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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 %
TCA
401
Trifecta Capital Advisors
Illinois
$1.18K +$1.18K +6 New
RWM
402
Rialto Wealth Management
New York
$1.18K +$1.18K +6 New
AAS
403
Ameritas Advisory Services
Nebraska
$1.18K +$1.18K +6 New
Lazard Asset Management
404
Lazard Asset Management
New York
$1K -$926K -7,407 -100%
AW
405
Avion Wealth
Texas
$1K – – –
SIC
406
SJS Investment Consulting
Ohio
$984 -$590 -3 -38%
BHWM
407
Beaird Harris Wealth Management
Texas
$984 +$984 +5 New
CH
408
Cromwell Holdings
Wyoming
$984 +$984 +5 New
BWL
409
Bogart Wealth LLC
Virginia
$787 – – –
LCM
410
Logan Capital Management
Pennsylvania
$787 – – –
CA
411
CoreCap Advisors
Michigan
$787 +$787 +4 New
CTC
412
Central Trust Company
Missouri
$591 – – –
PWMG
413
Prestige Wealth Management Group
New Jersey
$591 – – –
PWA
414
Physician Wealth Advisors
Utah
$591 +$591 +3 New
WA
415
WPG Advisers
Maryland
$590 -$2.56K -13 -81%
FMP
416
Financial Management Professionals
Texas
$590 – – –
HIA
417
HFM Investment Advisors
New Jersey
$590 +$393 +2 +200%
AF
418
Advisornet Financial
Minnesota
$590 +$393 +2 +200%
BHWM
419
Bay Harbor Wealth Management
Maryland
$590 +$393 +2 +200%
PWA
420
Principia Wealth Advisory
Texas
$590 +$590 +3 New
RIL
421
Rothschild Investment LLC
Illinois
$394 – – –
PWAM
422
Private Wealth Asset Management
Iowa
$394 – – –
PWM
423
Parkworth Wealth Management
California
$197 – – –
TFM
424
TFC Financial Management
Massachusetts
$197 +$197 +1 New
SC
425
Stephens Consulting
Michigan
$197 +$197 +1 New
15 16
17
18 19