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Affiliated Managers Group

509 hedge funds and large institutions have $7.47B invested in Affiliated Managers Group in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

721% more call options, than puts

Call options by funds: $22M | Put options by funds: $2.68M

223% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 31

18% more capital invested

Capital invested by funds: $6.32B → $7.47B (+$1.15B)

13% more funds holding

Funds holding: 450509 (+59)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.02% less ownership

Funds ownership: 93.22%92.2% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
509
Holders Change
+59
Holders Change %
+13.11%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
100
Increased
144
Reduced
170
Closed
31
Calls
$22M
Puts
$2.68M
Net Calls
+$19.3M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
451
CVA Family Office
Colorado
$7.21K
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$7.21K
AA
453
Addison Advisors
Vermont
$6.63K +$2.07K +8 +53%
TWD
454
True Wealth Design
Ohio
$6.4K -$258 -1 -4%
MFT
455
Moisand Fitzgerald Tamayo
Florida
$6.34K
TFA
456
Transamerica Financial Advisors
Florida
$6.34K +$1.03K +4 +22%
KFAS
457
Keating Financial Advisory Services
Kansas
$6.05K +$5.43K +21 New
CFD
458
Creative Financial Designs
Indiana
$5.77K
SEP
459
Signature Equity Partners
Ohio
$5.19K +$4.65K +18 New
PWMG
460
Private Wealth Management Group
New Jersey
$4.9K
BWA
461
Basecamp Wealth Advisors
Washington
$4.9K +$4.39K +17 New
HPC
462
HM Payson & Co
Maine
$4.04K
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$4.04K
HI
464
Harbour Investments
Wisconsin
$3.75K -$4.91K -19 -59%
NWM
465
Nova Wealth Management
Florida
$3.75K
OC
466
Oakworth Capital
Alabama
$3.75K
MAM
467
Marquette Asset Management
Minnesota
$3.75K +$3.36K +13 New
PWA
468
Physician Wealth Advisors
Utah
$3.17K +$2.07K +8 +267%
MCM
469
Manchester Capital Management
Vermont
$3.17K +$2.84K +11 New
FFO
470
Fortitude Family Office
Arizona
$2.88K
EWP
471
Elevation Wealth Partners
California
$2.88K +$2.58K +10 New
IPS
472
Investors Portfolio Services
Washington
$2.62K +$2.33K +9 New
WWA
473
Wealth Watch Advisors
Colorado
$2.6K
NSIM
474
North Star Investment Management
Illinois
$2.6K +$2.33K +9 New
DPW
475
DiNuzzo Private Wealth
Pennsylvania
$2.31K