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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
CMA
476
Cedar Mountain Advisors
Oregon
$6.64K
TWD
477
True Wealth Design
Ohio
$6.42K
AA
478
Addison Advisors
Vermont
$6.37K
MFT
479
Moisand Fitzgerald Tamayo
Florida
$6.09K
FFO
480
Fortitude Family Office
Arizona
$6.09K
HWP
481
Highline Wealth Partners
California
$6.09K
IWS
482
Intentional Wealth Strategies
Colorado
$5.81K
CFD
483
Creative Financial Designs
Indiana
$5.53K
PWMG
484
Private Wealth Management Group
New Jersey
$4.7K
MG
485
Mather Group
Illinois
$4.7K
HWA
486
HHM Wealth Advisors
Tennessee
$4.43K
TPWA
487
Twin Peaks Wealth Advisors
California
$4.43K
HI
488
Harbour Investments
Wisconsin
$3.94K
HPC
489
HM Payson & Co
Maine
$3.87K
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$3.87K
MAM
491
Marquette Asset Management
Minnesota
$3.6K
CCWM
492
Cassaday & Co Wealth Management
Virginia
$3.6K
OC
493
Oakworth Capital
Alabama
$3.6K
NWM
494
Nova Wealth Management
Florida
$3.6K
NSIM
495
North Star Investment Management
Illinois
$3.32K
DWM
496
Dogwood Wealth Management
Kansas
$3.32K
PWA
497
Physician Wealth Advisors
Utah
$3.04K
RWM
498
Rialto Wealth Management
New York
$3.04K
EWP
499
Elevation Wealth Partners
California
$2.77K
ZBNA
500
Zions Bancorporation, National Association
Utah
$2.77K