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Affiliated Managers Group

433 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, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.45M | Put options by funds: $2.16M

93% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $4.65B → $5.28B (+$632M)

9% more funds holding

Funds holding: 396433 (+37)

0.17% less ownership

Funds ownership: 94.63%94.46% (-0.17%)

38% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 177

Holders
433
Holders Change
+37
Holders Change %
+9.34%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
85
Increased
110
Reduced
177
Closed
44
Calls
$6.45M
Puts
$2.16M
Net Calls
+$4.29M
Net Calls Change
-$865K
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
376
First Pacific Financial
Washington
$6.69K -$867 -5 -13%
HI
377
Harbour Investments
Wisconsin
$6.3K +$5.55K +32 New
JWA
378
JFS Wealth Advisors
Pennsylvania
$5.71K -$173 -1 -3%
NC
379
North Capital
Utah
$5.71K
Optiver Holding
380
Optiver Holding
Netherlands
$5.31K -$1.21K -7 -21%
KFI
381
Key Financial Inc
Pennsylvania
$5.31K
CA
382
Clearstead Advisors
Ohio
$5.31K +$4.68K +27 New
CAWM
383
Capital A Wealth Management
Pennsylvania
$5K +$5.72K +33 New
CFO
384
CVA Family Office
Colorado
$4.92K
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$4.92K +$347 +2 +9%
DRP
386
Decker Retirement Planning
Utah
$4.92K +$4.34K +25 New
FWM
387
FSA Wealth Management
Massachusetts
$4.53K
SAM
388
Smartleaf Asset Management
Massachusetts
$4.35K -$17.2K -99 -82%
MFT
389
Moisand Fitzgerald Tamayo
Florida
$4.33K
CFD
390
Creative Financial Designs
Indiana
$3.94K
Kayne Anderson Rudnick Investment Management
391
Kayne Anderson Rudnick Investment Management
California
$3.81K +$2.25K +13 +217%
GBT
392
Grove Bank & Trust
Florida
$3.74K
PWMG
393
Private Wealth Management Group
New Jersey
$3.35K
GRP
394
Global Retirement Partners
California
$3.15K +$2.78K +16 New
AA
395
Addison Advisors
Vermont
$2.95K -$4.86K -28 -65%
NA
396
NewEdge Advisors
Louisiana
$2.95K
TPWA
397
Twin Peaks Wealth Advisors
California
$2.86K +$2.25K +13 New
HPC
398
HM Payson & Co
Maine
$2.75K
OC
399
Oakworth Capital
Alabama
$2.56K
NWM
400
Nova Wealth Management
Florida
$2.56K +$2.25K +13 New

AMG Hedge Fund Activity: Q2 2025 in Review

433 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2025, worth a combined $5.28B — up 14% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AMG positions and 44 closed out — a net gain of 41 holders — while 110 added to existing stakes and 177 trimmed.

The largest buyer was Millennium Management, adding an estimated $52.7M. The largest seller was Southeastern Asset Management, cutting an estimated $82M.

  • 433 institutional investors held Affiliated Managers Group (AMG) as of Q2 2025, up from 396 in Q1 2025.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q2 2025, up 14% quarter-over-quarter.
  • 85 funds opened new Affiliated Managers Group positions in Q2 2025 and 44 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q2 2025 was Millennium Management, an estimated $52.7M added.
  • The largest Affiliated Managers Group seller in Q2 2025 was Southeastern Asset Management, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2025.