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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 %
HFS
376
Hantz Financial Services
Michigan
$1K +$1K +6 New
BWL
377
Bogart Wealth LLC
Virginia
$672 – – –
LCM
378
Logan Capital Management
Pennsylvania
$672 – – –
HFS
379
Hughes Financial Services
Virginia
$508 +$508 +3 New
CTC
380
Central Trust Company
Missouri
$505 – – –
PWMG
381
Prestige Wealth Management Group
New Jersey
$505 – – –
TWD
382
True Wealth Design
Ohio
$505 +$505 +3 New
FMP
383
Financial Management Professionals
Texas
$504 – – –
CTWM
384
Cherry Tree Wealth Management
Minnesota
$337 – – –
RIL
385
Rothschild Investment LLC
Illinois
$336 +$168 +1 +100%
PWAM
386
Private Wealth Asset Management
Iowa
$336 +$336 +2 New
AWM
387
Activest Wealth Management
Florida
$336 +$336 +2 New
HIA
388
HFM Investment Advisors
New Jersey
$169 +$169 +1 New
PWM
389
Parkworth Wealth Management
California
$168 – – –
BHWM
390
Bay Harbor Wealth Management
Maryland
$168 +$168 +1 New
HCP
391
Hexagon Capital Partners
Arkansas
$168 +$168 +1 New
AF
392
Advisornet Financial
Minnesota
$168 +$168 +1 New
Norges Bank
393
Norges Bank
Norway
– -$68.7M -371,422 Closed
EAM
394
Empirical Asset Management
Massachusetts
– -$347K -190,360 Closed
Assenagon Asset Management
395
Assenagon Asset Management
Luxembourg
– -$9.69M -52,386 Closed
CCM
396
Callodine Capital Management
Massachusetts
– -$9.25M -50,000 Closed
Schroder Investment Management Group
397
Schroder Investment Management Group
United Kingdom
– -$4.63M -24,989 Closed
Two Sigma Investments
398
Two Sigma Investments
New York
– -$3.99M -21,569 Closed
PCM
399
Prana Capital Management
Connecticut
– -$3.78M -20,458 Closed
Marshall Wace
400
Marshall Wace
United Kingdom
– -$3.63M -19,630 Closed
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