AMG icon

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 %
CI
351
CX Institutional
Indiana
$4K +$4K +22 New
ADL
352
Asset Dedication LLC
California
$3.87K – – –
FWM
353
FSA Wealth Management
Massachusetts
$3.87K – – –
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$3.87K +$1.51K +9 +64%
MFT
355
Moisand Fitzgerald Tamayo
Florida
$3.7K – – –
CFD
356
Creative Financial Designs
Indiana
$3.36K – – –
GBT
357
Grove Bank & Trust
Florida
$3.19K – – –
EC
358
Elequin Capital
New York
$2.86K -$7.4K -44 -72%
PWMG
359
Private Wealth Management Group
New Jersey
$2.86K – – –
MG
360
Mather Group
Illinois
$2.86K – – –
WA
361
WPG Advisers
Maryland
$2.69K -$1.34K -8 -33%
NA
362
NewEdge Advisors
Louisiana
$2.52K – – –
HPC
363
HM Payson & Co
Maine
$2.35K – – –
OC
364
Oakworth Capital
Alabama
$2.18K +$2.18K +13 New
SC
365
SouthState Corp
Florida
$1.51K +$1.51K +9 New
GFPC
366
Global Financial Private Client
Florida
$1.51K +$1.01K +6 +200%
FCAS
367
First Command Advisory Services
Texas
$1.51K +$1.51K +9 New
DPW
368
DiNuzzo Private Wealth
Pennsylvania
$1.35K -$168 -1 -11%
SIC
369
SJS Investment Consulting
Ohio
$1.35K – – –
TIM
370
Tortoise Investment Management
New York
$1.34K – – –
OP
371
ORG Partners
Indiana
$1.19K +$1.19K +7 New
S
372
Sachetta
Massachusetts
$1.18K -$504 -3 -30%
Kayne Anderson Rudnick Investment Management
373
Kayne Anderson Rudnick Investment Management
California
$1.01K – – –
WA
374
Whipplewood Advisors
Colorado
$1.01K +$652 +11 +183%
AW
375
Avion Wealth
Texas
$1K – – –
13 14
15
16 17