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Affiliated Managers Group

396 hedge funds and large institutions have $4.65B invested in Affiliated Managers Group in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $975K

0.86% more ownership

Funds ownership: 93.76%94.63% (+0.86%)

3% less funds holding

Funds holding: 408396 (-12)

11% less capital invested

Capital invested by funds: $5.21B → $4.65B (-$556M)

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 170

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
396
Holders Change
-12
Holders Change %
-2.94%
% of All Funds
5.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
38
Increased
114
Reduced
170
Closed
48
Calls
$6.13M
Puts
$975K
Net Calls
+$5.16M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$33.4M -$3.3M -18,937 -9%
LCP
27
LGT Capital Partners
Switzerland
$33.1M -$13.4M -76,900 -28%
Bank of America
28
Bank of America
North Carolina
$33M +$1.84M +10,537 +6%
Fisher Asset Management
29
Fisher Asset Management
Washington
$28.4M +$2.19M +12,573 +8%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$27.8M -$960K -5,505 -3%
JP Morgan Chase
31
JP Morgan Chase
New York
$24.6M -$3.05M -17,516 -11%
UBS AM
32
UBS AM
Illinois
$23.8M +$1.09M +6,262 +5%
Victory Capital Management
33
Victory Capital Management
Texas
$22.7M +$2.82M +16,189 +14%
Invesco
34
Invesco
Georgia
$22.6M -$23.3M -133,402 -50%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$21.2M -$11.6M -66,554 -35%
Raymond James Financial
36
Raymond James Financial
Florida
$21M -$5.37M -30,791 -20%
UBS Group
37
UBS Group
Switzerland
$20.3M -$3.3M -18,908 -14%
Goldman Sachs
38
Goldman Sachs
New York
$19M +$249K +1,428 +1%
GLA
39
Great Lakes Advisors
Illinois
$17.9M -$648K -3,717 -3%
NSAM
40
North Star Asset Management
Wisconsin
$17.2M +$38.9K +223 +0.2%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$16.5M -$199K -1,143 -1%
N
42
Nuveen
North Carolina
$16.1M -$1.13M -6,477 -6%
Macquarie Group
43
Macquarie Group
Australia
$14.8M -$91.7K -526 -0.6%
Barclays
44
Barclays
United Kingdom
$14.8M -$318K -1,826 -2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$13.8M -$641K -3,677 -4%
BA
46
Bridgewater Associates
Connecticut
$13.6M +$1.96M +11,229 +16%
GF
47
Goodman Financial
Texas
$13.6M +$227K +1,301 +2%
BCM
48
Basswood Capital Management
New York
$13.3M -$7.88M -45,200 -36%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$12.8M +$4.74M +27,165 +55%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$12.5M -$724K -4,156 -5%

AMG Hedge Fund Activity: Q1 2025 in Review

396 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2025, worth a combined $4.65B — down 11% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMG and 38 opened new positions — a net loss of 10 holders — while 170 trimmed existing stakes and 114 added.

The largest buyer was Millennium Management, adding an estimated $167M. The largest seller was Southeastern Asset Management, cutting an estimated $38.8M.

  • 396 institutional investors held Affiliated Managers Group (AMG) as of Q1 2025, down from 408 in Q4 2024.
  • Funds reported $4.65B of Affiliated Managers Group stock for Q1 2025, down 11% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q1 2025 and 48 closed out, a net change of -10 holders.
  • The largest Affiliated Managers Group buyer in Q1 2025 was Millennium Management, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q1 2025 was Southeastern Asset Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2025.