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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

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 (-$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
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
RWM
501
Rialto Wealth Management
New York
$3.04K
EWP
502
Elevation Wealth Partners
California
$2.77K
ZBNA
503
Zions Bancorporation, National Association
Utah
$2.77K
MCM
504
Manchester Capital Management
Vermont
$2.49K
JWM
505
JPL Wealth Management
Colorado
$2.49K
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$2.21K
KG
507
Kilter Group
New York
$2.21K
BWL
508
Bogart Wealth LLC
Virginia
$2.21K
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
BHWM
512
Bay Harbor Wealth Management
Maryland
$1.94K
IPS
513
Investors Portfolio Services
Washington
$1.82K
CA
514
Clearstead Advisors
Ohio
$1.66K
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
NB
519
NBT Bank
New York
$1.66K
WA
520
Whipplewood Advisors
Colorado
$1.66K
DF
521
Dunhill Financial
United Kingdom
$1.52K
CH
522
Cromwell Holdings
Wyoming
$1.38K
BLC
523
Brown, Lisle/Cummings
Rhode Island
$1.38K
OCWP
524
Owl Creek Wealth Partners
Colorado
$1.38K
NS
525
NBC Securities
Alabama
$1.38K