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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
CA
151
CWC Advisors
Oregon
$3.13M -$208K -691 -6%
CIP
152
Convergence Investment Partners
Florida
$3.09M +$1.23M +4,086 +58%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$3.04M +$469K +1,558 +17%
LPL Financial
154
LPL Financial
California
$2.99M -$293K -972 -8%
MOACM
155
Mutual of America Capital Management
New York
$2.98M -$280K -928 -8%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$2.98M +$3.25M +10,778 New
VOYA Investment Management
157
VOYA Investment Management
Georgia
$2.82M +$614K +2,037 +25%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$2.79M +$331K +1,100 +12%
CCS
159
Concentric Capital Strategies
Connecticut
$2.79M -$27.1M -89,862 -90%
MIC
160
Mubadala Investment Company
United Arab Emirates
$2.78M -$456K -1,513 -13%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$2.75M +$3M +9,944 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$2.7M +$2.84M +9,420 +2,863%
GI
163
Gradient Investments
Minnesota
$2.66M +$2.89M +9,600 New
HSBC Holdings
164
HSBC Holdings
United Kingdom
$2.61M -$479K -1,591 -15%
CS
165
Candriam SCA
Luxembourg
$2.55M +$2.78M +9,228 New
CCA
166
Carrera Capital Advisors
Michigan
$2.54M -$2.53M -8,404 -48%
VPIM
167
Vanguard Personalized Indexing Management
California
$2.53M -$94.6K -314 -3%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$2.51M
State of New Jersey Common Pension Fund D
169
State of New Jersey Common Pension Fund D
New Jersey
$2.5M
Ensign Peak Advisors
170
Ensign Peak Advisors
Utah
$2.44M +$540K +1,791 +25%
LAM
171
L2 Asset Management
Massachusetts
$2.41M +$1.09M +3,628 +71%
YCM
172
Yousif Capital Management
Michigan
$2.38M -$145K -481 -5%
STA
173
Summit Trail Advisors
New York
$2.38M +$720K +2,390 +38%
Neuberger Berman Group
174
Neuberger Berman Group
New York
$2.34M -$215K -714 -8%
Mariner
175
Mariner
Kansas
$2.33M +$5.42K +18 +0.2%