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Affiliated Managers Group

540 hedge funds and large institutions have $6.87B invested in Affiliated Managers Group in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 215 increasing their positions, 136 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $7.47B → $6.87B (-$597M)

26% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $14.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$14.2M
Net Calls
Net Calls Change

Top Sellers

1 -$238M
2 -$178M
3 -$66.8M
4
Holocene Advisors
Holocene Advisors
New York
-$53M
5
UBS Group
UBS Group
Switzerland
-$50.1M
Name Holding Trade Value Shares
Change
Change in
Stake
S
401
SignatureFD
Georgia
$212K
BWM
402
Baron Wealth Management
Michigan
$210K
WPC
403
Wedmont Private Capital
Pennsylvania
$210K
Lido Advisors
404
Lido Advisors
California
$210K
BPAMU
405
BTG Pactual Asset Management US
New York
$206K
IIC
406
Ironwood Investment Counsel
Arizona
$202K
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$186K
CIAM
408
Caitong International Asset Management
Hong Kong
$185K
SO
409
STRS Ohio
Ohio
$181K
BC
410
Bayforest Capital
United Kingdom
$175K
CFB
411
Cullen/Frost Bankers
Texas
$175K
UFF
412
USA Financial Formulas
Michigan
$169K
HFS
413
Hantz Financial Services
Michigan
$139K
VCM
414
Versant Capital Management
Arizona
$138K
AF
415
Allworth Financial
California
$135K
VNT
416
Vanguard National Trust
Pennsylvania
$129K
AAP
417
Arax Advisory Partners
Colorado
$129K
UB
418
UMB Bank
Missouri
$129K
SPIA
419
Steward Partners Investment Advisory
New York
$108K
ST
420
Smithfield Trust
Pennsylvania
$101K
BW
421
Basepoint Wealth
Iowa
$96K
IAAG
422
Innovative Asset Advisors Group
Connecticut
$94.6K
SAM
423
Smartleaf Asset Management
Massachusetts
$93.7K
AGWCA
424
Annis Gardner Whiting Capital Advisors
Florida
$91.9K
TC
425
Truvestments Capital
Florida
$91.3K