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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
DPW
401
DiNuzzo Private Wealth
Pennsylvania
$1.57K
KG
402
Kilter Group
New York
$1.57K
WA
403
Whipplewood Advisors
Colorado
$1.18K
SC
404
SouthState Corp
Florida
$1.18K
TCA
405
Trifecta Capital Advisors
Illinois
$1.18K
RWM
406
Rialto Wealth Management
New York
$1.18K
AAS
407
Ameritas Advisory Services
Nebraska
$1.18K
Lazard Asset Management
408
Lazard Asset Management
New York
$1K
AW
409
Avion Wealth
Texas
$1K
SIC
410
SJS Investment Consulting
Ohio
$984
CH
411
Cromwell Holdings
Wyoming
$984
BHWM
412
Beaird Harris Wealth Management
Texas
$984
LCM
413
Logan Capital Management
Pennsylvania
$787
BWL
414
Bogart Wealth LLC
Virginia
$787
CA
415
CoreCap Advisors
Michigan
$787
CTC
416
Central Trust Company
Missouri
$591
PWMG
417
Prestige Wealth Management Group
New Jersey
$591
PWA
418
Physician Wealth Advisors
Utah
$591
WA
419
WPG Advisers
Maryland
$590
FMP
420
Financial Management Professionals
Texas
$590
AF
421
Advisornet Financial
Minnesota
$590
BHWM
422
Bay Harbor Wealth Management
Maryland
$590
HIA
423
HFM Investment Advisors
New Jersey
$590
PWA
424
Principia Wealth Advisory
Texas
$590
RIL
425
Rothschild Investment LLC
Illinois
$394