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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
Optiver Holding
376
Optiver Holding
Netherlands
$5.31K
KFI
377
Key Financial Inc
Pennsylvania
$5.31K
CA
378
Clearstead Advisors
Ohio
$5.31K
CAWM
379
Capital A Wealth Management
Pennsylvania
$5K
CFO
380
CVA Family Office
Colorado
$4.92K
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$4.92K
DRP
382
Decker Retirement Planning
Utah
$4.92K
FWM
383
FSA Wealth Management
Massachusetts
$4.53K
SAM
384
Smartleaf Asset Management
Massachusetts
$4.35K
MFT
385
Moisand Fitzgerald Tamayo
Florida
$4.33K
CFD
386
Creative Financial Designs
Indiana
$3.94K
Kayne Anderson Rudnick Investment Management
387
Kayne Anderson Rudnick Investment Management
California
$3.81K
GBT
388
Grove Bank & Trust
Florida
$3.74K
PWMG
389
Private Wealth Management Group
New Jersey
$3.35K
GRP
390
Global Retirement Partners
California
$3.15K
AA
391
Addison Advisors
Vermont
$2.95K
NA
392
NewEdge Advisors
Louisiana
$2.95K
TPWA
393
Twin Peaks Wealth Advisors
California
$2.86K
OC
394
Oakworth Capital
Alabama
$2.56K
NWM
395
Nova Wealth Management
Florida
$2.56K
TIM
396
Tortoise Investment Management
New York
$2.16K
TWD
397
True Wealth Design
Ohio
$1.97K
FFO
398
Fortitude Family Office
Arizona
$1.97K
DPW
399
DiNuzzo Private Wealth
Pennsylvania
$1.57K
KG
400
Kilter Group
New York
$1.57K