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Affiliated Managers Group

543 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, 216 increasing their positions, 137 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

58% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 137

7% more funds holding

Funds holding: 509543 (+34)

0.86% more ownership

Funds ownership: 92.2%93.06% (+0.86%)

8% less capital invested

Capital invested by funds: $7.47B → $6.87B (-$596M)

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
543
Holders Change
+34
Holders Change %
+6.68%
% of All Funds
6.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
90
Increased
216
Reduced
137
Closed
46
Calls
$10.5M
Puts
$14.2M
Net Calls
-$3.71M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
401
Cambria Investment Management
California
$215K -$229K -759 -49%
S
402
SignatureFD
Georgia
$212K +$53K +176 +30%
BWM
403
Baron Wealth Management
Michigan
$210K -$3.62K -12 -2%
WPC
404
Wedmont Private Capital
Pennsylvania
$210K +$18.4K +61 +9%
Lido Advisors
405
Lido Advisors
California
$210K +$228K +757 New
BPAMU
406
BTG Pactual Asset Management US
New York
$206K +$224K +743 New
IIC
407
Ironwood Investment Counsel
Arizona
$202K -$4.52K -15 -2%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$186K +$4.82K +16 +2%
CIAM
409
Caitong International Asset Management
Hong Kong
$185K +$157K +521 +357%
SO
410
STRS Ohio
Ohio
$181K -$2.41K -8 -1%
BC
411
Bayforest Capital
United Kingdom
$175K +$18.7K +62 +11%
CFB
412
Cullen/Frost Bankers
Texas
$175K +$22.3K +74 +13%
UFF
413
USA Financial Formulas
Michigan
$169K -$7.83K -26 -4%
HFS
414
Hantz Financial Services
Michigan
$139K +$60K +199 +65%
VCM
415
Versant Capital Management
Arizona
$138K +$41.6K +138 +38%
AF
416
Allworth Financial
California
$135K +$1.51K +5 +1%
VNT
417
Vanguard National Trust
Pennsylvania
$129K +$141K +467 New
AAP
418
Arax Advisory Partners
Colorado
$129K +$71.4K +237 +120%
UB
419
UMB Bank
Missouri
$129K +$8.14K +27 +6%
SPIA
420
Steward Partners Investment Advisory
New York
$108K +$51.8K +172 +79%
ST
421
Smithfield Trust
Pennsylvania
$101K
BW
422
Basepoint Wealth
Iowa
$96K
IAAG
423
Innovative Asset Advisors Group
Connecticut
$94.6K +$103K +342 New
SAM
424
Smartleaf Asset Management
Massachusetts
$93.7K +$28.6K +95 +38%
AGWCA
425
Annis Gardner Whiting Capital Advisors
Florida
$91.9K