We are live on ! Find out more
AMG icon

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
KG
476
Kilter Group
New York
$2.31K
AFC
477
Ares Financial Consulting
California
$2.31K +$2.07K +8 New
BHWM
478
Beaird Harris Wealth Management
Texas
$2.21K
RWM
479
Rialto Wealth Management
New York
$2.02K +$258 +1 +17%
OC
480
Optima Capital
Oregon
$2.02K +$1.81K +7 New
AW
481
Avion Wealth
Texas
$2K
FHC
482
First Horizon Corporation
Tennessee
$1.73K
Kayne Anderson Rudnick Investment Management
483
Kayne Anderson Rudnick Investment Management
California
$1.73K
SC
484
SouthState Corp
Florida
$1.73K
SIC
485
SJS Investment Consulting
Ohio
$1.44K
CH
486
Cromwell Holdings
Wyoming
$1.44K
NS
487
NBC Securities
Alabama
$1.44K
CIA
488
Cape Investment Advisory
Georgia
$1.44K +$1.29K +5 New
BHWM
489
Bay Harbor Wealth Management
Maryland
$1.15K
BWL
490
Bogart Wealth LLC
Virginia
$1.15K
CA
491
CoreCap Advisors
Michigan
$1.15K
AF
492
Advisornet Financial
Minnesota
$865
CTC
493
Central Trust Company
Missouri
$865
FMP
494
Financial Management Professionals
Texas
$865
HIA
495
HFM Investment Advisors
New Jersey
$865
PWMG
496
Prestige Wealth Management Group
New Jersey
$865
PWA
497
Principia Wealth Advisory
Texas
$865
WA
498
WPG Advisers
Maryland
$865
SWM
499
Spire Wealth Management
Virginia
$865 +$775 +3 New
CPG
500
Cornerstone Planning Group
New Jersey
$627 +$517 +2 New