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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
OAM
101
Oppenheimer Asset Management
New York
$3.04M -$237K -1,361 -7%
AWA
102
Amplius Wealth Advisors
Pennsylvania
$2.89M -$697 -4 -0%
APF
103
Alaska Permanent Fund
Alaska
$2.88M
SCM
104
Seascape Capital Management
New Hampshire
$2.81M +$95.7K +549 +3%
MWM
105
Moran Wealth Management
Florida
$2.79M +$2.9M +16,632 New
MIM
106
MetLife Investment Management
New Jersey
$2.73M -$134K -766 -5%
KAS
107
Kestra Advisory Services
Texas
$2.73M +$2.83M +16,232 New
CA
108
CWC Advisors
Oregon
$2.69M +$905K +5,190 +48%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$2.55M +$132K +755 +5%
MOACM
110
Mutual of America Capital Management
New York
$2.53M -$158K -906 -6%
LRIC
111
Long Road Investment Counsel
Michigan
$2.52M +$93.4K +536 +4%
XT
112
XTX Topco
Cayman Islands
$2.47M +$1.68M +9,626 +190%
CIC
113
Carnegie Investment Counsel
Ohio
$2.44M -$12.9K -74 -0.4%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$2.42M +$1.27M +7,293 +103%
Caisse de Depot et Placement du Quebec (CDPQ)
115
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.34M +$2.42M +13,900 New
AB
116
Amalgamated Bank
New York
$2.25M -$169K -969 -7%
QT
117
Quantbot Technologies
New York
$2.17M +$2.25M +12,918 New
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$2.16M
IMRF
119
Illinois Municipal Retirement Fund
Illinois
$2.16M
SO
120
STRS Ohio
Ohio
$2.15M +$140K +804 +7%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$2.14M -$174K -1,000 -7%
HC
122
Henshaw Capital
Massachusetts
$2.14M -$746K -4,279 -25%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$2.1M -$242K -1,388 -10%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$2.07M +$356K +2,044 +20%
William Blair & Company
125
William Blair & Company
Illinois
$2.06M -$34.9K -200 -2%

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.