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Affiliated Managers Group

443 hedge funds and large institutions have $6.3B invested in Affiliated Managers Group in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 163 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 431443 (+12)

1.44% less ownership

Funds ownership: 94.37%92.93% (-1.4%)

15% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 163

Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08M
Puts
$3.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
301
Marshall Wace
United Kingdom
$251K
AC
302
AlphaCore Capital
California
$250K
ECM
303
Evergreen Capital Management
Washington
$248K
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$244K
WA
305
Waverly Advisors
Alabama
$242K
SCM
306
Shelton Capital Management
Colorado
$240K
BFG
307
Birch Financial Group
New Hampshire
$238K
SC
308
Syon Capital
California
$236K
PA
309
Parallel Advisors
California
$236K
CPC
310
Cookson Peirce & Co
Pennsylvania
$234K
AI
311
Atria Investments
North Carolina
$233K
CPIG
312
Chicago Partners Investment Group
Illinois
$232K
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$231K
CFG
314
Cooper Financial Group
California
$227K
TCA
315
Transcend Capital Advisors
New Jersey
$226K
KFSC
316
Keystone Financial Services (Colorado)
Colorado
$225K
CCA
317
Childress Capital Advisors
Texas
$221K
AGP
318
Autumn Glory Partners
Texas
$221K
FC
319
Farringdon Capital
United Kingdom
$214K
MPM
320
MBB Public Markets
Illinois
$213K
TPCW
321
TD Private Client Wealth
New York
$212K
MFG
322
Merit Financial Group
Georgia
$208K
LAM
323
Lingohr Asset Management
Germany
$201K
UFF
324
USA Financial Formulas
Michigan
$178K
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$161K