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Affiliated Managers Group

504 hedge funds and large institutions have $7.47B invested in Affiliated Managers Group in 2025 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 144 increasing their positions, 168 reducing their positions, and 31 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

13% more funds holding

Funds holding: 447504 (+57)

0.69% less ownership

Funds ownership: 92.96%92.27% (-0.69%)

14% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 168

Holders
504
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22M
Puts
$2.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
401
Jones Financial Companies
Missouri
$70.1K
HP
402
Highlander Partners
Texas
$67.7K
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$67.2K
HNB
404
Huntington National Bank
Ohio
$66K
SPIA
405
Steward Partners Investment Advisory
New York
$63.2K
WT
406
Whittier Trust
California
$59K
AAP
407
Arax Advisory Partners
Colorado
$57.1K
WSFS
408
Wilmington Savings Fund Society
Delaware
$54.5K
PTC
409
Private Trust Company
Ohio
$51.9K
RFP
410
Root Financial Partners
California
$48.1K
W
411
WealthCollab
Washington
$47K
CIAM
412
Caitong International Asset Management
Hong Kong
$42.1K
Mitsubishi UFJ Asset Management
413
Mitsubishi UFJ Asset Management
Japan
$38.1K
EWA
414
EverSource Wealth Advisors
Alabama
$35.5K
AA
415
Ancora Advisors
Ohio
$34.3K
PFBT
416
Parkside Financial Bank & Trust
Missouri
$34K
MEG
417
Millstone Evans Group
Colorado
$31.7K
C
418
Covestor
United Kingdom
$30K
SAG
419
SageView Advisory Group
California
$30K
LSA
420
Leonteq Securities AG
Switzerland
$30K
TCOT
421
Trust Company of Toledo
Ohio
$28.5K
SS
422
SBI Securities
Japan
$26.8K
HIM
423
Hillsdale Investment Management
Ontario, Canada
$25.9K
BF
424
BOK Financial
Oklahoma
$24.8K
CA
425
Clearstead Advisors
Ohio
$24.2K