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Affiliated Managers Group
AMG

Overview Fund Activity

426 hedge funds and large institutions have $5.27B invested in Affiliated Managers Group in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 109 increasing their positions, 174 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+34
Holders Change %
+8.67%
% of All Funds
5.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
84
Increased
109
Reduced
174
Closed
44
Calls
$6.45M
Puts
$2.16M
Net Calls
+$4.29M
Net Calls Change
-$865K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$59.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$59.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$56.1M
4
Holocene Advisors
Holocene Advisors
New York
+$19.9M
5
UBS Group
UBS Group
Switzerland
+$11.2M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$93.1M
2
Morgan Stanley
Morgan Stanley
New York
-$54.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$35.9M
4
CCP
Clarkston Capital Partners
Michigan
-$29.5M
5
LCP
LGT Capital Partners
Switzerland
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
276
Impact Partnership Wealth
Georgia
$290K +$290K +1,475 New
MF
277
Magnetar Financial
Illinois
$285K +$285K +1,448 New
HSBC Holdings
278
HSBC Holdings
United Kingdom
$283K -$15.7K -80 -5%
DWT
279
Dorsey & Whitney Trust
South Dakota
$279K -$30.9K -157 -10%
FFM
280
Forum Financial Management
Illinois
$272K +$394 +2 +0.1%
QCM
281
QRG Capital Management
Illinois
$269K +$269K +1,366 New
RWM
282
Ritholtz Wealth Management
New York
$263K -$62.4K -317 -19%
TWM
283
Tolleson Wealth Management
Texas
$260K – – –
Bessemer Group
284
Bessemer Group
New Jersey
$259K +$1.38K +7 +0.5%
PTC
285
Petrus Trust Company
Texas
$259K +$259K +1,315 New
CL
286
Choreo LLC
Illinois
$250K +$250K +1,273 New
ProShare Advisors
287
ProShare Advisors
Maryland
$248K +$2.56K +13 +1%
GI
288
GAMMA Investing
California
$246K +$98.8K +502 +67%
SSWM
289
Sheets Smith Wealth Management
North Carolina
$241K – – –
QC
290
Quent Capital
New York
$239K – – –
SFI
291
Susquehanna Fundamental Investments
Pennsylvania
$236K -$1.3M -6,625 -85%
SAM
292
Shell Asset Management
Netherlands
$236K -$48.5K -246 -17%
UCFA
293
United Capital Financial Advisors
Texas
$234K -$166K -846 -42%
CCA
294
Cadent Capital Advisors
Oklahoma
$233K -$44.5K -226 -16%
Lido Advisors
295
Lido Advisors
California
$232K +$232K +1,180 New
ACGA
296
Atlanta Consulting Group Advisors
Georgia
$226K +$226K +1,150 New
DekaBank Deutsche Girozentrale
297
DekaBank Deutsche Girozentrale
Germany
$225K – – –
MCM
298
MAI Capital Management
Ohio
$219K -$8.66K -44 -4%
Walleye Trading
299
Walleye Trading
New York
$218K +$218K +1,110 New
BONH
300
Bank of New Hampshire
New Hampshire
$217K – – –
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