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Affiliated Managers Group

543 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, 216 increasing their positions, 137 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

58% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 137

7% more funds holding

Funds holding: 509543 (+34)

0.86% more ownership

Funds ownership: 92.2%93.06% (+0.86%)

8% less capital invested

Capital invested by funds: $7.47B → $6.87B (-$596M)

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
543
Holders Change
+34
Holders Change %
+6.68%
% of All Funds
6.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
90
Increased
216
Reduced
137
Closed
46
Calls
$10.5M
Puts
$14.2M
Net Calls
-$3.71M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
476
Cedar Mountain Advisors
Oregon
$6.64K +$7.23K +24 New
UFPG
477
United Financial Planning Group
New York
$6.64K +$7.23K +24 New
TWD
478
True Wealth Design
Ohio
$6.42K +$301 +1 +5%
AA
479
Addison Advisors
Vermont
$6.37K
MFT
480
Moisand Fitzgerald Tamayo
Florida
$6.09K
FFO
481
Fortitude Family Office
Arizona
$6.09K +$3.62K +12 +120%
HWP
482
Highline Wealth Partners
California
$6.09K +$6.63K +22 New
IWS
483
Intentional Wealth Strategies
Colorado
$5.81K +$6.33K +21 New
CFD
484
Creative Financial Designs
Indiana
$5.53K
BWA
485
Basecamp Wealth Advisors
Washington
$4.7K
PWMG
486
Private Wealth Management Group
New Jersey
$4.7K
MG
487
Mather Group
Illinois
$4.7K +$5.12K +17 New
HWA
488
HHM Wealth Advisors
Tennessee
$4.43K +$4.82K +16 New
TPWA
489
Twin Peaks Wealth Advisors
California
$4.43K +$4.82K +16 New
NA
490
NewEdge Advisors
Louisiana
$4.15K -$319K -1,060 -99%
HI
491
Harbour Investments
Wisconsin
$3.94K +$301 +1 +8%
HPC
492
HM Payson & Co
Maine
$3.87K
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$3.87K
MAM
494
Marquette Asset Management
Minnesota
$3.6K
CCWM
495
Cassaday & Co Wealth Management
Virginia
$3.6K +$3.92K +13 New
NWM
496
Nova Wealth Management
Florida
$3.6K
OC
497
Oakworth Capital
Alabama
$3.6K
NSIM
498
North Star Investment Management
Illinois
$3.32K +$904 +3 +33%
DWM
499
Dogwood Wealth Management
Kansas
$3.32K +$3.62K +12 New
PWA
500
Physician Wealth Advisors
Utah
$3.04K