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Affiliated Managers Group

507 hedge funds and large institutions have $7.47B invested in Affiliated Managers Group in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 144 increasing their positions, 169 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

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 93.08%92.19% (-0.89%)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
SAM
401
Smartleaf Asset Management
Massachusetts
$73.2K
TE
402
Tema ETFs
New York
$72.6K
Jones Financial Companies
403
Jones Financial Companies
Missouri
$70.1K
HP
404
Highlander Partners
Texas
$67.7K
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$67.2K
HNB
406
Huntington National Bank
Ohio
$66K
SPIA
407
Steward Partners Investment Advisory
New York
$63.2K
CWMS
408
CFG Wealth Management Services
Indiana
$59.7K
WT
409
Whittier Trust
California
$59K
AAP
410
Arax Advisory Partners
Colorado
$57.1K
WSFS
411
Wilmington Savings Fund Society
Delaware
$54.5K
PTC
412
Private Trust Company
Ohio
$51.9K
RFP
413
Root Financial Partners
California
$48.1K
W
414
WealthCollab
Washington
$47K
CIAM
415
Caitong International Asset Management
Hong Kong
$42.1K
Mitsubishi UFJ Asset Management
416
Mitsubishi UFJ Asset Management
Japan
$38.1K
EWA
417
EverSource Wealth Advisors
Alabama
$35.5K
AA
418
Ancora Advisors
Ohio
$34.3K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$34K
MEG
420
Millstone Evans Group
Colorado
$31.7K
C
421
Covestor
United Kingdom
$30K
SAG
422
SageView Advisory Group
California
$30K
LSA
423
Leonteq Securities AG
Switzerland
$30K
TCOT
424
Trust Company of Toledo
Ohio
$28.5K
SS
425
SBI Securities
Japan
$26.8K