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Affiliated Managers Group

507 hedge funds and large institutions have $7.47B invested in Affiliated Managers Group in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 93.08%92.19% (-0.89%)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22M
Puts
$2.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
476
Beaird Harris Wealth Management
Texas
$2.21K
RWM
477
Rialto Wealth Management
New York
$2.02K
OC
478
Optima Capital
Oregon
$2.02K
AW
479
Avion Wealth
Texas
$2K
FHC
480
First Horizon Corporation
Tennessee
$1.73K
Kayne Anderson Rudnick Investment Management
481
Kayne Anderson Rudnick Investment Management
California
$1.73K
SC
482
SouthState Corp
Florida
$1.73K
SIC
483
SJS Investment Consulting
Ohio
$1.44K
NS
484
NBC Securities
Alabama
$1.44K
CH
485
Cromwell Holdings
Wyoming
$1.44K
CIA
486
Cape Investment Advisory
Georgia
$1.44K
BWL
487
Bogart Wealth LLC
Virginia
$1.15K
BHWM
488
Bay Harbor Wealth Management
Maryland
$1.15K
CA
489
CoreCap Advisors
Michigan
$1.15K
CTC
490
Central Trust Company
Missouri
$865
AF
491
Advisornet Financial
Minnesota
$865
PWMG
492
Prestige Wealth Management Group
New Jersey
$865
PWA
493
Principia Wealth Advisory
Texas
$865
HIA
494
HFM Investment Advisors
New Jersey
$865
WA
495
WPG Advisers
Maryland
$865
FMP
496
Financial Management Professionals
Texas
$865
SWM
497
Spire Wealth Management
Virginia
$865
CPG
498
Cornerstone Planning Group
New Jersey
$627
PWAM
499
Private Wealth Asset Management
Iowa
$577
MMCM
500
Murphy & Mullick Capital Management
New York
$577