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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
RWM
501
Rialto Wealth Management
New York
$3.04K +$1.21K +4 +57%
EWP
502
Elevation Wealth Partners
California
$2.77K
ZBNA
503
Zions Bancorporation, National Association
Utah
$2.77K +$3.01K +10 New
MCM
504
Manchester Capital Management
Vermont
$2.49K -$603 -2 -18%
JWM
505
JPL Wealth Management
Colorado
$2.49K +$2.71K +9 New
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$2.21K
KG
507
Kilter Group
New York
$2.21K
BWL
508
Bogart Wealth LLC
Virginia
$2.21K +$1.21K +4 +100%
AFC
509
Ares Financial Consulting
California
$2.19K
BHWM
510
Beaird Harris Wealth Management
Texas
$2.12K
SIC
511
SJS Investment Consulting
Ohio
$1.94K +$603 +2 +40%
BHWM
512
Bay Harbor Wealth Management
Maryland
$1.94K +$904 +3 +75%
IPS
513
Investors Portfolio Services
Washington
$1.82K -$904 -3 -33%
CA
514
Clearstead Advisors
Ohio
$1.66K -$23.5K -78 -93%
SC
515
SouthState Corp
Florida
$1.66K
FHC
516
First Horizon Corporation
Tennessee
$1.66K
Kayne Anderson Rudnick Investment Management
517
Kayne Anderson Rudnick Investment Management
California
$1.66K
RIL
518
Rothschild Investment LLC
Illinois
$1.66K +$1.51K +5 +500%
NB
519
NBT Bank
New York
$1.66K +$1.81K +6 New
WA
520
Whipplewood Advisors
Colorado
$1.66K +$1.81K +6 New
DF
521
Dunhill Financial
United Kingdom
$1.52K +$1.51K +5 New
CH
522
Cromwell Holdings
Wyoming
$1.38K
BLC
523
Brown, Lisle/Cummings
Rhode Island
$1.38K +$1.51K +5 New
OCWP
524
Owl Creek Wealth Partners
Colorado
$1.38K +$1.51K +5 New
NS
525
NBC Securities
Alabama
$1.38K