life Investment Management
New York
$930K +$1.01M +3,360 New
FFA
262
Farther Finance Advisors
California
$923K +$19.9K +66 +2%
DB
263
Danske Bank
Denmark
$906K -$545K -1,809 -36%
BNP Paribas Financial Markets
264
BNP Paribas Financial Markets
France
$900K -$160K -531 -14%
CAM
265
Cresset Asset Management
Illinois
$897K +$46.7K +155 +5%
ASN
266
Advisory Services Network
Georgia
$892K +$188K +624 +24%
Cerity Partners
267
Cerity Partners
New York
$890K -$169K -561 -15%
Federated Hermes
268
Federated Hermes
Pennsylvania
$884K -$44K -146 -4%
Stifel Financial
269
Stifel Financial
Missouri
$868K -$904 -3 -0.1%
KIM
270
Kestra Investment Management
Texas
$851K -$742K -2,464 -44%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$843K +$24.7K +82 +3%
Amundi
272
Amundi
France
$829K -$2.21M -7,338 -71%
RCM
273
Radnor Capital Management
Pennsylvania
$822K
Lazard Asset Management
274
Lazard Asset Management
New York
$789K +$96.1K +319 +13%
TI
275
Tidal Investments
Wisconsin
$765K +$833K +2,766 New