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Affiliated Managers Group
AMG

Overview Fund Activity

426 hedge funds and large institutions have $5.27B invested in Affiliated Managers Group in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 109 increasing their positions, 174 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+34
Holders Change %
+8.67%
% of All Funds
5.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
84
Increased
109
Reduced
174
Closed
44
Calls
$6.45M
Puts
$2.16M
Net Calls
+$4.29M
Net Calls Change
-$865K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$59.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$59.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$56.1M
4
Holocene Advisors
Holocene Advisors
New York
+$19.9M
5
UBS Group
UBS Group
Switzerland
+$11.2M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$93.1M
2
Morgan Stanley
Morgan Stanley
New York
-$54.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$35.9M
4
CCP
Clarkston Capital Partners
Michigan
-$29.5M
5
LCP
LGT Capital Partners
Switzerland
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
376
Key Financial Inc
Pennsylvania
$5.31K – – –
CA
377
Clearstead Advisors
Ohio
$5.31K +$5.31K +27 New
CFO
378
CVA Family Office
Colorado
$4.92K – – –
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$4.92K +$394 +2 +9%
DRP
380
Decker Retirement Planning
Utah
$4.92K +$4.92K +25 New
FWM
381
FSA Wealth Management
Massachusetts
$4.53K – – –
SAM
382
Smartleaf Asset Management
Massachusetts
$4.35K -$19.6K -99 -82%
MFT
383
Moisand Fitzgerald Tamayo
Florida
$4.33K – – –
CFD
384
Creative Financial Designs
Indiana
$3.94K – – –
Kayne Anderson Rudnick Investment Management
385
Kayne Anderson Rudnick Investment Management
California
$3.81K +$2.6K +13 +217%
GBT
386
Grove Bank & Trust
Florida
$3.74K – – –
PWMG
387
Private Wealth Management Group
New Jersey
$3.35K – – –
GRP
388
Global Retirement Partners
California
$3.15K +$3.15K +16 New
AA
389
Addison Advisors
Vermont
$2.95K -$5.51K -28 -65%
NA
390
NewEdge Advisors
Louisiana
$2.95K – – –
TPWA
391
Twin Peaks Wealth Advisors
California
$2.86K +$2.86K +13 New
OC
392
Oakworth Capital
Alabama
$2.56K – – –
NWM
393
Nova Wealth Management
Florida
$2.56K +$2.56K +13 New
TIM
394
Tortoise Investment Management
New York
$2.16K +$590 +3 +38%
TWD
395
True Wealth Design
Ohio
$1.97K +$1.38K +7 +233%
FFO
396
Fortitude Family Office
Arizona
$1.97K +$1.97K +10 New
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$1.58K – – –
KG
398
Kilter Group
New York
$1.58K +$1.58K +8 New
WA
399
Whipplewood Advisors
Colorado
$1.18K -$2.17K -11 -65%
SC
400
SouthState Corp
Florida
$1.18K -$590 -3 -33%
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16
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