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Affiliated Managers Group

428 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 174 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 392428 (+36)

1.07% more ownership

Funds ownership: 93.29%94.36% (+1.1%)

37% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 174

Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.45M
Puts
$2.16M
Net Calls
Net Calls Change

Top Buyers

1 +$59.8M
2 +$59.7M
3 +$56.1M
4
Holocene Advisors
Holocene Advisors
New York
+$19.9M
5
UBS Group
UBS Group
Switzerland
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
351
Principal Securities
Iowa
$20K
PHK
352
Point72 Hong Kong
Hong Kong
$19.7K
TCOT
353
Trust Company of Toledo
Ohio
$19.5K
PFBT
354
Parkside Financial Bank & Trust
Missouri
$18.9K
SS
355
SBI Securities
Japan
$18.3K
GAG
356
Goodman Advisory Group
Massachusetts
$15.9K
ADL
357
Asset Dedication LLC
California
$15K
IA
358
IFP Advisors
Florida
$15K
RA
359
Rise Advisors
New York
$14.8K
NEWAS
360
N.E.W. Advisory Services
Wisconsin
$14.8K
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$13.6K
BIA
362
Bell Investment Advisors
California
$13.4K
GWM
363
Geneos Wealth Management
Colorado
$12.8K
FFA
364
Frazier Financial Advisors
Ohio
$12K
DAM
365
Delta Asset Management
Tennessee
$10.4K
HFS
366
Hantz Financial Services
Michigan
$10K
GSWM
367
Golden State Wealth Management
California
$9.25K
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$8.46K
HWM
369
Hemington Wealth Management
Virginia
$8K
1IA
370
1620 Investment Advisors
Massachusetts
$7.87K
LI
371
LRI Investments
Florida
$7.68K
FPF
372
First Pacific Financial
Washington
$6.69K
HI
373
Harbour Investments
Wisconsin
$6.3K
JWA
374
JFS Wealth Advisors
Pennsylvania
$5.71K
NC
375
North Capital
Utah
$5.71K