We are live on ! Find out more
AMG icon

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
BF
451
BOK Financial
Oklahoma
$18.8K -$5.42K -18 -21%
CFO
452
CVA Family Office
Colorado
$18.5K +$12.7K +42 +168%
CI
453
CX Institutional
Indiana
$18K +$19.9K +66 New
FFA
454
Frazier Financial Advisors
Ohio
$18K +$1.21K +4 +7%
C
455
Covestor
United Kingdom
$17K -$13K -43 -43%
DAM
456
Delta Asset Management
Tennessee
$14.7K
LI
457
LRI Investments
Florida
$13.8K +$3.31K +11 +28%
KFA
458
Kelleher Financial Advisors
New York
$13.6K
GSWM
459
Golden State Wealth Management
California
$13K
ECSS
460
Eurizon Capital SGR SpA
$12.7K +$14.2K +47 New
TC
461
Tacita Capital
Ontario, Canada
$12.7K +$13.9K +46 New
JWA
462
JFS Wealth Advisors
Pennsylvania
$11.3K +$904 +3 +8%
FPF
463
First Pacific Financial
Washington
$11.3K +$3.62K +12 +41%
Toronto Dominion Bank
464
Toronto Dominion Bank
Ontario, Canada
$11K -$603 -2 -5%
PWPS
465
Pinnacle Wealth Planning Services
Ohio
$10.8K +$603 +2 +5%
GBT
466
Grove Bank & Trust
Florida
$10.8K +$1.21K +4 +11%
GWM
467
Geneos Wealth Management
Colorado
$8.85K
KFAS
468
Keating Financial Advisory Services
Kansas
$8.85K +$3.31K +11 +52%
RF
469
Rossby Financial
Florida
$7.93K -$94K -312 -91%
KFI
470
Key Financial Inc
Pennsylvania
$7.47K
1IA
471
1620 Investment Advisors
Massachusetts
$6.92K
TFA
472
Transamerica Financial Advisors
Florida
$6.92K +$904 +3 +14%
BBHC
473
Brown Brothers Harriman & Co
New York
$6.64K -$271K -898 -97%
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$6.64K -$301 -1 -4%
LFG
475
Larson Financial Group
Missouri
$6.64K +$6.63K +22 +1,100%