We are live on ! Find out more
AMG icon

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
SAM
326
Smartleaf Asset Management
Massachusetts
$20.2K -$697 -4 -3%
IA
327
IFP Advisors
Florida
$19.2K +$3.31K +19 +20%
MTC
328
Matrix Trust Company
Colorado
$18K +$19K +109 New
AS
329
Altshuler Shaham
Israel
$17.3K -$6.28K -36 -26%
PFBT
330
Parkside Financial Bank & Trust
Missouri
$16K +$9.24K +53 +126%
GWM
331
Geneos Wealth Management
Colorado
$15.3K +$3.66K +21 +95%
AF
332
Allworth Financial
California
$14.7K -$14.3K -82 -48%
RA
333
Rise Advisors
New York
$12.6K -$3.14K -18 -19%
NEWAS
334
N.E.W. Advisory Services
Wisconsin
$12.6K +$13.1K +75 New
PMFA
335
Plante Moran Financial Advisors
Michigan
$12.3K
BIA
336
Bell Investment Advisors
California
$11.4K
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$10.3K -$6.45K -37 -34%
FFA
338
Frazier Financial Advisors
Ohio
$10.3K
CA
339
Continuum Advisory
Idaho
$9.41K +$7.67K +44 +367%
1IA
340
1620 Investment Advisors
Massachusetts
$9.24K
DAM
341
Delta Asset Management
Tennessee
$8.91K
PC
342
Promethos Capital
Massachusetts
$8.4K
GSWM
343
Golden State Wealth Management
California
$7.9K
AA
344
Addison Advisors
Vermont
$7.23K -$6.28K -36 -46%
FPF
345
First Pacific Financial
Washington
$6.55K
PS
346
Principal Securities
Iowa
$6.1K
HWM
347
Hemington Wealth Management
Virginia
$6K +$1.57K +9 +29%
Optiver Holding
348
Optiver Holding
Netherlands
$5.71K +$5.93K +34 New
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$5.54K
JWA
350
JFS Wealth Advisors
Pennsylvania
$5.04K

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.