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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 %
PFBT
326
Parkside Financial Bank & Trust
Missouri
$16K +$8.91K +53 +126%
GWM
327
Geneos Wealth Management
Colorado
$15.3K +$7.47K +21 +95%
AF
328
Allworth Financial
California
$14.7K -$13.4K -82 -48%
RA
329
Rise Advisors
New York
$12.6K -$3.03K -18 -19%
NEWAS
330
N.E.W. Advisory Services
Wisconsin
$12.6K +$12.6K +75 New
PMFA
331
Plante Moran Financial Advisors
Michigan
$12.3K – – –
BIA
332
Bell Investment Advisors
California
$11.4K – – –
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$10.3K -$5.3K -37 -34%
FFA
334
Frazier Financial Advisors
Ohio
$10.3K – – –
CA
335
Continuum Advisory
Idaho
$9.41K +$7.39K +44 +367%
1IA
336
1620 Investment Advisors
Massachusetts
$9.24K – – –
DAM
337
Delta Asset Management
Tennessee
$8.91K – – –
PC
338
Promethos Capital
Massachusetts
$8.4K – – –
GSWM
339
Golden State Wealth Management
California
$7.9K – – –
AA
340
Addison Advisors
Vermont
$7.23K -$6.05K -36 -46%
FPF
341
First Pacific Financial
Washington
$6.55K – – –
PS
342
Principal Securities
Iowa
$6.1K – – –
HWM
343
Hemington Wealth Management
Virginia
$6K +$1.35K +9 +29%
Optiver Holding
344
Optiver Holding
Netherlands
$5.71K +$5.71K +34 New
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$5.55K – – –
JWA
346
JFS Wealth Advisors
Pennsylvania
$5.04K – – –
NC
347
North Capital
Utah
$4.87K +$4.87K +29 New
KFI
348
Key Financial Inc
Pennsylvania
$4.54K – – –
Mitsubishi UFJ Asset Management
349
Mitsubishi UFJ Asset Management
Japan
$4.2K – – –
CFO
350
CVA Family Office
Colorado
$4.2K – – –
12 13
14
15 16