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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
DT
151
Diversified Trust
Tennessee
$1.38M -$6.8K -39 -0.5%
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$1.38M -$34.9K -200 -2%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$1.37M
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$1.34M
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$1.34M -$7.59M -43,539 -85%
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
$1.34M +$1.39M +7,960 New
SFI
157
Susquehanna Fundamental Investments
Pennsylvania
$1.31M -$2.11M -12,102 -61%
RIM
158
Redwood Investment Management
Arizona
$1.31M +$12K +69 +0.9%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$1.29M -$268K -1,535 -17%
CB
160
Commerce Bank
Missouri
$1.27M -$50.9K -292 -4%
Lazard Asset Management
161
Lazard Asset Management
New York
$1.25M +$876K +5,023 +210%
KIM
162
Kestra Investment Management
Texas
$1.23M +$465K +2,670 +57%
Wellington Management Group
163
Wellington Management Group
Massachusetts
$1.22M -$72.5K -416 -5%
SOMRS
164
State of Michigan Retirement System
Michigan
$1.18M -$17.4K -100 -1%
Two Sigma Advisers
165
Two Sigma Advisers
New York
$1.18M -$331K -1,900 -21%
COPPSERS
166
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.18M +$55.6K +319 +5%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$1.16M -$83.2K -477 -6%
SIA
168
SkyView Investment Advisors
New Jersey
$1.14M +$69.9K +401 +6%
CCA
169
Carrera Capital Advisors
Michigan
$1.14M +$141K +809 +14%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$1.13M -$79.1K -454 -6%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M -$37.1K -213 -3%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$1.09M
SC
173
Sepio Capital
Utah
$1.08M -$11.3K -65 -1%
Creative Planning
174
Creative Planning
Kansas
$1.02M -$50.2K -288 -5%
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$999K -$34.9K -200 -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.