AMG icon

Affiliated Managers Group

443 hedge funds and large institutions have $6.3B invested in Affiliated Managers Group in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 163 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 431443 (+12)

1.44% less ownership

Funds ownership: 94.37%92.93% (-1.4%)

15% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 163

Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08M
Puts
$3.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
401
Creative Financial Designs
Indiana
$4.77K
CSC
402
Caldwell Sutter Capital
California
$4.53K
TFA
403
Transamerica Financial Advisors
Florida
$4.29K
PWMG
404
Private Wealth Management Group
New Jersey
$4.05K
MG
405
Mather Group
Illinois
$4.05K
AA
406
Addison Advisors
Vermont
$3.58K
NA
407
NewEdge Advisors
Louisiana
$3.58K
HPC
408
HM Payson & Co
Maine
$3.34K
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$3.34K
OC
410
Oakworth Capital
Alabama
$3.1K
NWM
411
Nova Wealth Management
Florida
$3.1K
TIM
412
Tortoise Investment Management
New York
$3.1K
BI
413
Binnacle Investments
Iowa
$2.86K
FFO
414
Fortitude Family Office
Arizona
$2.38K
JWM
415
JPL Wealth Management
Colorado
$2.15K
WWA
416
Wealth Watch Advisors
Colorado
$2.15K
STB
417
S&T Bank
Pennsylvania
$1.91K
BHWM
418
Beaird Harris Wealth Management
Texas
$1.83K
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$1.8K
Kayne Anderson Rudnick Investment Management
420
Kayne Anderson Rudnick Investment Management
California
$1.51K
RWM
421
Rialto Wealth Management
New York
$1.43K
SC
422
SouthState Corp
Florida
$1.43K
FHC
423
First Horizon Corporation
Tennessee
$1.43K
CH
424
Cromwell Holdings
Wyoming
$1.19K
SIC
425
SJS Investment Consulting
Ohio
$1.19K