AMG icon

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
MCM
501
Manchester Capital Management
Vermont
$2.49K
JWM
502
JPL Wealth Management
Colorado
$2.49K
KG
503
Kilter Group
New York
$2.21K
DPW
504
DiNuzzo Private Wealth
Pennsylvania
$2.21K
BWL
505
Bogart Wealth LLC
Virginia
$2.21K
AFC
506
Ares Financial Consulting
California
$2.19K
BHWM
507
Beaird Harris Wealth Management
Texas
$2.12K
SIC
508
SJS Investment Consulting
Ohio
$1.94K
BHWM
509
Bay Harbor Wealth Management
Maryland
$1.94K
IPS
510
Investors Portfolio Services
Washington
$1.82K
CA
511
Clearstead Advisors
Ohio
$1.66K
SC
512
SouthState Corp
Florida
$1.66K
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$1.66K
FHC
514
First Horizon Corporation
Tennessee
$1.66K
RIL
515
Rothschild Investment LLC
Illinois
$1.66K
NB
516
NBT Bank
New York
$1.66K
WA
517
Whipplewood Advisors
Colorado
$1.66K
DF
518
Dunhill Financial
United Kingdom
$1.52K
CH
519
Cromwell Holdings
Wyoming
$1.38K
BLC
520
Brown, Lisle/Cummings
Rhode Island
$1.38K
OCWP
521
Owl Creek Wealth Partners
Colorado
$1.38K
NS
522
NBC Securities
Alabama
$1.38K
CA
523
CoreCap Advisors
Michigan
$1.11K
AW
524
Avion Wealth
Texas
$1K
PWMG
525
Prestige Wealth Management Group
New Jersey
$831