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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
NC
351
North Capital
Utah
$4.87K +$5.05K +29 New
KFI
352
Key Financial Inc
Pennsylvania
$4.54K
CFO
353
CVA Family Office
Colorado
$4.2K
Mitsubishi UFJ Asset Management
354
Mitsubishi UFJ Asset Management
Japan
$4.2K
CI
355
CX Institutional
Indiana
$4K +$3.83K +22 New
ADL
356
Asset Dedication LLC
California
$3.87K
FWM
357
FSA Wealth Management
Massachusetts
$3.87K
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$3.87K +$1.57K +9 +64%
MFT
359
Moisand Fitzgerald Tamayo
Florida
$3.7K
CFD
360
Creative Financial Designs
Indiana
$3.36K
GBT
361
Grove Bank & Trust
Florida
$3.19K
EC
362
Elequin Capital
New York
$2.86K -$7.67K -44 -72%
MG
363
Mather Group
Illinois
$2.86K
PWMG
364
Private Wealth Management Group
New Jersey
$2.86K
WA
365
WPG Advisers
Maryland
$2.69K -$1.4K -8 -33%
NA
366
NewEdge Advisors
Louisiana
$2.52K
HPC
367
HM Payson & Co
Maine
$2.35K
OC
368
Oakworth Capital
Alabama
$2.18K +$2.27K +13 New
SC
369
SouthState Corp
Florida
$1.51K +$1.57K +9 New
GFPC
370
Global Financial Private Client
Florida
$1.51K +$1.05K +6 +200%
FCAS
371
First Command Advisory Services
Texas
$1.51K +$1.57K +9 New
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$1.34K -$174 -1 -11%
SIC
373
SJS Investment Consulting
Ohio
$1.34K
TIM
374
Tortoise Investment Management
New York
$1.34K
OP
375
ORG Partners
Indiana
$1.19K +$1.22K +7 New

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.