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Affiliated Managers Group

433 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, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.45M | Put options by funds: $2.16M

93% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $4.65B → $5.28B (+$632M)

9% more funds holding

Funds holding: 396433 (+37)

0.17% less ownership

Funds ownership: 94.63%94.46% (-0.17%)

38% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 177

Holders
433
Holders Change
+37
Holders Change %
+9.34%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
85
Increased
110
Reduced
177
Closed
44
Calls
$6.45M
Puts
$2.16M
Net Calls
+$4.29M
Net Calls Change
-$865K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
401
Tortoise Investment Management
New York
$2.16K +$520 +3 +38%
TWD
402
True Wealth Design
Ohio
$1.97K +$1.21K +7 +233%
FFO
403
Fortitude Family Office
Arizona
$1.97K +$1.74K +10 New
DPW
404
DiNuzzo Private Wealth
Pennsylvania
$1.57K
KG
405
Kilter Group
New York
$1.57K +$1.39K +8 New
WA
406
Whipplewood Advisors
Colorado
$1.18K -$1.91K -11 -65%
SC
407
SouthState Corp
Florida
$1.18K -$520 -3 -33%
AAS
408
Ameritas Advisory Services
Nebraska
$1.18K +$1.04K +6 New
RWM
409
Rialto Wealth Management
New York
$1.18K +$1.04K +6 New
TCA
410
Trifecta Capital Advisors
Illinois
$1.18K +$1.04K +6 New
Lazard Asset Management
411
Lazard Asset Management
New York
$1K -$1.29M -7,407 -100%
AW
412
Avion Wealth
Texas
$1K
SIC
413
SJS Investment Consulting
Ohio
$984 -$520 -3 -38%
BHWM
414
Beaird Harris Wealth Management
Texas
$984 +$867 +5 New
CH
415
Cromwell Holdings
Wyoming
$984 +$867 +5 New
BWL
416
Bogart Wealth LLC
Virginia
$787
LCM
417
Logan Capital Management
Pennsylvania
$787
CA
418
CoreCap Advisors
Michigan
$787 +$694 +4 New
CTC
419
Central Trust Company
Missouri
$591
PWMG
420
Prestige Wealth Management Group
New Jersey
$591
PWA
421
Physician Wealth Advisors
Utah
$591 +$520 +3 New
WA
422
WPG Advisers
Maryland
$590 -$2.25K -13 -81%
FMP
423
Financial Management Professionals
Texas
$590
AF
424
Advisornet Financial
Minnesota
$590 +$347 +2 +200%
BHWM
425
Bay Harbor Wealth Management
Maryland
$590 +$347 +2 +200%

AMG Hedge Fund Activity: Q2 2025 in Review

433 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2025, worth a combined $5.28B — up 14% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AMG positions and 44 closed out — a net gain of 41 holders — while 110 added to existing stakes and 177 trimmed.

The largest buyer was Millennium Management, adding an estimated $52.7M. The largest seller was Southeastern Asset Management, cutting an estimated $82M.

  • 433 institutional investors held Affiliated Managers Group (AMG) as of Q2 2025, up from 396 in Q1 2025.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q2 2025, up 14% quarter-over-quarter.
  • 85 funds opened new Affiliated Managers Group positions in Q2 2025 and 44 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q2 2025 was Millennium Management, an estimated $52.7M added.
  • The largest Affiliated Managers Group seller in Q2 2025 was Southeastern Asset Management, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2025.