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Affiliated Managers Group

540 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, 215 increasing their positions, 136 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $7.47B → $6.87B (-$597M)

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
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$14.2M
Net Calls
Net Calls Change

Top Sellers

1 -$238M
2 -$178M
3 -$66.8M
4
Holocene Advisors
Holocene Advisors
New York
-$53M
5
UBS Group
UBS Group
Switzerland
-$50.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
451
CVA Family Office
Colorado
$18.5K
CI
452
CX Institutional
Indiana
$18K
FFA
453
Frazier Financial Advisors
Ohio
$18K
C
454
Covestor
United Kingdom
$17K
DAM
455
Delta Asset Management
Tennessee
$14.7K
LI
456
LRI Investments
Florida
$13.8K
KFA
457
Kelleher Financial Advisors
New York
$13.6K
GSWM
458
Golden State Wealth Management
California
$13K
ECSS
459
Eurizon Capital SGR SpA
$12.7K
TC
460
Tacita Capital
Ontario, Canada
$12.7K
JWA
461
JFS Wealth Advisors
Pennsylvania
$11.3K
FPF
462
First Pacific Financial
Washington
$11.3K
Toronto Dominion Bank
463
Toronto Dominion Bank
Ontario, Canada
$11K
PWPS
464
Pinnacle Wealth Planning Services
Ohio
$10.8K
GBT
465
Grove Bank & Trust
Florida
$10.8K
GWM
466
Geneos Wealth Management
Colorado
$8.85K
KFAS
467
Keating Financial Advisory Services
Kansas
$8.85K
RF
468
Rossby Financial
Florida
$7.93K
KFI
469
Key Financial Inc
Pennsylvania
$7.47K
1IA
470
1620 Investment Advisors
Massachusetts
$6.92K
TFA
471
Transamerica Financial Advisors
Florida
$6.92K
BBHC
472
Brown Brothers Harriman & Co
New York
$6.64K
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$6.64K
LFG
474
Larson Financial Group
Missouri
$6.64K
CMA
475
Cedar Mountain Advisors
Oregon
$6.64K