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Affiliated Managers Group

507 hedge funds and large institutions have $7.47B invested in Affiliated Managers Group in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 144 increasing their positions, 169 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

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 93.08%92.19% (-0.89%)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
CFO
451
CVA Family Office
Colorado
$7.21K
AA
452
Addison Advisors
Vermont
$6.63K
TWD
453
True Wealth Design
Ohio
$6.4K
MFT
454
Moisand Fitzgerald Tamayo
Florida
$6.34K
TFA
455
Transamerica Financial Advisors
Florida
$6.34K
KFAS
456
Keating Financial Advisory Services
Kansas
$6.05K
CFD
457
Creative Financial Designs
Indiana
$5.77K
SEP
458
Signature Equity Partners
Ohio
$5.19K
PWMG
459
Private Wealth Management Group
New Jersey
$4.9K
HPC
460
HM Payson & Co
Maine
$4.04K
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$4.04K
HI
462
Harbour Investments
Wisconsin
$3.75K
OC
463
Oakworth Capital
Alabama
$3.75K
NWM
464
Nova Wealth Management
Florida
$3.75K
MAM
465
Marquette Asset Management
Minnesota
$3.75K
PWA
466
Physician Wealth Advisors
Utah
$3.17K
MCM
467
Manchester Capital Management
Vermont
$3.17K
FFO
468
Fortitude Family Office
Arizona
$2.88K
EWP
469
Elevation Wealth Partners
California
$2.88K
IPS
470
Investors Portfolio Services
Washington
$2.62K
WWA
471
Wealth Watch Advisors
Colorado
$2.6K
NSIM
472
North Star Investment Management
Illinois
$2.6K
DPW
473
DiNuzzo Private Wealth
Pennsylvania
$2.31K
KG
474
Kilter Group
New York
$2.31K
AFC
475
Ares Financial Consulting
California
$2.31K