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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
RFC
176
Regions Financial Corp
Alabama
$999K -$138K -790 -12%
CIA
177
Citadel Investment Advisory
Ohio
$998K +$8.72K +50 +0.8%
EP
178
Edgestream Partners
New Jersey
$995K +$71.5K +410 +7%
AIP
179
Ameritas Investment Partners
Nebraska
$967K -$62.9K -361 -6%
Cerity Partners
180
Cerity Partners
New York
$949K -$638K -3,662 -39%
OIA
181
OneDigital Investment Advisors
Kansas
$926K +$88.2K +506 +10%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$921K +$450K +2,583 +89%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$913K +$60K +344 +7%
KCM
184
Kennondale Capital Management
Virginia
$822K
Federated Hermes
185
Federated Hermes
Pennsylvania
$809K -$7.32K -42 -0.9%
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$801K +$26.8K +154 +3%
BC
187
Bayforest Capital
United Kingdom
$791K +$709K +4,067 +633%
LPL Financial
188
LPL Financial
California
$784K +$28.4K +163 +4%
BTI
189
Blue Trust Inc
Georgia
$777K +$30.5K +175 +4%
QC
190
Quadrature Capital
United Kingdom
$750K -$2.44M -13,988 -76%
Mariner
191
Mariner
Kansas
$731K -$47.6K -273 -6%
BBHC
192
Brown Brothers Harriman & Co
New York
$723K -$61K -350 -8%
AC
193
AXQ Capital
New Jersey
$705K -$88.4K -507 -11%
LAM
194
L2 Asset Management
Massachusetts
$684K +$413K +2,370 +139%
KCM
195
Kendall Capital Management
Maryland
$672K -$1.74K -10 -0.2%
FP
196
Foundry Partners
Minnesota
$665K +$8.19K +47 +1%
US Bancorp
197
US Bancorp
Minnesota
$665K +$94.3K +541 +16%
LWAM
198
Legacy Wealth Asset Management
Minnesota
$657K -$12.4K -71 -2%
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$651K -$691K -3,961 -51%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$615K -$36.6K -210 -5%

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.