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Affiliated Managers Group
AMG

450 hedge funds and large institutions have $6.32B invested in Affiliated Managers Group in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 163 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

32% more call options, than puts

Call options by funds: $4.08M | Put options by funds: $3.1M

20% more capital invested

Capital invested by funds: $5.28B → $6.32B (+$1.03B)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 433 → 450 (+17)

1.24% less ownership

Funds ownership: 94.46% → 93.22% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 163

Holders
450
Holders Change
+17
Holders Change %
+3.93%
% of All Funds
5.91%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
141
Reduced
163
Closed
36
Calls
$4.08M
Puts
$3.1M
Net Calls
+$978K
Net Calls Change
-$3.31M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$65M
2
UBS Group
UBS Group
Switzerland
+$38.1M
3
Holocene Advisors
Holocene Advisors
New York
+$33.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$21.7M
5
Raymond James Financial
Raymond James Financial
Florida
+$16.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$122M
2
CCP
Clarkston Capital Partners
Michigan
-$44.7M
3
BA
Bridgewater Associates
Connecticut
-$21.1M
4
AI
Ariel Investments
Illinois
-$20.1M
5
Morgan Stanley
Morgan Stanley
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
426
Kayne Anderson Rudnick Investment Management
California
$1.51K -$2.87K -13 -68%
RWM
427
Rialto Wealth Management
New York
$1.43K – – –
SC
428
SouthState Corp
Florida
$1.43K – – –
FHC
429
First Horizon Corporation
Tennessee
$1.43K +$1.32K +6 New
CH
430
Cromwell Holdings
Wyoming
$1.19K – – –
SIC
431
SJS Investment Consulting
Ohio
$1.19K – – –
NS
432
NBC Securities
Alabama
$1.19K +$1.1K +5 New
AW
433
Avion Wealth
Texas
$1K – – –
CCM
434
Cloud Capital Management
Washington
$1K +$1.1K +5 New
BWL
435
Bogart Wealth LLC
Virginia
$954 – – –
CA
436
CoreCap Advisors
Michigan
$954 – – –
LCM
437
Logan Capital Management
Pennsylvania
$954 – – –
BHWM
438
Bay Harbor Wealth Management
Maryland
$953 +$220 +1 +33%
CTC
439
Central Trust Company
Missouri
$716 – – –
PWA
440
Physician Wealth Advisors
Utah
$716 – – –
PWMG
441
Prestige Wealth Management Group
New Jersey
$716 – – –
AF
442
Advisornet Financial
Minnesota
$715 – – –
FMP
443
Financial Management Professionals
Texas
$715 – – –
HIA
444
HFM Investment Advisors
New Jersey
$715 – – –
PWA
445
Principia Wealth Advisory
Texas
$715 – – –
WA
446
WPG Advisers
Maryland
$715 – – –
PWAM
447
Private Wealth Asset Management
Iowa
$477 – – –
TFM
448
TFC Financial Management
Massachusetts
$239 – – –
RIL
449
Rothschild Investment LLC
Illinois
$238 -$220 -1 -50%
RCM
450
Raleigh Capital Management
North Carolina
$1 – – –
16 17
18
19 20

AMG Hedge Fund Activity: Q3 2025 in Review

450 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2025, worth a combined $6.32B — up 20% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 36 closed out — a net gain of 23 holders — while 141 added to existing stakes and 163 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $65M. The largest seller was Millennium Management, cutting an estimated $122M.

  • 450 institutional investors held Affiliated Managers Group (AMG) as of Q3 2025, up from 433 in Q2 2025.
  • Funds reported $6.32B of Affiliated Managers Group stock for Q3 2025, up 20% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2025 and 36 closed out, a net change of +23 holders.
  • The largest Affiliated Managers Group buyer in Q3 2025 was Alyeska Investment Group, an estimated $65M added.
  • The largest Affiliated Managers Group seller in Q3 2025 was Millennium Management, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2025.