AMG icon

Affiliated Managers Group

499 hedge funds and large institutions have $7.47B invested in Affiliated Managers Group in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

12% more funds holding

Funds holding: 447499 (+52)

0.78% less ownership

Funds ownership: 92.96%92.18% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

Holders
499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22M
Puts
$2.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
451
Signature Equity Partners
Ohio
$5.19K
PWMG
452
Private Wealth Management Group
New Jersey
$4.9K
HPC
453
HM Payson & Co
Maine
$4.04K
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$4.04K
HI
455
Harbour Investments
Wisconsin
$3.75K
OC
456
Oakworth Capital
Alabama
$3.75K
NWM
457
Nova Wealth Management
Florida
$3.75K
MAM
458
Marquette Asset Management
Minnesota
$3.75K
PWA
459
Physician Wealth Advisors
Utah
$3.17K
MCM
460
Manchester Capital Management
Vermont
$3.17K
FFO
461
Fortitude Family Office
Arizona
$2.88K
EWP
462
Elevation Wealth Partners
California
$2.88K
IPS
463
Investors Portfolio Services
Washington
$2.62K
WWA
464
Wealth Watch Advisors
Colorado
$2.6K
NSIM
465
North Star Investment Management
Illinois
$2.6K
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$2.31K
KG
467
Kilter Group
New York
$2.31K
AFC
468
Ares Financial Consulting
California
$2.31K
BHWM
469
Beaird Harris Wealth Management
Texas
$2.21K
RWM
470
Rialto Wealth Management
New York
$2.02K
OC
471
Optima Capital
Oregon
$2.02K
AW
472
Avion Wealth
Texas
$2K
SC
473
SouthState Corp
Florida
$1.73K
Kayne Anderson Rudnick Investment Management
474
Kayne Anderson Rudnick Investment Management
California
$1.73K
FHC
475
First Horizon Corporation
Tennessee
$1.73K