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Affiliated Managers Group

396 hedge funds and large institutions have $4.65B invested in Affiliated Managers Group in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $975K

0.86% more ownership

Funds ownership: 93.76%94.63% (+0.86%)

3% less funds holding

Funds holding: 408396 (-12)

11% less capital invested

Capital invested by funds: $5.21B → $4.65B (-$556M)

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 170

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
396
Holders Change
-12
Holders Change %
-2.94%
% of All Funds
5.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
38
Increased
114
Reduced
170
Closed
48
Calls
$6.13M
Puts
$975K
Net Calls
+$5.16M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
301
Smithfield Trust
Pennsylvania
$68K
BIG
302
Brooklyn Investment Group
New York
$63.3K +$17.8K +102 +37%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$60.8K +$8.72K +50 +16%
RF
304
Rossby Financial
Florida
$56.4K +$60.5K +347 New
CFB
305
Cullen/Frost Bankers
Texas
$56.3K +$58.4K +335 New
TC
306
Truvestments Capital
Florida
$55.5K
WT
307
Whittier Trust
California
$54.6K
Nomura Asset Management
308
Nomura Asset Management
Japan
$53.8K
SW
309
SVB Wealth
Massachusetts
$51.2K -$143K -823 -73%
PTC
310
Private Trust Company
Ohio
$50.6K +$14.5K +83 +38%
UB
311
UMB Bank
Missouri
$50.1K +$7.5K +43 +17%
WSFS
312
Wilmington Savings Fund Society
Delaware
$43K
C
313
Covestor
United Kingdom
$41K -$28.1K -161 -40%
HNB
314
Huntington National Bank
Ohio
$39.7K -$2.79K -16 -6%
BAMF
315
BI Asset Management Fondsmaeglerselskab
Denmark
$36K +$37.7K +216 New
FHA
316
First Horizon Advisors
Tennessee
$32.6K
VCM
317
Versant Capital Management
Arizona
$30.4K +$13.1K +75 +71%
SPIA
318
Steward Partners Investment Advisory
New York
$29.2K -$39.9K -229 -57%
MEG
319
Millstone Evans Group
Colorado
$28.2K +$17.8K +102 +155%
W
320
WealthCollab
Washington
$27.4K
GAG
321
Goodman Advisory Group
Massachusetts
$27.1K +$28.1K +161 New
Jones Financial Companies
322
Jones Financial Companies
Missouri
$26.6K +$3.31K +19 +14%
EWA
323
EverSource Wealth Advisors
Alabama
$24.9K +$6.45K +37 +33%
AAP
324
Arax Advisory Partners
Colorado
$22K +$21.4K +123 +1,538%
TSMHT
325
Thurston Springer Miller Herd & Titak
Indiana
$21.3K +$8.37K +48 +61%

AMG Hedge Fund Activity: Q1 2025 in Review

396 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2025, worth a combined $4.65B — down 11% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMG and 38 opened new positions — a net loss of 10 holders — while 170 trimmed existing stakes and 114 added.

The largest buyer was Millennium Management, adding an estimated $167M. The largest seller was Southeastern Asset Management, cutting an estimated $38.8M.

  • 396 institutional investors held Affiliated Managers Group (AMG) as of Q1 2025, down from 408 in Q4 2024.
  • Funds reported $4.65B of Affiliated Managers Group stock for Q1 2025, down 11% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q1 2025 and 48 closed out, a net change of -10 holders.
  • The largest Affiliated Managers Group buyer in Q1 2025 was Millennium Management, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q1 2025 was Southeastern Asset Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2025.