AMG icon

Affiliated Managers Group

429 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: 392429 (+37)

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
429
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
KG
401
Kilter Group
New York
$1.57K
WA
402
Whipplewood Advisors
Colorado
$1.18K
SC
403
SouthState Corp
Florida
$1.18K
AAS
404
Ameritas Advisory Services
Nebraska
$1.18K
TCA
405
Trifecta Capital Advisors
Illinois
$1.18K
RWM
406
Rialto Wealth Management
New York
$1.18K
Lazard Asset Management
407
Lazard Asset Management
New York
$1K
AW
408
Avion Wealth
Texas
$1K
SIC
409
SJS Investment Consulting
Ohio
$984
CH
410
Cromwell Holdings
Wyoming
$984
BHWM
411
Beaird Harris Wealth Management
Texas
$984
BWL
412
Bogart Wealth LLC
Virginia
$787
LCM
413
Logan Capital Management
Pennsylvania
$787
CA
414
CoreCap Advisors
Michigan
$787
CTC
415
Central Trust Company
Missouri
$591
PWMG
416
Prestige Wealth Management Group
New Jersey
$591
PWA
417
Physician Wealth Advisors
Utah
$591
WA
418
WPG Advisers
Maryland
$590
FMP
419
Financial Management Professionals
Texas
$590
BHWM
420
Bay Harbor Wealth Management
Maryland
$590
HIA
421
HFM Investment Advisors
New Jersey
$590
AF
422
Advisornet Financial
Minnesota
$590
PWA
423
Principia Wealth Advisory
Texas
$590
RIL
424
Rothschild Investment LLC
Illinois
$394
PWAM
425
Private Wealth Asset Management
Iowa
$394