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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
S
376
Sachetta
Massachusetts
$1.18K -$523 -3 -30%
Kayne Anderson Rudnick Investment Management
377
Kayne Anderson Rudnick Investment Management
California
$1.01K
WA
378
Whipplewood Advisors
Colorado
$1.01K +$1.92K +11 +183%
AW
379
Avion Wealth
Texas
$1K
HFS
380
Hantz Financial Services
Michigan
$1K +$1.05K +6 New
BWL
381
Bogart Wealth LLC
Virginia
$672
LCM
382
Logan Capital Management
Pennsylvania
$672
HFS
383
Hughes Financial Services
Virginia
$508 +$523 +3 New
CTC
384
Central Trust Company
Missouri
$505
PWMG
385
Prestige Wealth Management Group
New Jersey
$505
TWD
386
True Wealth Design
Ohio
$505 +$523 +3 New
FMP
387
Financial Management Professionals
Texas
$504
CTWM
388
Cherry Tree Wealth Management
Minnesota
$337
RIL
389
Rothschild Investment LLC
Illinois
$336 +$174 +1 +100%
AWM
390
Activest Wealth Management
Florida
$336 +$349 +2 New
PWAM
391
Private Wealth Asset Management
Iowa
$336 +$349 +2 New
HIA
392
HFM Investment Advisors
New Jersey
$169 +$174 +1 New
PWM
393
Parkworth Wealth Management
California
$168
AF
394
Advisornet Financial
Minnesota
$168 +$174 +1 New
BHWM
395
Bay Harbor Wealth Management
Maryland
$168 +$174 +1 New
HCP
396
Hexagon Capital Partners
Arkansas
$168 +$174 +1 New
EAM
397
Empirical Asset Management
Massachusetts
-$347K -190,360 Closed
Assenagon Asset Management
398
Assenagon Asset Management
Luxembourg
-$9.69M -52,386 Closed
CCM
399
Callodine Capital Management
Massachusetts
-$9.25M -50,000 Closed
Schroder Investment Management Group
400
Schroder Investment Management Group
United Kingdom
-$4.63M -24,989 Closed

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.