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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
TC
426
Truvestments Capital
Florida
$91.3K
National Bank of Canada
427
National Bank of Canada
Quebec, Canada
$83.8K +$904 +3 +1%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$79.1K +$15.4K +51 +21%
ANBT
429
American National Bank & Trust
Texas
$76.6K
TE
430
Tema ETFs
New York
$69.7K
HNB
431
Huntington National Bank
Ohio
$66.4K +$3.31K +11 +5%
W
432
WealthCollab
Washington
$63.4K +$19.9K +66 +40%
Nomura Asset Management
433
Nomura Asset Management
Japan
$55.3K -$36.2K -120 -38%
Bessemer Group
434
Bessemer Group
New Jersey
$52K -$4.12M -13,684 -99%
RFP
435
Root Financial Partners
California
$50.9K +$5.12K +17 +10%
WSFS
436
Wilmington Savings Fund Society
Delaware
$49.8K -$2.71K -9 -5%
PTC
437
Private Trust Company
Ohio
$49.8K
EWA
438
EverSource Wealth Advisors
Alabama
$49.5K +$16.9K +56 +46%
Mitsubishi UFJ Asset Management
439
Mitsubishi UFJ Asset Management
Japan
$47K +$11.5K +38 +29%
AA
440
Ancora Advisors
Ohio
$36.8K +$4.22K +14 +12%
PFBT
441
Parkside Financial Bank & Trust
Missouri
$36K +$3.62K +12 +10%
MEG
442
Millstone Evans Group
Colorado
$30.4K
WT
443
Whittier Trust
California
$27.8K -$25.9K -86 -45%
TCOT
444
Trust Company of Toledo
Ohio
$27.4K
SS
445
SBI Securities
Japan
$25.7K
HIM
446
Hillsdale Investment Management
Ontario, Canada
$24.9K
GAG
447
Goodman Advisory Group
Massachusetts
$22.4K
ADL
448
Asset Dedication LLC
California
$21K
NEWAS
449
N.E.W. Advisory Services
Wisconsin
$20.8K
BIA
450
Bell Investment Advisors
California
$19.4K +$603 +2 +3%