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Affiliated Managers Group

433 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.45M | Put options by funds: $2.16M

93% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $4.65B → $5.28B (+$632M)

9% more funds holding

Funds holding: 396433 (+37)

0.17% less ownership

Funds ownership: 94.63%94.46% (-0.17%)

38% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 177

Holders
433
Holders Change
+37
Holders Change %
+9.34%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
85
Increased
110
Reduced
177
Closed
44
Calls
$6.45M
Puts
$2.16M
Net Calls
+$4.29M
Net Calls Change
-$865K
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
451
Pacer Advisors
Pennsylvania
-$363K -2,160 Closed
USAA
452
United Services Automobile Association
Texas
-$321K -1,919 Closed
B
453
Bailard
California
-$302K -1,800 Closed
HCMT
454
Highland Capital Management (Tennessee)
Tennessee
-$269K -1,600 Closed
ECM
455
Evergreen Capital Management
Washington
-$240K -1,428 Closed
PWPS
456
Pinnacle Wealth Planning Services
Ohio
-$212K -1,260 Closed
IIC
457
Ironwood Investment Counsel
Arizona
-$208K -1,240 Closed
GCM
458
Gallacher Capital Management
Colorado
-$203K -1,206 Closed
A
459
AlphaQuest
New York
-$181K -1,079 Closed
SW
460
SVB Wealth
Massachusetts
-$51.2K -305 Closed
MTC
461
Matrix Trust Company
Colorado
-$18K -109 Closed
AS
462
Altshuler Shaham
Israel
-$17.3K -103 Closed
PMFA
463
Plante Moran Financial Advisors
Michigan
-$12.3K -73 Closed
CA
464
Continuum Advisory
Idaho
-$9.41K -56 Closed
PC
465
Promethos Capital
Massachusetts
-$8.4K -50 Closed
CI
466
CX Institutional
Indiana
-$4K -22 Closed
EC
467
Elequin Capital
New York
-$2.86K -17 Closed
MG
468
Mather Group
Illinois
-$2.86K -17 Closed
FCAS
469
First Command Advisory Services
Texas
-$1.51K -9 Closed
GFPC
470
Global Financial Private Client
Florida
-$1.51K -9 Closed
OP
471
ORG Partners
Indiana
-$1.19K -7 Closed
S
472
Sachetta
Massachusetts
-$1.18K -7 Closed
HFS
473
Hughes Financial Services
Virginia
-$508 -3 Closed
AWM
474
Activest Wealth Management
Florida
-$347 -2 Closed
CTWM
475
Cherry Tree Wealth Management
Minnesota
-$337 -2 Closed

AMG Hedge Fund Activity: Q2 2025 in Review

433 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2025, worth a combined $5.28B — up 14% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AMG positions and 44 closed out — a net gain of 41 holders — while 110 added to existing stakes and 177 trimmed.

The largest buyer was Millennium Management, adding an estimated $52.7M. The largest seller was Southeastern Asset Management, cutting an estimated $82M.

  • 433 institutional investors held Affiliated Managers Group (AMG) as of Q2 2025, up from 396 in Q1 2025.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q2 2025, up 14% quarter-over-quarter.
  • 85 funds opened new Affiliated Managers Group positions in Q2 2025 and 44 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q2 2025 was Millennium Management, an estimated $52.7M added.
  • The largest Affiliated Managers Group seller in Q2 2025 was Southeastern Asset Management, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2025.