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Affiliated Managers Group

428 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, 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: $ → $

9% more funds holding

Funds holding: 392428 (+36)

1.07% more ownership

Funds ownership: 93.29%94.36% (+1.1%)

37% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 174

Holders
428
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
WA
401
Whipplewood Advisors
Colorado
$1.18K
SC
402
SouthState Corp
Florida
$1.18K
RWM
403
Rialto Wealth Management
New York
$1.18K
AAS
404
Ameritas Advisory Services
Nebraska
$1.18K
TCA
405
Trifecta Capital Advisors
Illinois
$1.18K
Lazard Asset Management
406
Lazard Asset Management
New York
$1K
AW
407
Avion Wealth
Texas
$1K
SIC
408
SJS Investment Consulting
Ohio
$984
BHWM
409
Beaird Harris Wealth Management
Texas
$984
CH
410
Cromwell Holdings
Wyoming
$984
BWL
411
Bogart Wealth LLC
Virginia
$787
LCM
412
Logan Capital Management
Pennsylvania
$787
CA
413
CoreCap Advisors
Michigan
$787
PWMG
414
Prestige Wealth Management Group
New Jersey
$591
CTC
415
Central Trust Company
Missouri
$591
PWA
416
Physician Wealth Advisors
Utah
$591
WA
417
WPG Advisers
Maryland
$590
FMP
418
Financial Management Professionals
Texas
$590
HIA
419
HFM Investment Advisors
New Jersey
$590
BHWM
420
Bay Harbor Wealth Management
Maryland
$590
AF
421
Advisornet Financial
Minnesota
$590
PWA
422
Principia Wealth Advisory
Texas
$590
PWAM
423
Private Wealth Asset Management
Iowa
$394
RIL
424
Rothschild Investment LLC
Illinois
$394
PWM
425
Parkworth Wealth Management
California
$197