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Affiliated Managers Group

396 hedge funds and large institutions have $4.65B invested in Affiliated Managers Group in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $975K

0.86% more ownership

Funds ownership: 93.76%94.63% (+0.86%)

3% less funds holding

Funds holding: 408396 (-12)

11% less capital invested

Capital invested by funds: $5.21B → $4.65B (-$556M)

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 170

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
396
Holders Change
-12
Holders Change %
-2.94%
% of All Funds
5.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
38
Increased
114
Reduced
170
Closed
48
Calls
$6.13M
Puts
$975K
Net Calls
+$5.16M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$6.37M -$278K -1,596 -4%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$6.23M -$715K -4,100 -10%
Ameriprise
78
Ameriprise
Minnesota
$6.15M -$210K -1,207 -3%
Calamos Advisors
79
Calamos Advisors
Illinois
$5.95M
CF
80
Corebridge Financial
Texas
$5.43M -$327K -1,876 -5%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$5.07M +$59.6K +342 +1%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.97M -$677K -3,886 -12%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$4.82M +$1.72M +9,845 +52%
AssetMark Inc
84
AssetMark Inc
California
$4.8M -$25.5K -146 -0.5%
HF
85
HRT Financial
New York
$4.64M +$4.52M +25,932 +1,558%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$4.63M -$54.2K -311 -1%
SCM
87
Sterling Capital Management
North Carolina
$4.42M -$38.4K -220 -0.8%
Canada Life
88
Canada Life
Manitoba, Canada
$4.38M -$309K -1,775 -6%
ICM
89
Invenomic Capital Management
Massachusetts
$4.36M +$4.52M +25,954 New
Grantham, Mayo, Van Otterloo & Co (GMO)
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.26M +$199K +1,143 +5%
QCM
91
Quantinno Capital Management
New York
$4.21M +$1.8M +10,351 +70%
Arrowstreet Capital
92
Arrowstreet Capital
Massachusetts
$4.18M
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$3.96M
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.88M -$157K -900 -4%
NWM
95
Nicola Wealth Management
British Columbia, Canada
$3.7M +$1.05M +6,000 +38%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$3.3M -$479K -2,745 -12%
Amundi
97
Amundi
France
$3.25M +$38K +218 +1%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$3.1M -$3.49K -20 -0.1%
PCM
99
Poehling Capital Management
Wisconsin
$3.09M -$9.94K -57 -0.3%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$3.08M +$90.5K +519 +3%

AMG Hedge Fund Activity: Q1 2025 in Review

396 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2025, worth a combined $4.65B — down 11% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMG and 38 opened new positions — a net loss of 10 holders — while 170 trimmed existing stakes and 114 added.

The largest buyer was Millennium Management, adding an estimated $167M. The largest seller was Southeastern Asset Management, cutting an estimated $38.8M.

  • 396 institutional investors held Affiliated Managers Group (AMG) as of Q1 2025, down from 408 in Q4 2024.
  • Funds reported $4.65B of Affiliated Managers Group stock for Q1 2025, down 11% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q1 2025 and 48 closed out, a net change of -10 holders.
  • The largest Affiliated Managers Group buyer in Q1 2025 was Millennium Management, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q1 2025 was Southeastern Asset Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2025.