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Affiliated Managers Group

509 hedge funds and large institutions have $7.47B invested in Affiliated Managers Group in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

721% more call options, than puts

Call options by funds: $22M | Put options by funds: $2.68M

223% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 31

18% more capital invested

Capital invested by funds: $6.32B → $7.47B (+$1.15B)

13% more funds holding

Funds holding: 450509 (+59)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.02% less ownership

Funds ownership: 93.22%92.2% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
509
Holders Change
+59
Holders Change %
+13.11%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
100
Increased
144
Reduced
170
Closed
31
Calls
$22M
Puts
$2.68M
Net Calls
+$19.3M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
401
American National Bank & Trust
Texas
$79.9K
SAM
402
Smartleaf Asset Management
Massachusetts
$73.2K +$39.8K +154 +157%
TE
403
Tema ETFs
New York
$72.6K +$65.1K +252 New
Jones Financial Companies
404
Jones Financial Companies
Missouri
$70.1K -$775 -3 -1%
HP
405
Highlander Partners
Texas
$67.7K +$60.7K +235 New
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$67.2K +$52.5K +203 +677%
HNB
407
Huntington National Bank
Ohio
$66K +$2.33K +9 +4%
SPIA
408
Steward Partners Investment Advisory
New York
$63.2K -$28.9K -112 -34%
CWMS
409
CFG Wealth Management Services
Indiana
$59.7K +$53.5K +207 New
WT
410
Whittier Trust
California
$59K
AAP
411
Arax Advisory Partners
Colorado
$57.1K +$24.8K +96 +94%
WSFS
412
Wilmington Savings Fund Society
Delaware
$54.5K -$2.33K -9 -5%
PTC
413
Private Trust Company
Ohio
$51.9K -$24.3K -94 -34%
RFP
414
Root Financial Partners
California
$48.1K +$6.98K +27 +19%
W
415
WealthCollab
Washington
$47K
CIAM
416
Caitong International Asset Management
Hong Kong
$42.1K +$37.7K +146 New
Mitsubishi UFJ Asset Management
417
Mitsubishi UFJ Asset Management
Japan
$38.1K
EWA
418
EverSource Wealth Advisors
Alabama
$35.5K -$29.2K -113 -48%
AA
419
Ancora Advisors
Ohio
$34.3K +$30.8K +119 New
PFBT
420
Parkside Financial Bank & Trust
Missouri
$34K +$5.69K +22 +23%
MEG
421
Millstone Evans Group
Colorado
$31.7K -$17.1K -66 -38%
C
422
Covestor
United Kingdom
$30K -$3.1K -12 -11%
SAG
423
SageView Advisory Group
California
$30K +$26.9K +104 New
LSA
424
Leonteq Securities AG
Switzerland
$30K +$26.9K +104 New
TCOT
425
Trust Company of Toledo
Ohio
$28.5K