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Affiliated Managers Group

430 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2025 Q2 according to their latest regulatory filings, with 86 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: $ → $

10% more funds holding

Funds holding: 392430 (+38)

1.08% more ownership

Funds ownership: 93.29%94.37% (+1.1%)

37% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 174

Holders
430
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
NC
376
North Capital
Utah
$5.71K
Optiver Holding
377
Optiver Holding
Netherlands
$5.31K
KFI
378
Key Financial Inc
Pennsylvania
$5.31K
CA
379
Clearstead Advisors
Ohio
$5.31K
CAWM
380
Capital A Wealth Management
Pennsylvania
$5K
CFO
381
CVA Family Office
Colorado
$4.92K
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$4.92K
DRP
383
Decker Retirement Planning
Utah
$4.92K
FWM
384
FSA Wealth Management
Massachusetts
$4.53K
SAM
385
Smartleaf Asset Management
Massachusetts
$4.35K
MFT
386
Moisand Fitzgerald Tamayo
Florida
$4.33K
CFD
387
Creative Financial Designs
Indiana
$3.94K
Kayne Anderson Rudnick Investment Management
388
Kayne Anderson Rudnick Investment Management
California
$3.81K
GBT
389
Grove Bank & Trust
Florida
$3.74K
PWMG
390
Private Wealth Management Group
New Jersey
$3.35K
GRP
391
Global Retirement Partners
California
$3.15K
AA
392
Addison Advisors
Vermont
$2.95K
NA
393
NewEdge Advisors
Louisiana
$2.95K
TPWA
394
Twin Peaks Wealth Advisors
California
$2.86K
HPC
395
HM Payson & Co
Maine
$2.75K
OC
396
Oakworth Capital
Alabama
$2.56K
NWM
397
Nova Wealth Management
Florida
$2.56K
TIM
398
Tortoise Investment Management
New York
$2.16K
TWD
399
True Wealth Design
Ohio
$1.97K
FFO
400
Fortitude Family Office
Arizona
$1.97K