AMG icon

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 %
CFB
301
Cullen/Frost Bankers
Texas
$56.3K +$56.3K +335 New
TC
302
Truvestments Capital
Florida
$55.5K – – –
WT
303
Whittier Trust
California
$54.6K – – –
Nomura Asset Management
304
Nomura Asset Management
Japan
$53.8K – – –
SW
305
SVB Wealth
Massachusetts
$51.2K -$138K -823 -73%
PTC
306
Private Trust Company
Ohio
$50.6K +$13.9K +83 +38%
UB
307
UMB Bank
Missouri
$50.1K +$7.23K +43 +17%
WSFS
308
Wilmington Savings Fund Society
Delaware
$43K – – –
C
309
Covestor
United Kingdom
$41K -$27.3K -161 -40%
HNB
310
Huntington National Bank
Ohio
$39.7K -$2.69K -16 -6%
BAMF
311
BI Asset Management Fondsmaeglerselskab
Denmark
$36K +$36K +216 New
FHA
312
First Horizon Advisors
Tennessee
$32.6K – – –
VCM
313
Versant Capital Management
Arizona
$30.4K +$12.6K +75 +71%
SPIA
314
Steward Partners Investment Advisory
New York
$29.2K -$38.5K -229 -57%
MEG
315
Millstone Evans Group
Colorado
$28.2K +$17.1K +102 +155%
W
316
WealthCollab
Washington
$27.4K – – –
GAG
317
Goodman Advisory Group
Massachusetts
$27.1K +$27.1K +161 New
Jones Financial Companies
318
Jones Financial Companies
Missouri
$26.6K +$3.18K +19 +14%
EWA
319
EverSource Wealth Advisors
Alabama
$24.9K +$6.22K +37 +33%
AAP
320
Arax Advisory Partners
Colorado
$22K +$20.7K +123 +1,538%
TSMHT
321
Thurston Springer Miller Herd & Titak
Indiana
$21.3K +$8.06K +48 +61%
SAM
322
Smartleaf Asset Management
Massachusetts
$20.2K -$669 -4 -3%
IA
323
IFP Advisors
Florida
$19.2K +$3.19K +19 +20%
MTC
324
Matrix Trust Company
Colorado
$18K +$18K +109 New
AS
325
Altshuler Shaham
Israel
$17.3K -$6.05K -36 -26%
11 12
13
14 15